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Home > Institutional Investor > Cap Partners, Llc > Profile

Instuitional Investor - Cap Partners, Llc

Fund Profile
Filing Period:
Fund Name: Cap Partners, Llc
Portfolio Value $137,781,754
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 51,175 $9,877,867 7.17%
2.
Schwab Strategic Trust
 FNDF 318,832 $7,039,816 5.11%
3.
Tesla Inc.
 TSLA 21,403 $5,546,740 4.03%
4.
Apple Inc.
 AAPL 18,325 $4,070,536 2.95%
5.
J P Morgan Exchange Traded F
 68,520 $3,915,251 2.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)