CC

Capital CS Group, LLC

13F
Capital CS Group, LLC
Last update 2025-07-14 65 Stocks (22 new)
Value $62.00 Mil Turnover 20 %
Countries:
Top Holdings: UPS(38.49%)VOO(4.62%)SCHG(4.03%)UCON(3.64%)QQQ(3.46%)
Summary Stock Picks Current Portfolio
Capital CS Group, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UPS
United Parcel Service Inc
235,090
23,730.0
-21.72%
38.490
-11.59%
0.030
+6.16%
-17.31%
85,645.1
Transportation
VOO
Vanguard S&P 500 ETF
5,018
2,850.6
+25.99%
4.620
+0.95%
0.000
+19.34%
+7.26%
658,032.1
 
SCHG
Schwab U.S. Large-Cap Growth ETF
84,961
2,481.7
+18.27%
4.030
+0.62%
0.010
+25.49%
+6.53%
45,345.5
 
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
90,199
2,245.1
-7.23%
3.640
-0.28%
0.080
+1.26%
+0.69%
2,957.3
 
QQQ
INVESCO QQQ Trust
3,864
2,131.6
+22.90%
3.460
+0.64%
0.000
+26.27%
+9.78%
357,853.0
 
UXOC
FT Vest U.S. Equity Uncapped Accelerator ETF - October
FT Vest U.S. Equity Uncapped Accelerator ETF - October
66,191
2,119.3
+1.70%
3.440
+0.06%
6.620
+20.44%
+7.72%
34.3
 
XLG
Invesco S&P 500 Top 50 ETF
27,584
1,437.1
+25.02%
2.330
+0.47%
0.020
+22.85%
+6.22%
9,676.8
 
BIGT
Roundhill BIG Tech ETF
24,772
1,374.1
+76.56%
2.230
+0.97%
41.290
+34.63%
+5.09%
6.6
 
SPY
SPDR S&P 500 ETF Trust
2,214
1,368.1
+0.14%
2.220
0%
0.000
+19.62%
+7.94%
648,846.5
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
12,487
1,145.4
-9.79%
1.860
-0.20%
0.000
+0.03%
+0.26%
41,773.5
 

Capital CS Group, LLC's Historical Top Holdings Breakdowns

Capital CS Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UPS
United Parcel Service Inc
2025-06-30
Reduce
Reduce
-11.59%
●
91.92 ($98.57) 110.2
$101.14
2.61%
Reduce -21.72%
235,090
-65,230
AVGO
Broadcom Inc
2025-06-30
New Buy
New Buy
+1.02%
●
146.29 ($216.36) 275.65
$278.59
28.76%
New holding
2,290
2,290
IBIT
ISHARES BITCOIN TR
2025-06-30
New Buy
New Buy
+0.97%
●
43.59 ($55.89) 63.23
$67.82
21.35%
New holding
9,750
9,750
BIGT
Roundhill BIG Tech ETF
2025-06-30
Add
Add
+0.97%
●
40.5 ($49.35) 55.58
$31.33
-36.51%
Add 76.56%
24,772
10,742
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.95%
●
456.74 ($525.37) 568.03
$577.95
10.01%
Add 25.99%
5,018
1,035
PLTR
Palantir Technologies Inc
2025-06-30
New Buy
New Buy
+0.85%
●
74.01 ($116.76) 144.25
$149.07
27.67%
New holding
3,856
3,856
BROS
Dutch Bros Inc
2025-06-30
New Buy
New Buy
+0.76%
●
51.37 ($65.18) 73.72
$62.78
-3.68%
New holding
6,881
6,881
SHEL
Shell PLC
2025-06-30
New Buy
New Buy
+0.75%
●
59.75 ($67.13) 73.28
$71.15
5.99%
New holding
6,544
6,544
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.71%
●
94.31 ($125.57) 157.99
$167.03
33.02%
Add 116.1%
5,193
2,790
EQT
EQT Corp
2025-06-30
New Buy
New Buy
+0.70%
●
46.11 ($53.95) 60.44
$54.34
0.72%
New holding
7,369
7,369

Capital CS Group, LLC Total Holding History ($B)

To

Capital CS Group, LLC's Asset Allocation

To

Capital CS Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Capital CS Group, LLC's Hypothetical Growth since 2025-06-30

Capital CS Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Capital CS Group, LLC's Holdings Heat Map

Size field:

Capital CS Group, LLC's Holdings Bubble Chart

Capital CS Group, LLC News

  • 1

Discussions on Capital CS Group, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.