Capstone Financial Advisors, Inc.

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CIK 1599217

13F portfolio (2026-Q1)

$1.9B

Positions

185

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

185

Top 5

55.7%

Top 10

74.6%

Effective N

12.7

HHI

0.079

This quarter

17 new · 0 exit →

By sector

Unclassified88.0%

Consumer Discretionary4.3%

Information Technology3.9%

Financials2.0%

Industrials0.5%

Communication Services0.4%

Health Care0.3%

Energy0.2%

Other0.4%

By market cap

Unknown88.1%

Mega (>$200B)6.7%

Large ($10–200B)4.9%

Mid ($2–10B)0.2%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

Other88.0%

North America11.9%

Europe0.1%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	88.05%	76
Hotels, Restaurants & Leisure	3.35%	6
Technology Hardware & Equipment	2.05%	4
Banks	1.28%	9
Semiconductors & Semiconductor Equipment	1.20%	8
Specialty Retail	0.85%	7
Capital Markets	0.52%	5
Software	0.44%	6
Pharmaceuticals & Biotechnology	0.29%	8
Machinery	0.28%	4
Software & IT Services	0.28%	3
Oil, Gas & Consumable Fuels	0.21%	5
Chemicals	0.13%	4
Diversified Telecommunication Services	0.12%	3
Communications Equipment	0.12%	1
Commercial Services & Supplies	0.10%	4
Beverages	0.10%	2
Food Products	0.10%	4
Insurance	0.09%	4
Airlines	0.07%	2
Automobiles & Components	0.07%	2
Electrical Equipment & Components	0.06%	2
Aerospace & Defense	0.05%	3
Distributors	0.04%	1
Media & Entertainment	0.03%	2
Utilities	0.03%	2
Metals & Mining	0.03%	1
Road & Rail	0.02%	1
Entertainment	0.01%	1
Textiles, Apparel & Luxury Goods	0.01%	1
Household Durables	0.01%	1
Paper & Forest Products	0.01%	1
Professional Services	0.00%	1
Food & Staples Retailing	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VTI	VANGUARD INDEX FDS	Unclassified	16.75%
2	IWB	ISHARES TR	Unclassified	12.41%
3	DFAC	DIMENSIONAL ETF TRUST	Unclassified	11.61%
4	NFRA	FLEXSHARES TR	Unclassified	7.94%
5	BND	VANGUARD BD INDEX FDS	Unclassified	7.03%
6	VXUS	VANGUARD STAR FDS	Unclassified	4.78%
7	IXUS	ISHARES TR	Unclassified	4.23%
8	DFAX	DIMENSIONAL ETF TRUST	Unclassified	3.78%
9	MCD	MCDONALDS CORP	Consumer Discretionary	3.25%
10	BNDX	VANGUARD CHARLOTTE FDS	Unclassified	2.83%

110/185 names classified · sector 12.0% of weight · industry 11.9% · mkt cap 11.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 50 quarters

Consumer DiscretionaryMCD, GWW, AMZN, COST, SBUX · other

Information TechnologyAAPL, QCOM, MSFT, IBM, NVDA · other

FinancialsJPM, CME, BRK.B, DJP, WFC · other

Communication ServicesT, LUMN, VZ, META, DIS · other

Health CareJNJ, AMGN, PFE, MRK, GILD · other

Consumer StaplesADM, DEO, GIS, PEP, MO · other

IndustrialsACN, CAT, BA, BABA, EVH · other

EnergyXOM, CVX, PBR, MPC, SDRL · other

MaterialsPG, VALE, MYE, NKE, AA · other

UtilitiesDUK, D, IDA, EPD, EXC · other

Real EstateBXMT, PLD, WPC, OPEN, COMP

UnclassifiedVIG, VTI, IWB, MDY, IWF · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 12.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 12% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (97 classified)Capstone Financial Advisors, Inc. centroid (Large Core)

Consumer DiscretionaryInformation TechnologyFinancialsIndustrialsCommunication ServicesHealth CareEnergyConsumer StaplesMaterialsUtilities

Style box summary for Capstone Financial Advisors, Inc.: centroid Large Core. Heaviest cells: Large Growth 4.8%, Large Value 4.3%, Large Core 1.8%.

