Capstone Financial Group, Inc. 13F Holdings
CIK 0001808129 · OKLAHOMA CITY, OK
As of Sep 30, 2020, Capstone Financial Group, Inc. reported 156 positions worth
CIK 0001808129 · OKLAHOMA CITY, OK
As of Sep 30, 2020, Capstone Financial Group, Inc. reported 156 positions worth
29.4K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES AGENCY BOND ETF | AGZ | — | 109,906 | 3.3K | 10.27% |
| APPLE INC | AAPL | Technology | 100,712 | 1.4K | 8.81% |
| SHOPIFY INC | SHOP | Technology | 7,495 | $7.8K | 6.03% |
| AMAZON.COM INC | AMZN | Equity | 2,079 | $6.4K | 4.98% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 37,294 | $3.8K | 2.94% |
| MICROSOFT CORP | MSFT | Technology | 18,397 | $3.8K | 2.93% |
| MONGODB INC | MDB | Technology | 15,229 | $3.8K | 2.90% |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ANGL | — | 113,986 | $3.4K | 2.63% |
| ABBOTT LABORATORIES | ABT | Healthcare | 27,004 | $2.9K | 2.22% |
| PAYPAL HOLDINGS INC | PYPL | Financial Services | 14,612 | $2.8K | 2.16% |
| WALMART INC | WMT | Consumer Defensive | 18,968 | $2.7K | 2.06% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 44,381 | $2.6K | 2.04% |
| VANGUARD WORLD FUND | MGK | — | 13,441 | $2.5K | 1.91% |
| INTEL CORP | INTC | Technology | 45,194 | $2.3K | 1.79% |
| ZILLOW GROUP INC | Z | Communication Services | 21,308 | $2.2K | 1.73% |
| ALPHABET INC | GOOG | Equity | 1,514 | $2.2K | 1.70% |
| CISCO SYSTEMS INC | CSCO | Technology | 52,615 | $2.0K | 1.57% |
| BANCFIRST CORP | BANF | Financial Services | 45,416 | $2.0K | 1.53% |
| SOUTHWEST AIRLINES CO | LUV | Industrials | 50,371 | .9K | 1.46% |
| WALT DISNEY CO | DIS | Communication Services | 13,241 | .6K | 1.24% |
| APPLIED MATERIALS INC | AMAT | Technology | 26,329 | .6K | 1.23% |
| RIO TINTO LTD | RIO | Basic Materials | 26,130 | .6K | 1.20% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 7,298 | .5K | 1.19% |
| COCA COLA CO | KO | Consumer Defensive | 30,691 | .5K | 1.16% |
| CHECK POINT SOFTWARE TECHNOLOGIES LTD | CHKP | Technology | 12,389 | .5K | 1.16% |