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CCG

Capital CS Group Portfolio holdings

AUM $127M
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
+12.72%
1 Year Est. Return
+20.63%
3 Year Est. Return
+22.48%
5 Year Est. Return
+29.67%
10 Year Est. Return
AUM
$127M
AUM Growth
+$78.1M
Cap. Flow
+$16.4M
Cap. Flow %
12.98%
Top 10 Hldgs %
66.6%
Holding
95
New
35
Increased
24
Reduced
9
Closed
23

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Capital CS Group's Q2 2026 Portfolio in Review

As of Q2 2026, Capital CS Group held 95 positions worth $127M, up 161% from $48.6M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Capital CS Group deployed $16.4M of net new capital in Q2 2026, opening 35 new positions and adding to 24 existing holdings. Its largest new stake was FT Vest Nasdaq-100 Moderate Buffer ETF - May: 116,102 shares worth $3.08M.

By sector, the portfolio is most concentrated in Miscellaneous at 74% of assets, up from 33% a quarter earlier, followed by Industrials and Technology.

On the sell side, the largest reduction was First Trust Smith Unconstrained Bond ETF, an estimated $519K trimmed.

  • Capital CS Group's largest Q2 2026 buy was FT Vest Nasdaq-100 Moderate Buffer ETF - May: 116,102 shares worth $3.08M.
  • Capital CS Group added most to Schwab US Large-Cap Growth ETF in Q2 2026, an estimated $2.08M increase.
  • Capital CS Group's biggest Q2 2026 reduction was First Trust Smith Unconstrained Bond ETF, cutting an estimated $519K.
  • Capital CS Group fully exited State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2026, selling an estimated $539K.
  • Capital CS Group's ten largest holdings make up 67% of its $127M portfolio in Q2 2026.
  • Capital CS Group opened 35 new positions and closed 23 in Q2 2026.
  • Capital CS Group's portfolio value rose 161% quarter-over-quarter to $127M.

Based on Capital CS Group's 13F filing for Q2 2026, filed 12 Aug 2026.