Capstone Financial Group, Inc. 13F Holdings

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.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES AGENCY BOND ETFAGZ—109,906 3.3K10.27%
APPLE INCAAPLTechnology100,712 1.4K8.81%
SHOPIFY INCSHOPTechnology7,495$7.8K6.03%
AMAZON.COM INCAMZNEquity2,079$6.4K4.98%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDMINT—37,294$3.8K2.94%
MICROSOFT CORPMSFTTechnology18,397$3.8K2.93%
MONGODB INCMDBTechnology15,229$3.8K2.90%
VANECK FALLEN ANGEL HIGH YIELD BOND ETFANGL—113,986$3.4K2.63%
ABBOTT LABORATORIESABTHealthcare27,004$2.9K2.22%
PAYPAL HOLDINGS INCPYPLFinancial Services14,612$2.8K2.16%
WALMART INCWMTConsumer Defensive18,968$2.7K2.06%
VERIZON COMMUNICATIONS INCBACCommunication Services44,381$2.6K2.04%
VANGUARD WORLD FUNDMGK—13,441$2.5K1.91%
INTEL CORPINTCTechnology45,194$2.3K1.79%
ZILLOW GROUP INCZCommunication Services21,308$2.2K1.73%
ALPHABET INCGOOGEquity1,514$2.2K1.70%
CISCO SYSTEMS INCCSCOTechnology52,615$2.0K1.57%
BANCFIRST CORPBANFFinancial Services45,416$2.0K1.53%
SOUTHWEST AIRLINES COLUVIndustrials50,371 .9K1.46%
WALT DISNEY CODISCommunication Services13,241 .6K1.24%
APPLIED MATERIALS INCAMATTechnology26,329 .6K1.23%
RIO TINTO LTDRIOBasic Materials26,130 .6K1.20%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services7,298 .5K1.19%
COCA COLA COKOConsumer Defensive30,691 .5K1.16%
CHECK POINT SOFTWARE TECHNOLOGIES LTDCHKPTechnology12,389 .5K1.16%