The Analysis of CAPSTONE CAPITAL LLC's Holdings

Currently, CAPSTONE CAPITAL LLC holds 20 types of securities in its portfolio with a total value $153.9M. In the most recent quarter, they have increased their positions in DFAC (+93.1K shares, valued at $3.7M), VCSH (+10.1K shares, valued at $803.7K), BAB (+21.6K shares, valued at $588.7K); decreased their positions in DFIC (-41.4K shares, valued at $1.4M), DFEM (-14.4K shares, valued at $477.6K), NVDA (-2.0K shares, valued at $373.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.8M shares5.40%2025-12-312026-01-22

DFIC DIMENSIONAL ETF TRUST1.1M shares-3.75%2025-12-312026-01-22

DFEM DIMENSIONAL ETF TRUST529.2K shares-2.66%2025-12-312026-01-22

VCSH VANGUARD SCOTTSDALE FDS150.5K shares7.18%2025-12-312026-01-22

VTEB VANGUARD MUN BD FDS177.8K shares0.49%2025-12-312026-01-22

AAPL APPLE INC2.8K shares-25.58%2025-12-312026-01-22

VCIT VANGUARD SCOTTSDALE FDS8.8K shares-7.64%2025-12-312026-01-22

MSFT MICROSOFT CORP1.4K shares-31.58%2025-12-312026-01-22

Sponsored

LVS LAS VEGAS SANDS CORP10.1K shares-0.37%2025-12-312026-01-22

BAB INVESCO EXCH TRADED FD TR II23.7K shares1077.30%2025-12-312026-01-22

NVDA NVIDIA CORPORATION3.3K shares-38.13%2025-12-312026-01-22

MUB ISHARES TR4.4K shares-5.47%2025-12-312026-01-22

SUB ISHARES TR3.6K shares0.00%2025-12-312026-01-22

ALPHABET INC ALPHABET INC1.2K shares-29.06%2025-12-312026-01-22

AMZN AMAZON COM INC1.4K shares-22.11%2025-12-312026-01-22

MMU WESTERN ASSET MANAGED MUNS F29.4K shares0.00%2025-12-312026-01-22