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Capital Square, LLC

All holdings · as of Dec 31, 2025

221 positions

CompanyClassValueShares% of portfolio
NexPoint Residential Trust, Inc.$281.2K9,3430.1%
ROLLINS INC$279.8K4,6620.1%
GENERAL MILLS INC$279.6K6,0120.1%
ISHARES TR CORE DIV GRWTH$278.5K4,0120.1%
Advance Auto Parts Inc$278.2K7,0780.1%
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF$275.0K3,7530.1%
VANGUARD HEALTH CARE ETF$274.0K9520.1%
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF$272.4K4,9730.1%
BRISTOL MYERS SQUIBB CO$270.4K5,0120.1%
ISHARES U S ETF TR IT RIGHT HDG HGYL$269.9K3,1310.1%
ISHARES TR CORE MSCI EAFE$269.8K3,0160.1%
ISHARES TR MSCI EAFE SMCP$267.3K6,8680.1%
NUVEEN MUNICIPAL VALUE FUND INCNUVClosed-End Fund$266.5K29,4190.1%
ALLSTATE CORP$265.6K1,2760.1%
FREEDOM 100 EMERGING MARKETS ETF$264.8K5,1640.1%
Exelon Corp$264.0K6,0570.1%
PROSHARES MSCI EAFE DIVIDEND GROWERS ETF$262.2K6,2890.1%
Visa Inc$260.6K7430.1%
KIMBERLY CLARK CORP$260.3K2,5800.1%
DOLLAR GENERAL CORP$258.6K1,9480.1%
UNUM GROUP$258.1K3,3310.1%
QIAGEN NV COM SHS$254.4K5,6580.1%
UMH PROPERTIES, INC.$251.5K15,8070.1%
CISCO SYSTEMS, INC.$251.0K3,2580.1%
Walt Disney Co$246.1K2,1630.1%
ISHARES TR US SML CAP EQT$245.9K3,2840.1%
American Homes 4 Rent$244.9K7,6300.1%
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER$240.8K5,5090.1%
QUALCOMM INC/DE$239.6K1,4010.1%
AbbVie Inc.$239.4K1,0480.1%
INVESCO S&P MIDCAP QUALITY ETF$238.5K2,3280.1%
INVESCO NASDAQ 100 ETF$236.5K9350.1%
WELLS FARGO & COMPANY/MN$234.7K2,5180.1%
TRUIST FINANCIAL CORP$233.4K4,7440.1%
STATE STREET ENERGY SELECT SECTOR SPDR ETF$230.8K5,1620.1%
ISHARES TR GBL COMM SVC ETF$230.3K1,9000.1%
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF$230.2K2,9630.1%
GENMAB A/S SPONSORED ADS$229.8K7,4620.1%
ISHARES TR SELECT DIVID ETF$219.2K1,5530.1%
AFLAC INC$218.3K1,9790.1%
BANK OF AMERICA CORP /DE$216.5K3,9360.1%
Farmland Partners Inc.$216.2K22,3110.1%
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF$215.4K11,8170.1%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST$213.4K4440.1%
CAPITAL ONE FINANCIAL CORP$213.1K8790.1%
Medtronic plc$213.1K2,2180.1%
INVESCO S&P SMALLCAP MOMENTUM ETF$211.8K2,9410.1%
PEPSICO INC$209.1K1,4570.1%
VANGUARD REAL ESTATE ETF$207.2K2,3420.1%
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF$206.8K3,5580.1%
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