Capital Advantage, Inc.
Top Portfolio Positions
73 positions ·
$89,688,873 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
53,550 | $13,590,454 | 15.15% | |
| MSFT |
Microsoft Corp
Technology
|
16,200 | $5,996,754 | 6.69% | |
| TWLO |
Twilio Inc
Technology
|
46,472 | $5,847,107 | 6.52% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
24,451 | $4,974,066 | 5.55% | |
| CVX |
Chevron Corp
Energy
|
19,879 | $4,112,965 | 4.59% | |
| EXTR |
Extreme Networks Inc
Technology
|
238,829 | $3,601,541 | 4.02% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
5,201 | $3,548,330 | 3.96% | |
| NVDA |
Nvidia Corp
Technology
|
14,879 | $2,594,897 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,965 | $2,491,950 | 2.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
14,451 | $2,451,756 | 2.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DJCO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $461,117 | 956 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $675,425 | 1,386 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $663,289 | 1,426 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $602,128 | 1,426 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $559,563 | 1,407 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $799,161 | 1,407 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||