Kapstone Financial Advisors LLC - Q12026 Holdings

Kapstone Financial Advisors LLC holds 154 stocks with a total portfolio value of $ 204.15M as of Q12026. In Q12026, Kapstone Financial Advisors LLC added 32 new positions, increased stakes in 57 stocks, reduced 26 holdings, and fully exited 11 positions. The largest holding is Ishares Tr (IVV), representing 19.04% of the total portfolio.