CIK 1966087
Kapstone Financial Advisors LLC
Institutional 13F holdings & portfolio
Holdings
133
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 133
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| F | FORD MTR CO | 51K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 11K | $500K+ | SH |
| KO | COCA COLA CO | 8K | $500K+ | SH |
| AXON | AXON ENTERPRISE INC | 1K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 4K | $500K+ | SH |
| SO | SOUTHERN CO | 6K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 1K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 5K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 869 | $100K–$500K | SH |
| CINF | CINCINNATI FINL CORP | 3K | $100K–$500K | SH |
| DHI | D R HORTON INC | 3K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 689 | $100K–$500K | SH |
| IEFA | ISHARES TR | 4K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 3K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 8K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 6K | $100K–$500K | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 3K | $100K–$500K | SH |
| FDX | FEDEX CORP | 1K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 894 | $100K–$500K | SH |
| KR | KROGER CO | 5K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 4K | $100K–$500K | SH |
| IWB | ISHARES TR | 810 | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| DTD | WISDOMTREE TR | 4K | $100K–$500K | SH |
| AGD | ABRDN GLOBAL DYNAMIC DIVIDEN | 25K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 31K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| QYLD | GLOBAL X FDS | 16K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 350 | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 904 | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 6K | $100K–$500K | SH |
| FOF | COHEN & STEERS CLOSED-END OP | 21K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 252 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 868 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| FTQI | FIRST TR EXCHANGE TRADED FD | 12K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |