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Capital Square, LLC

All holdings · as of Dec 31, 2025

221 positions

CompanyClassValueShares% of portfolio
Community Healthcare Trust Inc$370.6K22,5700.2%
AVALONBAY COMMUNITIES INC$371.6K2,0500.2%
Energy Transfer LPETMLP$371.7K22,5380.2%
INNOVATOR U.S. EQUITY POWER BFFER ETF - OCTOBER$380.0K8,6520.2%
Tesla Inc$384.1K8540.2%
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF$384.1K6,7620.2%
ABBOTT LABORATORIES$388.6K3,1010.2%
Americold Realty Trust, Inc.$389.4K30,2770.2%
VANGUARD FINANCIALS ETF$392.0K2,9370.2%
MCDONALD'S CORP$395.8K1,2950.2%
MFA Financial Inc$396.8K42,6230.2%
FIDELITY TOTAL BOND ETF$398.4K8,6540.2%
ISHARES TR RUS 2000 VAL ETF$402.6K2,2220.2%
INVESCO S&P MIDCAP 400 REVENUE ETF$414.4K3,2770.2%
Invitation Homes Inc.$421.4K15,1650.2%
LTC PROPERTIES INC$425.8K12,3860.2%
FIRST INDUSTRIAL REALTY TRUST INC$431.7K7,5380.2%
AMERICAN EXPRESS CO$437.3K1,1820.2%
STATE STREET UTILITIES SELECT SECTOR SPDR ETF$437.4K10,2470.2%
ISHARES TR MSCI EMG MKT ETF$438.9K8,0220.2%
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF$440.2K4,8180.2%
ServiceNow Inc$443.5K2,8950.2%
CASEYS GENERAL STORES INC$448.2K8110.2%
STATE STREET SPDR S&P METALS & MINING ETF$465.9K4,4960.2%
VANGUARD GROWTH ETF$472.3K9680.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$490.6K1,6140.3%
CENTERSPACE$497.4K7,4550.3%
COMSTOCK RESOURCES INCCRKCommon Stock$497.9K21,4800.3%
Invesco Semiconductors ETF$504.9K6,4030.3%
Carnival Corp Ltd.$509.6K16,6860.3%
American Tower Corp$517.9K2,9500.3%
VERIZON COMMUNICATIONS INC$521.3K12,8000.3%
Blackstone Inc$537.6K3,4880.3%
Broadcom Inc.$540.6K1,5620.3%
ISHARES SILVER TR ISHARES$542.2K8,4160.3%
AUTOZONE INC$552.8K1630.3%
GENUINE PARTS CO$564.6K4,5920.3%
Digital Realty Trust Inc$569.8K3,6830.3%
ADOBE INC.$573.3K1,6380.3%
NNN REIT, INC.$588.3K14,8450.3%
VANGUARD SMALL-CAP ETF$589.1K2,2840.3%
COCA COLA CO$597.5K8,5470.3%
STATE STREET SPDR S&P HOMEBUILDERS ETF$608.5K5,9100.3%
AGREE REALTY CORP$629.8K8,7440.3%
Meta Platforms Inc$647.7K9810.3%
CAMDEN PROPERTY TRUST$661.9K6,0130.3%
COSTCO WHOLESALE CORP /NEW$697.6K8090.4%
VANGUARD LONG-TERM CORPORATE BOND ETF$702.6K9,2630.4%
Cigna Group$743.4K2,7010.4%
Extra Space Storage Inc$745.2K5,7230.4%
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