Long-term investor
Capital Advantage, Inc. @capitaladvantageinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001628896).
Record
- Tracked since 2025-06-30 (472 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days -0.9% · 6 months -0.7% · 1 year n/a · all -1.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46431W507 · 12.6% · long · since 2026-09-30
- 808524755 · 7.0% · long · since 2025-09-30
- 921946794 · 5.0% · long · since 2025-09-30
- 921946810 · 4.9% · long · since 2025-09-30
- 46434V878 · 4.4% · long · since 2025-09-30
- 921910840 · 3.7% · long · since 2025-09-30
- 808524797 · 3.4% · long · since 2025-09-30
- 92204A504 · 3.3% · long · since 2025-09-30
- 921908844 · 3.3% · long · since 2025-09-30
- 46429B747 · 3.2% · long · since 2026-06-30
- 14020W106 · 3.2% · long · since 2025-09-30
- 78464A854 · 2.7% · long · since 2025-09-30