Capital Advantage, Inc.
Capital Advantage, Inc. reported 150 positions worth $819.6M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: CGMS (12.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGMS | SH | $103.6M | 12.64% | 3,791,682 | — | — | |
| ▸ 2 | FNDF | SH | $58.1M | 7.08% | 1,100,538 | — | — | |
| ▸ 3 | VYMI | SH | $40.8M | 4.98% | 415,485 | — | — | |
| ▸ 4 | VIGI | SH | $40.3M | 4.92% | 431,472 | — | — | |
| ▸ 5 | ICSH | SH | $37.6M | 4.58% | 742,780 | — | — | |
| ▸ 6 | MGV | SH | $32.2M | 3.93% | 197,037 | — | — | |
| ▸ 7 | VIG | SH | $27.8M | 3.39% | 117,497 | — | — | |
| ▸ 8 | SCHD | SH | $27.7M | 3.38% | 873,130 | — | — | |
| ▸ 9 | CGDV | SH | $26.6M | 3.24% | 539,351 | — | — | |
| ▸ 10 | VHT | SH | $26.5M | 3.24% | 88,732 | — | — |
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Frequently Asked Questions
What stocks does Capital Advantage, Inc. hold as of Q2 2026?
Capital Advantage, Inc. reported 150 positions worth $819.6M in its Q2 2026 13F filing. Largest positions: CGMS (12.6%), FNDF (7.1%), VYMI (5.0%), VIGI (4.9%) and ICSH (4.6%).
What did Capital Advantage, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capital Advantage, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.