CAP Partners, LLC - Portfolio overview

CAP Partners, LLC has 164 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. QQQM - INVESCO EXCH TRADED FD TR II, 6.85%
2. SCHX - SCHWAB STRATEGIC TR, 5.76%
3. TSLA - TESLA INC, 4.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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