Capstone Financial Advisors, Inc. Diversified Active

CIK: 0001599217 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $1,845,130 (100.0% shares, 0.0% debt)

Holdings (182)

VTI VANGUARD INDEX FDS 16.8%
Value ($000) $310,119 Shares 944,996 Est. Cost $190.20 Unrealized
IWB ISHARES TR 13.0%
Value ($000) $239,176 Shares 654,417 Est. Cost $159.87 Unrealized
DFAC DIMENSIONAL ETF TRUST 11.2%
Value ($000) $207,575 Shares 5,381,765 Est. Cost $26.64 Unrealized
NFRA FLEXSHARES TR 7.3%
Value ($000) $135,502 Shares 2,153,565 Est. Cost $51.05 Unrealized
BND VANGUARD BD INDEX FDS 7.0%
Value ($000) $128,360 Shares 1,725,971 Est. Cost $78.48 Unrealized
VXUS VANGUARD STAR FDS 4.6%
Value ($000) $84,200 Shares 1,146,203 Est. Cost $57.31 Unrealized
IXUS ISHARES TR 4.1%
Value ($000) $75,701 Shares 916,702 Est. Cost $58.90 Unrealized
DFAX DIMENSIONAL ETF TRUST 3.6%
Value ($000) $65,667 Shares 2,092,625 Est. Cost $23.06 Unrealized
MCD MCDONALDS CORP 3.3%
Value ($000) $61,281 Shares 201,654 Est. Cost $151.27 Unrealized +99.2%
IWF ISHARES TR 2.9%
Value ($000) $53,787 Shares 114,828 Est. Cost $116.03 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.9%
Value ($000) $52,867 Shares 1,068,881 Est. Cost $53.42 Unrealized
TILT FLEXSHARES TR 2.4%
Value ($000) $44,629 Shares 184,195 Est. Cost $123.08 Unrealized
TLTD FLEXSHARES TR 2.2%
Value ($000) $40,907 Shares 460,998 Est. Cost $48.99 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $38,287 Shares 150,363 Est. Cost $90.79 Unrealized +148.5%
ITOT ISHARES TR 1.7%
Value ($000) $31,118 Shares 213,650 Est. Cost $87.36 Unrealized
REET ISHARES TR 1.2%
Value ($000) $21,582 Shares 844,361 Est. Cost $21.52 Unrealized
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $17,546 Shares 55,627 Est. Cost $51.10 Unrealized +479.2%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $14,419 Shares 77,280 Est. Cost $129.29 Unrealized +34.8%
AVRE AMERICAN CENTY ETF TR 0.7%
Value ($000) $13,536 Shares 304,321 Est. Cost $41.78 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $9,143 Shares 15,340 Est. Cost $250.80 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $9,113 Shares 90,901 Est. Cost $102.63 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $8,788 Shares 40,024 Est. Cost $144.59 Unrealized +56.5%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $8,742 Shares 40,513 Est. Cost $77.56 Unrealized
IWM ISHARES TR 0.5%
Value ($000) $8,595 Shares 35,523 Est. Cost $205.27 Unrealized
VTEB VANGUARD MUN BD FDS 0.4%
Value ($000) $8,260 Shares 164,973 Est. Cost $49.88 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $8,113 Shares 15,664 Est. Cost $279.27 Unrealized +82.2%
VONE VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $6,965 Shares 23,036 Est. Cost $187.37 Unrealized
IGF ISHARES TR 0.4%
Value ($000) $6,804 Shares 111,329 Est. Cost $53.11 Unrealized
IAGG ISHARES TR 0.3%
Value ($000) $6,360 Shares 124,141 Est. Cost $51.09 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $6,034 Shares 8 Est. Cost $729330.75 Unrealized -0.3%
MSTR STRATEGY INC 0.3%
Value ($000) $5,380 Shares 16,698 Est. Cost $256.85 Unrealized +44.4%
CME CME GROUP INC 0.3%
Value ($000) $4,892 Shares 18,105 Est. Cost $62.36 Unrealized +332.8%
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $4,830 Shares 49,378 Est. Cost $82.18 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $3,836 Shares 4,145 Est. Cost $278.43 Unrealized +243.6%
WMT WALMART INC 0.2%
Value ($000) $3,254 Shares 31,578 Est. Cost $85.80 Unrealized +15.7%
GOOGL ALPHABET INC 0.2%
Value ($000) $3,154 Shares 12,974 Est. Cost $181.37 Unrealized +15.3%
RWO SPDR INDEX SHS FDS 0.2%
Value ($000) $3,031 Shares 66,212 Est. Cost $38.60 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $2,892 Shares 4,341 Est. Cost $339.17 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $2,876 Shares 17,290 Est. Cost $61.05 Unrealized +157.5%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $2,725 Shares 11,110 Est. Cost $132.25 Unrealized +81.7%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $2,697 Shares 58,932 Est. Cost $33.83 Unrealized
TRI CONTL CORP 0.1%
Value ($000) $2,567 Shares 75,513 Est. Cost $34.09 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $2,470 Shares 67,964 Est. Cost $32.61 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $2,132 Shares 2,903 Est. Cost $387.87 Unrealized +91.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $2,120 Shares 4,217 Est. Cost $225.94 Unrealized +114.4%
