CAPSTONE CAPITAL LLC
Filing Date
Global Rank
#8,401
/ 8,603
▲ 75
· as of Mar 2026
Top Industry
Consumer Electronics
20.7%
3Y Alpha vs SPY
-4.8%
Period ended 3 months ago
Filed Apr 24, 2026 · 3mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+39.3%
SPY
+53.6%
Annualised alpha
-4.8%
Max drawdown
−25.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
19.4%
−1.2 pts
Top 5
72.3%
−10.9 pts
Top 10
100.0%
0.0 pts
HHI
1,298
Diversified−289
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 49.1% | $1,887,639 |
| Consumer Cyclical | 22.2% | $854,355 |
| Communication Services | 9.0% | $345,072 |
| Financial Services | 7.9% | $302,746 |
| Unclassified | 6.3% | $240,625 |
| Energy | 5.6% | $216,417 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −1 | 1,200 | $345,072 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
9 positions ·
$3,846,854 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 2,946 | $747,665 | 19.44% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,461 | $603,598 | 15.69% | |
| LVS |
Las Vegas Sands Corp
Consumer Cyclical
|
Added | 10,159 | $547,366 | 14.23% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,449 | $536,376 | 13.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,200 | $345,072 | 8.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,474 | $306,989 | 7.98% | |
| MMU |
Western Asset Managed Municipals Fund Inc.
Financial Services
|
Held | 29,450 | $302,746 | 7.87% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 370 | $240,625 | 6.26% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,046 | $216,417 | 5.63% |