Classified: 11.7% of book weight (97/185 names) · unclassified 88.3%: VTI, IWB, DFAC, NFRA, BND, VXUS, IXUS, DFAX, BNDX, IWF +78 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 185 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VTIVANGUARD INDEX FDS	969,374	$311M	16.7%	HOLD
2	IWBISHARES TR	646,320	$230M	12.4%	HOLD
3	DFACDIMENSIONAL ETF TRUST	5,546,947	$216M	11.6%	HOLD
4	NFRAFLEXSHARES TR	2,304,218	$147M	7.9%	HOLD
5	BNDVANGUARD BD INDEX FDS	1,771,936	$130M	7.0%	HOLD
6	VXUSVANGUARD STAR FDS	1,149,849	$89M	4.8%	HOLD
7	IXUSISHARES TR	906,322	$79M	4.2%	HOLD
8	DFAXDIMENSIONAL ETF TRUST	2,065,674	$70M	3.8%	HOLD
9	MCDMCDONALDS CORP	194,414	$60M	3.3%	HOLD
10	BNDXVANGUARD CHARLOTTE FDS	1,092,406	$52M	2.8%	HOLD
11	IWFISHARES TR	114,564	$49M	2.6%	HOLD
12	TLTDFLEXSHARES TR	458,202	$43M	2.3%	HOLD
13	TILTFLEXSHARES TR	163,533	$39M	2.1%	TRIM −3%
14	AAPLAPPLE INC	142,016	$36M	1.9%	TRIM −2%
15	ITOTISHARES TR	218,187	$31M	1.7%	HOLD
16	REETISHARES TR	850,332	$21M	1.2%	HOLD
17	JPMJPMORGAN CHASE & CO	66,013	$19M	1.0%	ADD 19%
18	NVDANVIDIA CORPORATION	101,971	$18M	1.0%	ADD 38%
19	AVREAMERICAN CENTY ETF TR	316,505	$14M	0.8%	HOLD
20	MDYSPDR S&P MIDCAP 400 ETF TR	15,178	$9M	0.5%	HOLD
21	IWMISHARES TR	35,073	$9M	0.5%	HOLD
22	AGGISHARES TR	85,793	$9M	0.5%	TRIM −3%
23	VIGVANGUARD SPECIALIZED FUNDS	39,283	$8M	0.5%	HOLD
24	VTEBVANGUARD MUN BD FDS	165,934	$8M	0.4%	HOLD
25	AMZNAMAZON COM INC	38,913	$8M	0.4%	HOLD
26	IGFISHARES TR	111,550	$7M	0.4%	HOLD
27	VONEVanguard Russell 1000 ETF	22,670	$7M	0.4%	HOLD
28	IAGGISHARES TR	124,794	$6M	0.3%	HOLD
29	MSFTMICROSOFT CORP	16,209	$6M	0.3%	ADD 3%
30	CMECME GROUP INC	18,117	$5M	0.3%	HOLD
31	BRK.ABERKSHIRE HATHAWAY INC DEL	7	$5M	0.3%	HOLD
32	VTWOVANGUARD SCOTTSDALE FDS	49,175	$5M	0.3%	HOLD
33	COSTCOSTCO WHSL CORP NEW	4,013	$4M	0.2%	HOLD
34	CBOECBOE GLOBAL MKTS INC	11,100	$3M	0.2%	HOLD
35	RWOSPDR INDEX SHS FDS	66,212	$3M	0.2%	HOLD
36	GOOGLALPHABET INC	9,578	$3M	0.1%	TRIM −15%
37	SPYSTATE STR SPDR S&P 500 ETF T	4,123	$3M	0.1%	TRIM −4%
38	DFAUDIMENSIONAL ETF TRUST	58,935	$3M	0.1%	HOLD
39	DFAIDIMENSIONAL ETF TRUST	66,178	$3M	0.1%	HOLD
