KAPSTONE FINANCIAL ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LCNB | 86K | $1.41M |
 | AAPL | 83K | $22.68M |
 | F | 51K | $663.43K |
 | HBAN | 40K | $696.12K |
 | PLTR | 39K | $6.99M |
 | PG | 31K | $4.38M |
 | NVDA | 20K | $3.67M |
 | CSX | 19K | $678.42K |
 | NPWR | 17K | $39.66K |
 | MSTR | 17K | $2.57M |
 | GOOGL | 16K | $5.00M |
 | CSCO | 16K | $1.22M |
 | MO | 15K | $876.14K |
 | UBER | 14K | $1.18M |
 | HQL | 14K | $241.73K |
 | PM | 14K | $2.22M |
 | ABBV | 14K | $3.14M |
 | XOM | 12K | $1.43M |
 | MSFT | 11K | $5.20M |
 | BAC | 11K | $589.71K |
LCNB Corp.
LCNB
Shares Held
86K
Value
$1.41M
Apple Inc.
AAPL
Shares Held
83K
Value
$22.68M
Ford Motor Company
F
Shares Held
51K
Value
$663.43K
Huntington Bancshares Incorporated
HBAN
Shares Held
40K
Value
$696.12K
Palantir Technologies Inc.
PLTR
Shares Held
39K
Value
$6.99M
The Procter & Gamble Company
PG
Shares Held
31K
Value
$4.38M
NVIDIA Corporation
NVDA
Shares Held
20K
Value
$3.67M
CSX Corporation
CSX
Shares Held
19K
Value
$678.42K
NET Power Inc.
NPWR
Shares Held
17K
Value
$39.66K
Strategy Inc
MSTR
Shares Held
17K
Value
$2.57M
Alphabet Inc.
GOOGL
Shares Held
16K
Value
$5.00M
Cisco Systems, Inc.
CSCO
Shares Held
16K
Value
$1.22M
Altria Group, Inc.
MO
Shares Held
15K
Value
$876.14K
Uber Technologies, Inc.
UBER
Shares Held
14K
Value
$1.18M
Tekla Life Sciences Investors
HQL
Shares Held
14K
Value
$241.73K
Philip Morris International Inc.
PM
Shares Held
14K
Value
$2.22M
AbbVie Inc.
ABBV
Shares Held
14K
Value
$3.14M
Exxon Mobil Corporation
XOM
Shares Held
12K
Value
$1.43M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.20M
Bank of America Corporation
BAC
Shares Held
11K
Value
$589.71K