CAP Partners, LLC
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$177.1M
Holdings
150
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$QQQM
INVESCO EXCH TRADED FD TR II
Q1 2026: Sold 27.4% (1.4k → 1.0k shares)
7.2%
02
$SCHX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
6.0%
03
$TSLA
TESLA INC
Q1 2026: Increased +14.6% (1.2k → 1.4k shares)
4.4%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +6.5% (19.6k → 20.9k shares)
2.9%
05
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
2.6%
06
$SCHF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.6%
07
$XLRE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
2.4%
08
$AVSC
AMERICAN CENTY ETF TR
Held since at least Q1 2024
2.3%
09
$AAPL
APPLE INC
Q1 2026: Increased +15.9% (24.6k → 28.5k shares)
2.2%
10
$AMZN
AMAZON COM INC
Q1 2026: Increased +2.6% (14.3k → 14.7k shares)
2.1%
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 12:44 UTC.