40	TYTRI CONTL CORP	75,513	$2M	0.1%	HOLD
41	XOMEXXON MOBIL CORP	13,251	$2M	0.1%	HOLD
42	QCOMQUALCOMM INC	17,037	$2M	0.1%	HOLD
43	WMTWALMART INC	17,240	$2M	0.1%	TRIM −26%
44	ETNEATON CORP PLC	5,448	$2M	0.1%	HOLD
45	QQQINVESCO QQQ TR	3,355	$2M	0.1%	TRIM −10%
46	CATCATERPILLAR INC	2,663	$2M	0.1%	TRIM −6%
47	VOOVANGUARD INDEX FDS	3,057	$2M	0.1%	TRIM −21%
48	METAMETA PLATFORMS INC	3,027	$2M	0.1%	ADD 2%
49	MUBISHARES TR	16,175	$2M	0.1%	TRIM −16%
50	MSTRSTRATEGY INC	13,224	$2M	0.1%	HOLD
51	BRK.BBERKSHIRE HATHAWAY INC DEL	2,937	$1M	0.1%	TRIM −29%
52	ULUNILEVER PLC	23,640	$1M	0.1%	HOLD
53	KOCOCA COLA CO	17,086	$1M	0.1%	HOLD
54	IBMINTERNATIONAL BUSINESS MACHS	5,252	$1M	0.1%	HOLD
55	LUMNLUMEN TECHNOLOGIES INC	180,286	$1M	0.1%	HOLD
56	JNJJOHNSON & JOHNSON	4,885	$1M	0.1%	HOLD
57	MUMICRON TECHNOLOGY INC	3,498	$1M	0.1%	ADD 72%
58	VTVANGUARD INTL EQUITY INDEX F	8,310	$1M	0.1%	NEW
59	CITHE CIGNA GROUP	4,157	$1M	0.1%	HOLD
60	LRCXLAM RESEARCH CORP	4,973	$1M	0.1%	ADD 131%
61	ALKAlaska Air Group, Inc.	28,867	$1M	0.1%	ADD 48%
62	CAOSEA SERIES TRUST	11,093	$1M	0.1%	ADD 99%
63	MRKMERCK & CO INC	8,244	$991,726	0.1%	TRIM −7%
64	DRIDARDEN RESTAURANTS INC	4,981	$976,509	0.1%	TRIM −11%
65	ADXADAMS DIVERSIFIED EQUITY FD	42,977	$940,758	0.1%	HOLD
66	TSLATESLA INC	2,507	$931,974	0.1%	TRIM −11%
67	IVVISHARES TR	1,386	$905,546	0.0%	ADD 4%
68	ACNACCENTURE PLC IRELAND	4,548	$901,823	0.0%	TRIM −16%
69	IWVISHARES TR	2,358	$873,974	0.0%	HOLD
70	ABBVABBVIE INC	3,859	$839,254	0.0%	HOLD
71	AMATAPPLIED MATLS INC	2,435	$832,396	0.0%	NEW
72	JEPIJPMorgan Equity Premium Income ETF	14,501	$821,924	0.0%	HOLD
73	FITBFIFTH THIRD BANCORP	17,291	$803,359	0.0%	TRIM −11%
74	PLTRPALANTIR TECHNOLOGIES INC	5,472	$800,445	0.0%	HOLD
75	ICEINTERCONTINENTAL EXCHANGE IN	5,047	$793,868	0.0%	HOLD
76	GISGENERAL MILLS INC	20,928	$778,941	0.0%	HOLD
77	GLDSPDR GOLD TR	1,806	$777,104	0.0%	ADD 12%
78	BMYBRISTOL-MYERS SQUIBB CO	12,432	$753,992	0.0%	TRIM −5%
79	CVXCHEVRON CORP NEW	3,614	$747,766	0.0%	HOLD
80	DFICDIMENSIONAL ETF TRUST	20,750	$737,248	0.0%	HOLD
81	JEPQJ P MORGAN EXCHANGE TRADED F	13,152	$730,205	0.0%	ADD 29%
