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Portfolio (Quarterly) Guide ↗

Capital Developers, LLC

· CIK 0002105385
13F Portfolio $112M AUM 50 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 50 New
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 1,600.0 $1.1M 0.98% NEW $684.94 +8.0%
22 IJR ISHARES TR 7,702.0 $926K 0.83% NEW $120.18 +11.3%
23 RY ROYAL BK CDA Financial Services 4,718.0 $804K 0.72% NEW $170.49 +8.6%
24 AAPL APPLE INC Technology 2,902.0 $789K 0.71% NEW $271.86 +9.8%
25 IHDG WISDOMTREE TR 15,871.0 $772K 0.69% NEW $48.66 +2.4%
26 SPEM SPDR INDEX SHS FDS 15,285.0 $715K 0.64% NEW $46.81 +8.1%
27 J P MORGAN EXCHANGE TRADED F 13,947.0 $698K 0.63% NEW $50.07
28 EWX SPDR INDEX SHS FDS 10,223.0 $671K 0.60% NEW $65.66 +10.2%
29 SOXX ISHARES TR 2,218.0 $668K 0.60% NEW $301.15 +66.2%
30 SCHD SCHWAB STRATEGIC TR 23,314.0 $640K 0.57% NEW $27.43 +17.2%
31 MSFT MICROSOFT CORP Technology 1,161.0 $561K 0.50% NEW $483.62 -13.5%
32 VO VANGUARD INDEX FDS 1,897.0 $551K 0.49% NEW $290.22 -73.7%
33 FVD FIRST TR EXCHANGE-TRADED FD 11,635.0 $536K 0.48% NEW $46.08 +2.9%
34 VTV VANGUARD INDEX FDS 2,661.0 $508K 0.46% NEW $190.99 +8.9%
35 IGV ISHARES TR 4,529.0 $479K 0.43% NEW $105.69 -12.7%
36 LOW LOWES COS INC Consumer Cyclical 1,945.0 $469K 0.42% NEW $241.16 -9.2%
37 GOOGL ALPHABET INC Communication Services 1,438.0 $450K 0.40% NEW $313.00 +24.6%
38 AVGO BROADCOM INC Technology 1,166.0 $404K 0.36% NEW $346.10 +19.3%
39 WMT WALMART INC Consumer Defensive 3,222.0 $359K 0.32% NEW $111.41 +21.1%
40 IYC ISHARES TR 3,459.0 $357K 0.32% NEW $103.13 -2.9%
Page 2 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.0%
Consumer Defensive 15.7%
Technology 15.6%
Consumer Cyclical 8.7%
Communication Services 4.0%
Healthcare 3.0%