KAPSTONE FINANCIAL ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AXP | 1K | $433.14K |
 | MLM | 1K | $814.32K |
 | ISRG | 1K | $558.14K |
 | CMI | 1K | $515.94K |
 | LOW | 1K | $291.52K |
 | FDX | 1K | $270.95K |
 | ELV | 1K | $366.10K |
 | LMT | 1K | $562.11K |
 | COST | 1K | $1.01M |
 | ORCL | 1K | $286.30K |
 | MCD | 1K | $309.36K |
 | AXON | 969 | $695.39K |
 | UNP | 930 | $219.82K |
 | TMUS | 917 | $219.51K |
 | MA | 683 | $388.50K |
 | SPGI | 416 | $202.47K |
 | MCK | 353 | $272.71K |
 | BRK-A | 1 | $754.20K |
American Express Company
AXP
Shares Held
1K
Value
$433.14K
Martin Marietta Materials, Inc.
MLM
Shares Held
1K
Value
$814.32K
Intuitive Surgical, Inc.
ISRG
Shares Held
1K
Value
$558.14K
Cummins Inc.
CMI
Shares Held
1K
Value
$515.94K
Lowe's Companies, Inc.
LOW
Shares Held
1K
Value
$291.52K
FedEx Corporation
FDX
Shares Held
1K
Value
$270.95K
Elevance Health Inc.
ELV
Shares Held
1K
Value
$366.10K
Lockheed Martin Corporation
LMT
Shares Held
1K
Value
$562.11K
Costco Wholesale Corporation
COST
Shares Held
1K
Value
$1.01M
Oracle Corporation
ORCL
Shares Held
1K
Value
$286.30K
McDonald's Corporation
MCD
Shares Held
1K
Value
$309.36K
Axon Enterprise, Inc.
AXON
Shares Held
969
Value
$695.39K
Union Pacific Corporation
UNP
Shares Held
930
Value
$219.82K
T-Mobile US, Inc.
TMUS
Shares Held
917
Value
$219.51K
Mastercard Incorporated
MA
Shares Held
683
Value
$388.50K
S&P Global Inc.
SPGI
Shares Held
416
Value
$202.47K
McKesson Corporation
MCK
Shares Held
353
Value
$272.71K
Berkshire Hathaway Inc.
BRK-A
Shares Held
1
Value
$754.20K