Capstone Financial Advisors, Inc.
Top Portfolio Positions
121 positions ·
$242,897,119 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
195,614 | $60,794,875 | 25.03% | |
| AAPL |
Apple Inc.
Technology
|
142,016 | $36,042,240 | 14.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
66,013 | $19,418,384 | 7.99% | |
| NVDA |
Nvidia Corp
Technology
|
101,971 | $17,783,742 | 7.32% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
15,178 | $9,361,183 | 3.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,913 | $8,104,410 | 3.34% | |
| MSFT |
Microsoft Corp
Technology
|
16,209 | $6,000,085 | 2.47% | |
| CME |
Cme Group Inc.
Financial Services
|
18,117 | $5,350,855 | 2.20% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,013 | $3,998,673 | 1.65% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
11,100 | $3,119,877 | 1.28% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LDI
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,300 | 15,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,050 | 15,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,050 | 15,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,750 | 25,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $47,600 | 40,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $51,000 | 25,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $68,250 | 25,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $41,250 | 25,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $64,750 | 25,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $88,000 | 25,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $43,000 | 25,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $53,000 | 25,000 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $40,250 | 25,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $41,250 | 25,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $33,000 | 25,000 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $36,000 | 25,000 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $103,750 | 25,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $72,000 | 15,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $67,700 | 10,000 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||