| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 4 | Q3 2020 | 10.5% |
| ISHARES AGENCY BOND ETF | 4 | Q3 2020 | 10.8% |
| SHOPIFY INC CLS A | 4 | Q3 2020 | 7.5% |
| AMAZON COM INC COM | 4 | Q3 2020 | 5.2% |
| MICROSOFT CORP COM | 4 | Q3 2020 | 4.5% |
| MONGODB INC CL A | 4 | Q3 2020 | 2.9% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 4 | Q3 2020 | 3.6% |
| INTEL CORP COM | 4 | Q3 2020 | 3.1% |
| CISCO SYS INC COM | 4 | Q3 2020 | 3.1% |
| VERIZON COMMUNICATIONS INC COM | 4 | Q3 2020 | 2.6% |
View Capstone Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-10-09 |
| 13F-HR | 2020-07-14 |
| 13F-HR | 2020-04-29 |
| 13F-HR | 2020-04-29 |
View Capstone Financial Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.