ETN EATON CORP PLC 0.1%
Value ($000) $2,027 Shares 5,416 Est. Cost $136.00 Unrealized +167.1%
MUB ISHARES TR 0.1%
Value ($000) $2,020 Shares 18,964 Est. Cost $103.93 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,733 Shares 2,886 Est. Cost $454.80 Unrealized
UNILEVER PLC 0.1%
Value ($000) $1,577 Shares 26,596 Est. Cost $59.38 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,505 Shares 13,351 Est. Cost $53.87 Unrealized +103.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,466 Shares 5,195 Est. Cost $114.63 Unrealized +126.4%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,444 Shares 2,358 Est. Cost $460.40 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $1,381 Shares 4,187 Est. Cost $202.14 Unrealized +51.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,337 Shares 2,801 Est. Cost $143.92 Unrealized +195.6%
TSLA TESLA INC 0.1%
Value ($000) $1,289 Shares 2,898 Est. Cost $225.13 Unrealized +54.1%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.1%
Value ($000) $1,273 Shares 77,527 Est. Cost $28.93 Unrealized -38.7%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,261 Shares 6,626 Est. Cost $114.13 Unrealized +78.6%
CI THE CIGNA GROUP 0.1%
Value ($000) $1,207 Shares 4,186 Est. Cost $196.14 Unrealized +49.5%
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $1,136 Shares 185,686 Est. Cost $5.02 Unrealized -4.5%
KO COCA COLA CO 0.1%
Value ($000) $1,113 Shares 16,789 Est. Cost $45.99 Unrealized +47.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $1,083 Shares 21,478 Est. Cost $48.95 Unrealized +1.0%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $973 Shares 19,540 Est. Cost $49.14 Unrealized +13.2%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $971 Shares 5,324 Est. Cost $16.18 Unrealized +901.4%
ADAMS DIVERSIFIED EQUITY FD 0.1%
Value ($000) $938 Shares 42,062 Est. Cost $17.98 Unrealized
CMCL CALEDONIA MNG CORP PLC 0.1%
Value ($000) $931 Shares 25,699 Est. Cost $25.44 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $902 Shares 4,865 Est. Cost $98.34 Unrealized +72.4%
IWV ISHARES TR 0.0%
Value ($000) $889 Shares 2,346 Est. Cost $182.41 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $885 Shares 3,824 Est. Cost $133.93 Unrealized +50.8%
GWW GRAINGER W W INC 0.0%
Value ($000) $884 Shares 928 Est. Cost $806.72 Unrealized +24.1%
IVV ISHARES TR 0.0%
Value ($000) $880 Shares 1,315 Est. Cost $425.67 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $873 Shares 2,155 Est. Cost $339.70 Unrealized +14.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $869 Shares 19,517 Est. Cost $20.28 Unrealized +112.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $846 Shares 5,022 Est. Cost $84.82 Unrealized +109.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $836 Shares 18,541 Est. Cost $50.15 Unrealized -9.2%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $830 Shares 14,533 Est. Cost $53.85 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $765 Shares 1,559 Est. Cost $193.69 Unrealized +134.8%
MRK MERCK & CO INC 0.0%
Value ($000) $756 Shares 9,013 Est. Cost $70.70 Unrealized +14.6%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $721 Shares 12,419 Est. Cost $52.68 Unrealized +2.9%
NFLX NETFLIX INC 0.0%
Value ($000) $718 Shares 599 Est. Cost $53.69 Unrealized +127.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $706 Shares 2,864 Est. Cost $273.05 Unrealized -4.6%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $680 Shares 20,750 Est. Cost $22.35 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $649 Shares 2,157 Est. Cost $144.08 Unrealized +89.3%
INTC INTEL CORP 0.0%
Value ($000) $649 Shares 19,343 Est. Cost $28.20 Unrealized -14.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $644 Shares 1,939 Est. Cost $300.73 Unrealized +5.3%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $633 Shares 5,344 Est. Cost $73.09 Unrealized
EZBC FRANKLIN TEMPLETON DIGITAL H 0.0%
Value ($000) $612 Shares 9,250 Est. Cost $35.16 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $604 Shares 23,503 Est. Cost $31.96 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $602 Shares 3,875 Est. Cost $110.38 Unrealized +38.0%
