Capital Square, LLC - Portfolio Stock Holdings
Capital Square, LLC disclosed 260 stock positions in a recent SEC 13F filing. $504,266,105 of stock holdings were filed, with the largest holdings including SPCL, VTI, and PFF. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $449,867,352 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
260Est. Stock Holding Value:
$504,266,105Top Stock Holdings By Sector
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Portfolio Stock Holdings - Capital Square, LLC
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