Capital Advantage, Inc. - Portfolio Stock Holdings
Capital Advantage, Inc. disclosed 160 stock positions in a recent SEC 13F filing. $819,648,102 of stock holdings were filed, with the largest holdings including CGMS, FNDF, and VYMI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,276,570,885 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
160Est. Stock Holding Value:
$819,648,102Top Stock Holdings By Sector
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Portfolio Stock Holdings - Capital Advantage, Inc.
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