82	HDHOME DEPOT INC	2,163	$711,338	0.0%	HOLD
83	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,050	$692,798	0.0%	ADD 89%
84	GWWWW GRAINGER INC	626	$682,848	0.0%	HOLD
85	ESGVVanguard ESG US Stock - ETF	5,766	$647,378	0.0%	ADD 3%
86	TAT&T INC	22,022	$638,413	0.0%	ADD 98%
87	GOOGALPHABET INC	2,218	$636,142	0.0%	TRIM −14%
88	INTCINTEL CORP	14,128	$623,449	0.0%	TRIM −7%
89	CRWDCROWDSTRIKE HLDGS INC	1,591	$621,143	0.0%	HOLD
90	GEVGE VERNOVA INC	690	$602,307	0.0%	ADD 16%
91	GEGE AEROSPACE	2,081	$590,526	0.0%	HOLD
92	LLYELI LILLY & CO	627	$576,309	0.0%	HOLD
93	SCHBSCHWAB STRATEGIC TR	22,871	$574,069	0.0%	HOLD
94	LWLAMB WESTON HLDGS INC	13,389	$565,806	0.0%	HOLD
95	AGGYWISDOMTREE TR	12,783	$555,435	0.0%	HOLD
96	AXPAMERICAN EXPRESS CO	1,832	$554,192	0.0%	TRIM −5%
97	JMSTJ P MORGAN EXCHANGE TRADED F	10,709	$545,927	0.0%	ADD 40%
98	AMGNAMGEN INC	1,503	$528,839	0.0%	HOLD
99	PEPPEPSICO INC	3,374	$523,922	0.0%	HOLD
100	BYBYLINE BANCORP INC	16,040	$506,383	0.0%	HOLD
101	AMDADVANCED MICRO DEVICES INC	2,447	$497,794	0.0%	ADD 26%
102	NFLXNETFLIX INC	5,111	$491,423	0.0%	TRIM −7%
103	FCXFREEPORT MCMORAN INC	7,958	$467,772	0.0%	ADD 14%
104	MPCMARATHON PETE CORP	1,904	$464,919	0.0%	HOLD
105	VEAVANGUARD TAX-MANAGED FDS	7,045	$451,449	0.0%	TRIM −24%
106	AVGOBROADCOM INC	1,429	$442,368	0.0%	TRIM −53%
107	VGTVANGUARD WORLD FD	622	$434,130	0.0%	HOLD
108	GLDMWORLD GOLD TR	4,664	$432,307	0.0%	TRIM −9%
109	VVISA INC	1,429	$431,953	0.0%	TRIM −9%
110	PGPROCTER AND GAMBLE CO	2,962	$427,837	0.0%	HOLD
111	LMTLOCKHEED MARTIN CORP	705	$426,204	0.0%	HOLD
112	VTVVANGUARD INDEX FDS	2,168	$425,407	0.0%	TRIM −2%
113	VZVERIZON COMMUNICATIONS INC	8,356	$419,452	0.0%	HOLD
114	ADMARCHER DANIELS MIDLAND CO	5,732	$416,673	0.0%	HOLD
115	SCHXSCHWAB U.S. LARGE-CAP ETF	16,230	$416,126	0.0%	HOLD
116	IJRISHARES TR	3,328	$413,738	0.0%	TRIM −5%
117	CLCOLGATE PALMOLIVE CO	4,843	$412,769	0.0%	HOLD
118	CMGCHIPOTLE MEXICAN GRILL INC	12,683	$405,983	0.0%	TRIM −9%
119	ALLALLSTATE CORP	1,952	$404,778	0.0%	TRIM −6%
120	CSCOCISCO SYS INC	5,197	$403,219	0.0%	HOLD
121	VTESVANGUARD WELLINGTON FD	3,921	$396,570	0.0%	NEW
