Capstone Investment Advisors, LLC
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$57.4B
Holdings
1,005
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Q1 2026: New position (6.1k shares)
26.8%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (1.3k shares)
19.4%
03
$AMZN
AMAZON COM INC
Q1 2026: New position (24.3k shares)
5.2%
04
$MSFT
MICROSOFT CORP
Q1 2026: New position (58.8k shares)
4.5%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (65.7k shares)
4.4%
06
$TSLA
TESLA INC
Q1 2026: New position (2.0k shares)
2.8%
07
$AAPL
APPLE INC
Q1 2026: New position (133.3k shares)
2.3%
08
$IVV
ISHARES TR
Held since at least Q1 2024
1.8%
09
$GOOG
ALPHABET INC
Q1 2026: New position (2.5k shares)
1.6%
10
$FXI
ISHARES TR
Held since at least Q1 2024
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:07 UTC.