Managed by Capital Performance Advisors Llp • Latest filing Q3 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | D DIA — | $60M | 748.1K | 0.00% | — |
| 2 | ? N/A — | $57.8M | 1.50M | 0.00% | — |
| 3 | ? N/A — | $56.2M | 1.57M | 0.00% | — |
| 4 | ? N/A — | $54.9M | 1.60M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $54.9M |
| 1.59M |
| 0.00% |
| — |
| 6 | ? N/A — | $52.6M | 1.59M | 0.00% | — |
| 7 | ? N/A — | $52.1M | 1.62M | 0.00% | — |
| 8 | ? N/A — | $51.9M | 1.62M | 0.00% | — |
| 9 | I IAU — | $50.2M | 75.0K | 0.00% | — |
| 10 | ? N/A — | $47.5M | 1.62M | 0.00% | — |
| 11 | ? N/A — | $44.7M | 803.3K | 0.00% | — |
| 12 | ? N/A — | $44.6M | 800.8K | 0.00% | — |
| 13 | ? N/A — | $44.5M | 818.2K | 0.00% | — |
| 14 | ? N/A — | $43.9M | 1.62M | 0.00% | — |
| 15 | ? N/A — | $43.5M | 747.2K | 0.00% | — |
| 16 | ? N/A — | $43.3M | 827.4K | 0.00% | — |
| 17 | ? N/A — | $42.6M | 1.63M | 0.00% | — |
| 18 | ? N/A — | $42.2M | 812.6K | 0.00% | — |
| 19 | ? N/A — | $41.9M | 776.4K | 0.00% | — |
| 20 | ? N/A — | $41.3M | 1.62M | 0.00% | — |