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $592 Shares 11,603 Est. Cost $50.94 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $583 Shares 2,396 Est. Cost $128.49 Unrealized +63.4%
AGGY WISDOMTREE TR 0.0%
Value ($000) $574 Shares 12,976 Est. Cost $43.99 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $564 Shares 9,812 Est. Cost $57.52 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $564 Shares 14,399 Est. Cost $61.57 Unrealized -26.9%
GLD SPDR GOLD TR 0.0%
Value ($000) $563 Shares 1,583 Est. Cost $323.49 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $562 Shares 11,079 Est. Cost $50.52 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $535 Shares 3,485 Est. Cost $118.06 Unrealized +31.2%
V VISA INC 0.0%
Value ($000) $531 Shares 1,554 Est. Cost $303.18 Unrealized +13.8%
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $520 Shares 65,253 Est. Cost $4.19 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $469 Shares 7,832 Est. Cost $46.61 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $469 Shares 614 Est. Cost $754.76 Unrealized -1.7%
PEP PEPSICO INC 0.0%
Value ($000) $464 Shares 3,306 Est. Cost $134.57 Unrealized +4.4%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $464 Shares 622 Est. Cost $397.70 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $460 Shares 808 Est. Cost $331.32 Unrealized +73.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $456 Shares 2,124 Est. Cost $148.05 Unrealized +35.2%
ORCL ORACLE CORP 0.0%
Value ($000) $448 Shares 1,593 Est. Cost $188.41 Unrealized +34.9%
ABT ABBOTT LABS 0.0%
Value ($000) $446 Shares 3,333 Est. Cost $99.06 Unrealized +31.8%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $445 Shares 16,907 Est. Cost $36.45 Unrealized
BY BYLINE BANCORP INC 0.0%
Value ($000) $440 Shares 15,871 Est. Cost $14.24 Unrealized +94.1%
AMGN AMGEN INC 0.0%
Value ($000) $422 Shares 1,496 Est. Cost $182.50 Unrealized +57.0%
GLDM WORLD GOLD TR 0.0%
Value ($000) $418 Shares 5,467 Est. Cost $66.47 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $413 Shares 3,478 Est. Cost $96.01 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $400 Shares 9,098 Est. Cost $35.88 Unrealized +18.4%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $388 Shares 22,440 Est. Cost $16.82 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $387 Shares 4,846 Est. Cost $74.25 Unrealized +14.0%
PTLO PORTILLOS INC 0.0%
Value ($000) $379 Shares 58,745 Est. Cost $14.77 Unrealized -42.9%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $378 Shares 2,027 Est. Cost $169.49 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $370 Shares 5,177 Est. Cost $50.93 Unrealized
T AT&T INC 0.0%
Value ($000) $369 Shares 13,067 Est. Cost $16.58 Unrealized +69.3%
MPC MARATHON PETE CORP 0.0%
Value ($000) $367 Shares 1,904 Est. Cost $110.96 Unrealized +57.2%
ESTC ELASTIC N V 0.0%
Value ($000) $364 Shares 4,310 Est. Cost $64.58 Unrealized +30.4%
GEV GE VERNOVA INC 0.0%
Value ($000) $363 Shares 591 Est. Cost $428.80 Unrealized +41.2%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $357 Shares 5,485 Est. Cost $65.00 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $354 Shares 5,171 Est. Cost $52.21 Unrealized +29.1%
LYFT LYFT INC 0.0%
Value ($000) $354 Shares 16,069 Est. Cost $15.21 Unrealized +10.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $350 Shares 701 Est. Cost $501.91 Unrealized -10.7%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $344 Shares 2,400 Est. Cost $61.68 Unrealized +76.8%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $342 Shares 5,732 Est. Cost $36.02 Unrealized +60.4%
IFRA ISHARES TR 0.0%
Value ($000) $342 Shares 6,482 Est. Cost $52.82 Unrealized
BA BOEING CO 0.0%
Value ($000) $339 Shares 1,570 Est. Cost $249.74 Unrealized -9.7%
F FORD MTR CO 0.0%
Value ($000) $330 Shares 27,629 Est. Cost $7.95 Unrealized +42.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $330 Shares 2,039 Est. Cost $161.38 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $321 Shares 2,802 Est. Cost $107.54 Unrealized +8.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $321 Shares 974 Est. Cost $263.84 Unrealized +22.1%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $319 Shares 2,383 Est. Cost $77.54 Unrealized +36.1%
KMX CARMAX INC 0.0%
Value ($000) $314 Shares 7,000 Est. Cost $64.75 Unrealized -7.8%
