Holdings
Kapstone Financial Advisors LLC
As of Jun 30, 2026, Kapstone Financial Advisors LLC reported 89 positions worth US$113M. Largest: Apple Inc, Alphabet Inc (google) Class C and Procter & Gamble Company (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 61,991 | US$17.9M | −1,204 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 24,015 | US$8.58M | −313 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 33,936 | US$4.98M | +1,766 | Jun 30, 2026 |
| Palantir Technologies Inc. | 42,616 | US$4.97M | +1,927 | Jun 30, 2026 |
| Meta Platforms, Inc. | 8,110 | US$4.57M | −368 | Jun 30, 2026 |
| Microsoft Corp. | 12,065 | US$4.5M | +767 | Jun 30, 2026 |
| Nvidia Corporation | 20,357 | US$4.07M | +63 | Jun 30, 2026 |
| Abbvie Inc. | 15,264 | US$3.84M | +1,642 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 7,590 | US$3.8M | −176 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 9,463 | US$3.1M | +313 | Jun 30, 2026 |