CAPITAL PERFORMANCE ADVISORS LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 179K | $48.73M |
 | NVDA | 101K | $18.92M |
 | AMZN | 51K | $11.75M |
 | PCG | 50K | $810.50K |
 | PECO | 43K | $1.52M |
 | GNW | 43K | $385.62K |
 | PLUG | 39K | $77.10K |
 | ADT | 36K | $287.82K |
 | BAC | 34K | $1.84M |
 | MSFT | 32K | $15.39M |
 | GOOGL | 31K | $9.61M |
 | SAN | 28K | $333.86K |
 | INTC | 26K | $964.29K |
 | T | 26K | $633.63K |
 | SNAP | 25K | $204.53K |
 | MRCC | 24K | $237.89K |
 | PFE | 24K | $585.27K |
 | CMG | 23K | $835.79K |
 | HBAN | 22K | $385.93K |
 | BRK-B | 22K | $10.97M |
Apple Inc.
AAPL
Shares Held
179K
Value
$48.73M
NVIDIA Corporation
NVDA
Shares Held
101K
Value
$18.92M
Amazon.com, Inc.
AMZN
Shares Held
51K
Value
$11.75M
Pacific Gas & Electric Co.
PCG
Shares Held
50K
Value
$810.50K
Phillips Edison & Company, Inc.
PECO
Shares Held
43K
Value
$1.52M
Genworth Financial, Inc.
GNW
Shares Held
43K
Value
$385.62K
Plug Power Inc.
PLUG
Shares Held
39K
Value
$77.10K
ADT Inc.
ADT
Shares Held
36K
Value
$287.82K
Bank of America Corporation
BAC
Shares Held
34K
Value
$1.84M
Microsoft Corporation
MSFT
Shares Held
32K
Value
$15.39M
Alphabet Inc.
GOOGL
Shares Held
31K
Value
$9.61M
Banco Santander, S.A.
SAN
Shares Held
28K
Value
$333.86K
Intel Corporation
INTC
Shares Held
26K
Value
$964.29K
AT&T Inc.
T
Shares Held
26K
Value
$633.63K
Snap Inc.
SNAP
Shares Held
25K
Value
$204.53K
Monroe Capital Corporation
MRCC
Shares Held
24K
Value
$237.89K
Pfizer Inc.
PFE
Shares Held
24K
Value
$585.27K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
23K
Value
$835.79K
Huntington Bancshares Incorporated
HBAN
Shares Held
22K
Value
$385.93K
Berkshire Hathaway Inc.
BRK-B
Shares Held
22K
Value
$10.97M