StockDriftsStockDriftsTop 50 Capital Financial Group INC CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 9.82% | 213.6K | $18.8M | -4.01%(-8.93K) | $79.28(+15.10%) | 2026-06-30 | |
| GSIE | GOLDMAN SACHS ETF TR | 6.96% | 290.9K | $13.3M | -0.86%(-2.51K) | $42.02(+14.81%) | 2026-06-30 | |
| USMV | ISHARES TR | 6.64% | 131.5K | $12.7M | +0.18%(+231) | $94.64(+6.43%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 3.4% | 125.6K | $6.5M | -1.40%(-1.78K) | $46.81(+12.32%) | 2026-06-30 | |
| GSSC | GOLDMAN SACHS ETF TR | 3.12% | 65.3K | $6.0M | -1.89%(-1.26K) | $75.26(+22.73%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.96% | 73.3K | $5.7M | -2.37%(-1.78K) | $65.63(+19.69%) | 2026-06-30 | |
| SPAB | SPDR SERIES TRUST | 2.85% | 213.5K | $5.4M | +40.89%(+61.97K) | $25.71(-2.30%) | 2026-06-30 | |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 2.58% | 113.2K | $4.9M | +0.81%(+907) | $44.35(-2.82%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.57% | 15.0K | $4.9M | -2.87%(-444) | $318.71(+14.44%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.3% | 15.2K | $4.4M | -19.78%(-3.75K) | $263.24(+16.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.56% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.41% |
Capital Financial Group INC CO reports $191.07M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (9.8%), GSIE (7.0%) and USMV (6.6%). The top 20 holdings account for 59.74% of reported assets. Its disclosed equity book has returned +5.56% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Capital Financial Group INC CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1061555). View Capital Financial Group INC CO’s 13F filings on SEC