KAPSTONE FINANCIAL ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LCNB | 89K | $1.33M |
 | AAPL | 85K | $21.52M |
 | MSTR | 72K | $23.20M |
 | F | 51K | $604.77K |
 | PLTR | 40K | $7.35M |
 | HBAN | 40K | $692.91K |
 | PG | 31K | $4.79M |
 | NVDA | 20K | $3.76M |
 | CSX | 19K | $666.81K |
 | NPWR | 17K | $52.36K |
 | GOOGL | 16K | $3.87M |
 | CSCO | 16K | $1.06M |
 | MO | 15K | $1.01M |
 | PM | 14K | $2.27M |
 | HQL | 14K | $216.97K |
 | ABBV | 14K | $3.18M |
 | BAC | 12K | $595.71K |
 | XOM | 11K | $1.21M |
 | MSFT | 10K | $5.43M |
 | CAG | 10K | $186.47K |
LCNB Corp.
LCNB
Shares Held
89K
Value
$1.33M
Apple Inc.
AAPL
Shares Held
85K
Value
$21.52M
MicroStrategy Incorporated
MSTR
Shares Held
72K
Value
$23.20M
Ford Motor Company
F
Shares Held
51K
Value
$604.77K
Palantir Technologies Inc.
PLTR
Shares Held
40K
Value
$7.35M
Huntington Bancshares Incorporated
HBAN
Shares Held
40K
Value
$692.91K
The Procter & Gamble Company
PG
Shares Held
31K
Value
$4.79M
NVIDIA Corporation
NVDA
Shares Held
20K
Value
$3.76M
CSX Corporation
CSX
Shares Held
19K
Value
$666.81K
NET Power Inc.
NPWR
Shares Held
17K
Value
$52.36K
Alphabet Inc.
GOOGL
Shares Held
16K
Value
$3.87M
Cisco Systems, Inc.
CSCO
Shares Held
16K
Value
$1.06M
Altria Group, Inc.
MO
Shares Held
15K
Value
$1.01M
Philip Morris International Inc.
PM
Shares Held
14K
Value
$2.27M
Tekla Life Sciences Investors
HQL
Shares Held
14K
Value
$216.97K
AbbVie Inc.
ABBV
Shares Held
14K
Value
$3.18M
Bank of America Corporation
BAC
Shares Held
12K
Value
$595.71K
Exxon Mobil Corporation
XOM
Shares Held
11K
Value
$1.21M
Microsoft Corporation
MSFT
Shares Held
10K
Value
$5.43M
Conagra Brands, Inc.
CAG
Shares Held
10K
Value
$186.47K