CAP Partners, LLC

Position in MO — Altria Group, Inc.

CIK 2006870 FRANKLIN, TN

Position in MO

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$501,491

+$44,049 QoQ

Shares Held

6,970

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,502

of 2,535 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CAP Partners, LLC holds $1,083,417 across 3 Tobacco names. MO ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	6,970	$501,491
2	BTI	British American Tobacco p.l.c.	5,878	$363,025
3	PM	Philip Morris International Inc.	1,210	$218,901

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,491	6,970	+0.5%	Shares	Sole	2026-07-30
2026-03-31	$457,442	6,932	+1.2%	Shares	Sole	2026-04-28
2025-12-31	$394,798	6,847	+0.8%	Shares	Sole	2026-02-04
2025-09-30	$448,745	6,793	+0.9%	Shares	Sole	2025-10-29
2025-06-30	$394,755	6,733	-0.6%	Shares	Sole	2025-07-31
2025-03-31	$406,395	6,771	+1.6%	Shares	Sole	2025-05-08
2024-12-31	$348,617	6,667	-3.7%	Shares	Sole	2025-01-29
2024-09-30	$353,452	6,925	+1.8%	Shares	Sole	2024-11-07
2024-06-30	$309,831	6,802	+1.8%	Shares	Sole	2024-07-19
2024-03-31	$291,512	6,683	+3.5%	Shares	Sole	2024-04-18
2023-12-31	$260,556	6,459	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.