WTFC WINTRUST FINL CORP 0.0%
Value ($000) $304 Shares 2,299 Est. Cost $123.58 Unrealized +6.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $302 Shares 1,082 Est. Cost $279.29 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $301 Shares 5,000 Est. Cost $80.45 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $278 Shares 3,313 Est. Cost $67.02 Unrealized +20.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $276 Shares 800 Est. Cost $290.53 Unrealized +2.9%
GDDY GODADDY INC 0.0%
Value ($000) $274 Shares 2,000 Est. Cost $89.43 Unrealized +72.1%
BIL SPDR SERIES TRUST 0.0%
Value ($000) $272 Shares 2,966 Est. Cost $91.75 Unrealized
CSX CSX CORP 0.0%
Value ($000) $270 Shares 7,614 Est. Cost $30.44 Unrealized +11.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $267 Shares 1,311 Est. Cost $169.76 Unrealized +12.8%
BNDW VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $265 Shares 3,809 Est. Cost $69.23 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $260 Shares 174 Est. Cost $1013.97 Unrealized +48.3%
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $259 Shares 11,233 Est. Cost $23.09 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $257 Shares 535 Est. Cost $438.57 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $254 Shares 3,037 Est. Cost $88.13 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $249 Shares 1,754 Est. Cost $101.32 Unrealized +27.5%
PFE PFIZER INC 0.0%
Value ($000) $241 Shares 9,449 Est. Cost $24.14 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $239 Shares 10,286 Est. Cost $22.10 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $239 Shares 949 Est. Cost $221.00 Unrealized +10.5%
BAC BANK AMERICA CORP 0.0%
Value ($000) $238 Shares 4,608 Est. Cost $41.54 Unrealized +16.4%
USRT ISHARES TR 0.0%
Value ($000) $237 Shares 4,043 Est. Cost $58.73 Unrealized
COFS CHOICEONE FINL SVCS INC 0.0%
Value ($000) $235 Shares 8,100 Est. Cost $30.88 Unrealized -5.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $234 Shares 1,518 Est. Cost $131.99 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $229 Shares 3,514 Est. Cost $60.74 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $227 Shares 1,158 Est. Cost $173.24 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $227 Shares 1,556 Est. Cost $128.77 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $225 Shares 1,070 Est. Cost $173.82 Unrealized +19.1%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $225 Shares 2,870 Est. Cost $82.49 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $222 Shares 232 Est. Cost $665.35 Unrealized +33.5%
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value ($000) $221 Shares 9,600 Est. Cost $22.06 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $212 Shares 1,756 Est. Cost $110.07 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $210 Shares 2,139 Est. Cost $93.52 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $206 Shares 1,477 Est. Cost $139.19 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $204 Shares 2,510 Est. Cost $81.18 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $200 Shares 1,196 Est. Cost $127.82 Unrealized 0.0%
TV GRUPO TELEVISA S A B 0.0%
Value ($000) $135 Shares 50,000 Est. Cost $4.50 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $112 Shares 50,000 Est. Cost $2.09 Unrealized
VINP VINCI COMPASS INVESTMENTS LT 0.0%
Value ($000) $108 Shares 10,000 Est. Cost $16.22 Unrealized -38.7%
NEO NEOGENOMICS INC 0.0%
Value ($000) $77 Shares 10,000 Est. Cost $8.07 Unrealized -13.2%
FIGS FIGS INC 0.0%
Value ($000) $67 Shares 10,000 Est. Cost $4.62 Unrealized +42.9%
STKS THE ONE GROUP HOSPITALITY IN 0.0%
Value ($000) $59 Shares 20,000 Est. Cost $4.63 Unrealized
LDI LOANDEPOT INC 0.0%
Value ($000) $46 Shares 15,000 Est. Cost $4.76 Unrealized -51.4%
BGS B & G FOODS INC NEW 0.0%
Value ($000) $44 Shares 10,000 Est. Cost $4.59 Unrealized -12.5%
DNUT KRISPY KREME INC 0.0%
Value ($000) $39 Shares 10,000 Est. Cost $3.48 Unrealized -1.0%
GGB GERDAU SA 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $3.50 Unrealized
NOODLES & CO 0.0%
Value ($000) $16 Shares 25,000 Est. Cost $31.36 Unrealized
LNKS LINKERS INDS LTD 0.0%
Value ($000) $14 Shares 30,000 Est. Cost $3.96 Unrealized -86.5%
ORIENTAL RISE HLDGS LTD 0.0%
Value ($000) $4 Shares 20,000 Est. Cost $0.86 Unrealized