Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Capital Market Strategies LLC 13F Holdings -- Portfolio & Top Positions (2025-06-30)

Capital Market Strategies LLC (CIK 1810158) reported $143.8M across 139 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: FLOT ($13.0M, 9.03%), MSFT ($12.9M, 8.96%), AAPL ($11.9M, 8.25%), NVDA ($11.0M, 7.67%), FRBA ($5.4M, 3.72%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FLOTISHARES TR$13.0M9.03%254,422Trimmed
2MSFTMICROSOFT CORP$12.9M8.96%25,908Trimmed
3AAPLAPPLE INC$11.9M8.25%57,805Trimmed
4NVDANVIDIA CORPORATION$11.0M7.67%69,836Trimmed
5FRBAFIRST BK WILLIAMSTOWN NEW JE$5.4M3.72%346,113Trimmed
6PLTRPALANTIR TECHNOLOGIES INC$4.5M3.10%32,685Trimmed
7VSLUETF OPPORTUNITIES TRUST$3.5M2.46%90,244Trimmed
8PRFINVESCO EXCHANGE TRADED FD T$3.5M2.42%82,395Trimmed
9COSTCOSTCO WHSL CORP NEW$3.0M2.05%2,985Trimmed
10TSMTAIWAN SEMICONDUCTOR MFG LTD$2.9M2.03%12,918Trimmed
11RYTINVESCO EXCHANGE TRADED FD T$2.8M1.94%68,568Trimmed
12ITOTISHARES TR$2.5M1.76%18,712Trimmed
13AXONAXON ENTERPRISE INC$2.3M1.63%2,823Added
14AMZNAMAZON COM INC$1.9M1.35%8,857Trimmed
15AVGOBROADCOM INC$1.9M1.29%6,744Added
16SYMSYMBOTIC INC$1.5M1.03%38,275Trimmed
17ABBVABBVIE INC$1.4M1.00%7,757Trimmed
18NETCLOUDFLARE INC$1.4M0.96%7,048Trimmed
19USMVISHARES TR$1.3M0.91%14,011Trimmed
20GSBDGOLDMAN SACHS BDC INC$1.3M0.89%114,000Trimmed
21CSMPROSHARES TR$1.2M0.85%17,275Trimmed
22BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.84%2,499Trimmed
23XLESELECT SECTOR SPDR TR$1.2M0.82%13,863Trimmed
24QQQINVESCO QQQ TR$1.2M0.81%2,105Trimmed
25CYBRCYBERARK SOFTWARE LTD$1.1M0.80%2,811Trimmed

Source: SEC Form 13F filings · as of 2025-06-30