CIK 1798736
Capital Square, LLC
Institutional 13F holdings & portfolio
Holdings
221
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 221
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJT | ISHARES TR S&P SML 600 GWT | 8K | $1M+ | SH |
| SUI | SUN CMNTYS INCORPORATED REIT | 9K | $1M+ | SH |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 23K | $1M+ | SH |
| WELL | WELLTOWER INCORPORATED REIT | 6K | $1M+ | SH |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 11K | $1M+ | SH |
| OEF | ISHARES TR S&P 100 ETF | 3K | $500K+ | SH |
| USIG | ISHARES TR USD INV GRDE ETF | 18K | $500K+ | SH |
| CAT | CATERPILLAR INCORPORATED | 2K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 2K | $500K+ | SH |
| WMT | WALMART INCORPORATED | 8K | $500K+ | SH |
| T | AT&T INCORPORATED | 35K | $500K+ | SH |
| ELS | EQUITY LIFESTYLE PPTYS INCORPORATED REIT | 14K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORPORATION | 2K | $500K+ | SH |
| CVX | CHEVRON CORPORATION NEW | 5K | $500K+ | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 8K | $500K+ | SH |
| LADR | LADDER CAP CORPORATION CLASS A REIT | 71K | $500K+ | SH |
| C | CITIGROUP INCORPORATED COM NEW | 7K | $500K+ | SH |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | 7K | $500K+ | SH |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 2K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORPORATION | 2K | $500K+ | SH |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | 8K | $500K+ | SH |
| EXR | EXTRA SPACE STORAGE INCORPORATED REIT | 6K | $500K+ | SH |
| CI | THE CIGNA GROUP | 3K | $500K+ | SH |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | 9K | $500K+ | SH |
| COST | COSTCO WHOLESALE CORPORATION NEW | 809 | $500K+ | SH |
| CPT | CAMDEN PROPERTY TR SH BEN INT REIT | 6K | $500K+ | SH |
| META | META PLATFORMS INCORPORATED CLASS A | 981 | $500K+ | SH |
| ADC | AGREE RLTY CORPORATION REIT | 9K | $500K+ | SH |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | 6K | $500K+ | SH |
| KO | COCA COLA COMPANY | 9K | $500K+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 2K | $500K+ | SH |
| NNN | NNN REIT INCORPORATED REIT | 15K | $500K+ | SH |
| ADBE | ADOBE INCORPORATED | 2K | $500K+ | SH |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | 4K | $500K+ | SH |
| GPC | GENUINE PARTS COMPANY | 5K | $500K+ | SH |
| AZO | AUTOZONE INCORPORATED | 163 | $500K+ | SH |
| SLV | ISHARES SILVER TR ISHARES | 8K | $500K+ | SH |
| AVGO | BROADCOM INCORPORATED | 2K | $500K+ | SH |
| BX | BLACKSTONE INCORPORATED | 3K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | 13K | $500K+ | SH |
| AMT | AMERICAN TOWER CORPORATION NEW REIT | 3K | $500K+ | SH |
| CCL | CARNIVAL CORP | 17K | $500K+ | SH |
| PSI | Invesco Semiconductors ETF | 6K | $500K+ | SH |
| CRK | COMSTOCK RES INCORPORATED | 21K | $100K–$500K | SH |
| CSR | CENTERSPACE REIT | 7K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 2K | $100K–$500K | SH |
| VUG | VANGUARD GROWTH ETF | 968 | $100K–$500K | SH |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | 4K | $100K–$500K | SH |
| CASY | CASEYS GENERAL STORES INCORPORATED | 811 | $100K–$500K | SH |
| NOW | SERVICENOW INCORPORATED | 3K | $100K–$500K | SH |