122	MAMASTERCARD INCORPORATED	783	$391,256	0.0%	HOLD
123	VEUVANGUARD INTL EQUITY INDEX F	5,177	$388,830	0.0%	HOLD
124	WTFCWINTRUST FINL CORP	2,769	$384,725	0.0%	ADD 20%
125	IFRAISHARES U.S. INFRASTRUCTURE ETF	6,581	$376,411	0.0%	HOLD
126	KMXCARMAX INC	9,000	$374,220	0.0%	HOLD
127	IBITISHARES BITCOIN TRUST ETF	9,299	$357,268	0.0%	ADD 28%
128	BABOEING CO	1,772	$352,682	0.0%	TRIM −6%
129	DELLDELL TECHNOLOGIES INC	2,121	$348,094	0.0%	ADD 16%
130	ICSHISHARES TR	6,849	$346,702	0.0%	TRIM −15%
131	FFORD MTR CO	28,071	$323,943	0.0%	HOLD
132	CSXCSX CORP	7,614	$312,555	0.0%	HOLD
133	PTLOPORTILLOS INC	58,745	$310,762	0.0%	HOLD
134	GSGISHARES S&P GSCI COMMODITY-	9,600	$309,600	0.0%	HOLD
135	ABTABBOTT LABS	2,984	$306,358	0.0%	HOLD
136	RYAAYRYANAIR HOLDINGS PLC	5,000	$289,000	0.0%	HOLD
137	CEGCONSTELLATION ENERGY CORP	974	$271,886	0.0%	TRIM −17%
138	PFEPFIZER INC	9,525	$267,462	0.0%	ADD 3%
139	ASMLASML HOLDING N V	196	$258,883	0.0%	NEW
140	WFCWELLS FARGO CO NEW	3,241	$258,046	0.0%	HOLD
141	ORCLORACLE CORP	1,746	$256,782	0.0%	ADD 3%
142	XLESELECT SECTOR SPDR TR	4,030	$246,892	0.0%	NEW
143	USRTISHARES TR	4,125	$244,163	0.0%	HOLD
144	PZAINVESCO EXCH TRADED FD TR II	10,569	$242,870	0.0%	HOLD
145	HONHONEYWELL INTL INC	1,070	$241,958	0.0%	HOLD
146	BMOPBNY MELLON ETF TRUST II	9,823	$241,941	0.0%	NEW
147	IJHISHARES TR	3,576	$241,484	0.0%	HOLD
148	BNDWVANGUARD SCOTTSDALE FDS	3,498	$239,079	0.0%	TRIM −10%
149	SCHFSCHWAB STRATEGIC TR	9,579	$237,088	0.0%	HOLD
150	INTUINTUIT	548	$236,945	0.0%	NEW
151	VUGVANGUARD INDEX FDS	535	$233,790	0.0%	HOLD
152	XLPSELECT SECTOR SPDR TR	2,836	$232,537	0.0%	HOLD
153	UNHUNITEDHEALTH GROUP INC	855	$231,355	0.0%	HOLD
154	COFSCHOICEONE FINL SVCS INC	8,100	$227,772	0.0%	HOLD
155	COPCONOCOPHILLIPS	1,719	$226,968	0.0%	NEW
156	MCHIISHARES TR MSCI CHINA ETF	4,000	$224,720	0.0%	HOLD
157	LOWLOWES COS INC	945	$223,386	0.0%	HOLD
158	PSXPHILLIPS 66	1,223	$222,803	0.0%	NEW
159	DISDISNEY WALT CO	2,306	$222,227	0.0%	HOLD
160	ESTCELASTIC N V	4,310	$215,457	0.0%	HOLD
161	VIAVVIAVI SOLUTIONS INC	6,457	$214,889	0.0%	NEW
162	LYFTLYFT INC	16,059	$213,585	0.0%	HOLD
