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Home > Institutional Investor > Kapstone Financial Advisors Llc > Profile

Instuitional Investor - Kapstone Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Kapstone Financial Advisors Llc
Portfolio Value $201,152,744
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 58,139 $39,821,446 19.8%
2.
Apple Inc.
 AAPL 83,423 $22,679,423 11.27%
3.
Ishares Tr - CORE HIGH DV ETF
 99,257 $12,070,609 6%
4.
Palantir Technologies Inc.
 PLTR 39,300 $6,985,575 3.47%
5.
Meta Platforms Inc.
 META 8,478 $5,596,243 2.78%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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