KAPSTONE FINANCIAL ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LCNB | 86K | $1.34M |
 | AAPL | 63K | $16.04M |
 | PLTR | 41K | $5.95M |
 | HBAN | 40K | $627.91K |
 | PG | 32K | $4.65M |
 | F | 24K | $271.38K |
 | NVDA | 20K | $3.54M |
 | CSX | 19K | $768.25K |
 | NPWR | 17K | $27.14K |
 | CSCO | 17K | $1.30M |
 | MSTR | 17K | $2.06M |
 | MO | 15K | $1.00M |
 | GOOGL | 15K | $4.32M |
 | UBER | 15K | $1.06M |
 | ABBV | 14K | $2.96M |
 | XOM | 13K | $2.17M |
 | MSFT | 11K | $4.18M |
 | HQL | 11K | $182.50K |
 | BAC | 11K | $522.70K |
 | CAG | 10K | $160.09K |
LCNB Corp.
LCNB
Shares Held
86K
Value
$1.34M
Apple Inc.
AAPL
Shares Held
63K
Value
$16.04M
Palantir Technologies Inc.
PLTR
Shares Held
41K
Value
$5.95M
Huntington Bancshares Incorporated
HBAN
Shares Held
40K
Value
$627.91K
The Procter & Gamble Company
PG
Shares Held
32K
Value
$4.65M
Ford Motor Company
F
Shares Held
24K
Value
$271.38K
NVIDIA Corporation
NVDA
Shares Held
20K
Value
$3.54M
CSX Corporation
CSX
Shares Held
19K
Value
$768.25K
NET Power Inc.
NPWR
Shares Held
17K
Value
$27.14K
Cisco Systems, Inc.
CSCO
Shares Held
17K
Value
$1.30M
Strategy Inc
MSTR
Shares Held
17K
Value
$2.06M
Altria Group, Inc.
MO
Shares Held
15K
Value
$1.00M
Alphabet Inc.
GOOGL
Shares Held
15K
Value
$4.32M
Uber Technologies, Inc.
UBER
Shares Held
15K
Value
$1.06M
AbbVie Inc.
ABBV
Shares Held
14K
Value
$2.96M
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$2.17M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$4.18M
Tekla Life Sciences Investors
HQL
Shares Held
11K
Value
$182.50K
Bank of America Corporation
BAC
Shares Held
11K
Value
$522.70K
Conagra Brands, Inc.
CAG
Shares Held
10K
Value
$160.09K