163	IDAIDACORP INC	1,494	$213,551	0.0%	NEW
164	MSMORGAN STANLEY	1,281	$210,866	0.0%	ADD 2%
165	FBTCFIDELITY WISE ORIGIN BITCOIN	3,572	$210,856	0.0%	ADD 20%
166	HOODROBINHOOD MKTS INC	3,037	$210,465	0.0%	HOLD
167	IYWISHARES TR	1,159	$210,197	0.0%	HOLD
168	VSGXVANGUARD WORLD FD	2,894	$207,614	0.0%	HOLD
169	XLVSELECT SECTOR SPDR TR	1,388	$203,547	0.0%	TRIM −11%
170	BBWIBATH & BODY WORKS INC	10,657	$198,967	0.0%	HOLD
171	FMCF M C CORP	10,000	$172,200	0.0%	NEW
172	FIGSFIGS INC	10,000	$147,700	0.0%	HOLD
173	HELEHELEN OF TROY LTD	10,000	$144,200	0.0%	NEW
174	CLWCLEARWATER PAPER CORP	10,000	$143,800	0.0%	NEW
175	FWRGFIRST WATCH RESTAURANT GROUP	10,500	$110,040	0.0%	NEW
176	VINPVINCI COMPASS INVESTMENTS LT	10,000	$105,500	0.0%	HOLD
177	SPDNDIREXION SHS ETF TR	10,547	$104,940	0.0%	NEW
178	NEONEOGENOMICS INC	10,000	$74,200	0.0%	HOLD
179	STKSTHE ONE GROUP HOSPITALITY IN	30,000	$53,400	0.0%	ADD 50%
180	DNUTKRISPY KREME INC	10,000	$33,900	0.0%	HOLD
181	ANGXANGEL STUDIOS INC	10,000	$30,500	0.0%	NEW
182	LDILOANDEPOT INC	15,000	$21,300	0.0%	HOLD
183	SLQTSELECTQUOTE INC	25,000	$15,738	0.0%	ADD 150%
184	UHGUNITED HOMES GROUP INC	10,000	$11,600	0.0%	HOLD
185	BYNDBEYOND MEAT INC	10,119	$7,100	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VTIVANGUARD INDEX FDS

951K

961K

942K

945K

958K

969K

$311M

IWBISHARES TR

681K

666K

661K

654K

649K

646K

$230M

DFACDIMENSIONAL ETF TRUST

5.6M

5.4M

5.5M

$216M

NFRAFLEXSHARES TR

2.1M

2.2M

2.3M

$147M

BNDVANGUARD BD INDEX FDS

1.7M

1.8M

$130M

VXUSVANGUARD STAR FDS

1.2M

1.1M

$89M

IXUSISHARES TR

901K

884K

921K

917K

906K

$79M

DFAXDIMENSIONAL ETF TRUST

2.2M

2.1M

$70M

MCDMCDONALDS CORP

217K

216K

206K

202K

198K

194K

$60M

BNDXVANGUARD CHARLOTTE FDS

1.0M

1.1M

$52M

IWFISHARES TR

115K

$49M

TLTDFLEXSHARES TR

467K

465K

462K

461K

460K

458K

$43M

TILTFLEXSHARES TR

153K

151K

189K

184K

169K

164K

$39M

AAPLAPPLE INC

156K

149K

147K

150K

145K

142K

$36M

ITOTISHARES TR

163K

162K

215K

214K

218K

$31M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Capstone Financial Advisors, Inc.