Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$418,749
+$34,688 QoQ
Shares Held
5,820
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,614
of 2,535 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Capital Squared Financial LLC holds $893,275 across 2 Tobacco names. MO ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,623 | $474,526 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,820 | $418,749 |
All Filings in MO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,749 | 5,820 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $384,061 | 5,820 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $362,681 | 6,290 | Shares | Sole | 2026-04-17 | |
| 2025-09-30 | $378,854 | 5,735 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||