CAP Partners, LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 7, 2024
Value $: $134M
Signature - Title: Ruth O. Tennille - Operations Manager
Location: Franklin, TN
Summary: This page shows a list of all the recent 13F filings made by CAP Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CAP Partners, LLC reported 130 stock holdings with total value $134M as of Q3 2024. Top holdings included SCHX, VO, QQQE, AVSC, and NVDA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	130	$134M	+$10M	-$5.32M	+$4.71M	SCHX, VO, QQQE, AVSC, NVDA	13F-HR	11/7/2024, 05:01 PM
Q2 2024	126	$123M	+$16M	-$3.49M	+$12.5M	SCHX, VO, NVDA, QQQE, AVSC	13F-HR	7/19/2024, 10:25 AM
Q1 2024	120	$113M	+$12.9M	-$7.15M	+$5.76M	SCHX, VO, QQQE, AVSC, JEPI	13F-HR	4/18/2024, 01:08 PM
Q4 2023	104	$101M	$0	$0		SCHX, VO, QQQE, AVSC, JEPI	13F-HR	2/12/2024, 01:59 PM