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Capstone Financial Advisors, Inc.

All holdings · as of Dec 31, 2025

184 positions

CompanyClassValueShares% of portfolio
STRIVE INC$7.5K10,1020.0%
BEYOND MEAT, INC.$8.3K10,1190.0%
SelectQuote, Inc.SLQTCommon Stock$14.1K10,0000.0%
UNITED HOMES GROUP INC$15.6K10,0000.0%
NOODLES & CO$17.6K25,0000.0%
loanDepot, Inc.LDICommon Stock$31.1K15,0000.0%
The ONE Group Hospitality, Inc.$35.0K20,0000.0%
GERDAU S.A.GGBADR$36.9K10,0000.0%
Krispy Kreme, Inc.DNUTCommon Stock$40.2K10,0000.0%
FIGS, Inc.$113.6K10,0000.0%
NeoGenomics Inc$117.6K10,0000.0%
AMBEV S.A.ABEVADR$123.5K50,0000.0%
VINCI COMPASS INVESTMENTS LT$130.4K10,0000.0%
GRUPO TELEVISA, S.A.B.TVADR$145.5K50,0000.0%
United Parcel Service Inc$201.1K2,0270.0%
Carnival Corp Ltd.$203.6K6,6660.0%
VANGUARD WORLD FD$203.8K2,8450.0%
HONEYWELL INTERNATIONAL INC$208.8K1,0700.0%
Arista Networks, Inc.ANETCommon Stock$209.1K1,5960.0%
ISHARES TR$211.6K1,7160.0%
Bath & Body Works, Inc.$214.0K10,6570.0%
ISHARES S&P GSCI COMMODITY-$221.4K9,6000.0%
Morgan Stanley$221.9K1,2500.0%
SELECT SECTOR SPDR TR$223.8K2,8810.0%
FIDELITY WISE ORIGIN BITCOIN$226.4K2,9700.0%
LOWES COMPANIES INC$227.2K9420.0%
SCHWAB STRATEGIC TR$229.7K9,5560.0%
Dell Technologies Inc.$230.5K1,8310.0%
PFIZER INC$230.6K9,2610.0%
ISHARES TR$231.3K1,1580.0%
ISHARES TR$233.0K3,5300.0%
ISHARES TR$234.2K4,1110.0%
CHOICEONE FINANCIAL SERVICES INC$239.1K8,1000.0%
ISHARES TR$240.3K4,0000.0%
SELECT SECTOR SPDR TR$240.4K1,5530.0%
SELECT SECTOR SPDR TR$241.3K1,5550.0%
Palo Alto Networks Inc$241.5K1,3110.0%
INVESCO EXCH TRADED FD TR II$242.9K10,4730.0%
GoDaddy Inc.$248.2K2,0000.0%
BANK OF AMERICA CORP /DE$255.0K4,6370.0%
VANGUARD INDEX FDS$261.1K5350.0%
Walt Disney Co$262.7K2,3090.0%
VANGUARD SCOTTSDALE FDS$266.6K3,8780.0%
Portillo's Inc.$266.7K58,7450.0%
AT&T INC.$276.0K11,1110.0%
CSX CORP$276.0K7,6140.0%
UNITEDHEALTH GROUP INC$280.9K8510.0%
FAIR ISAAC CORP$294.2K1740.0%
EQUINOX GOLD CORP$296.5K21,1200.0%
WELLS FARGO & COMPANY/MN$304.3K3,2650.0%
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