Capital Financial Group Inc Co Activity Report: Q2 Investments
Capital Financial Group Inc Co held a portfolio valued at $186.8 million as of June 30, 2026. This report details observable changes in holdings during the quarter.
As of June 30, 2026, Capital Financial Group Inc Co managed a substantial portfolio valued at $186.79 million.. The firm observed activity across various sectors during the quarter ending June 30th.
Significant Purchases Observed This Quarter
Capital Financial Group demonstrated notable buying interest in several holdings during Q2:
- FTGC: The firm increased its position significantly by 104.97%, suggesting strong confidence in First TR Exchange Trad FD VI.
- RTO: Capital Financial Group purchased shares of RENTOKIL INITIAL PLC, increasing its holdings by 100%.
- CTA: The investor boosted Simplify Exchange Traded Fun allocation by approximately 30.34%, indicating a strategic move.
- T (AT&T): Capital Financial Group added to its AT&T position, increasing the stake by over 140%.
- PULS: The firm increased PIMCO ETF allocation slightly but still purchased additional shares.
Substantial Sales Observed This Quarter
In contrast, Capital Financial Group also divested significant portions of its portfolio:
- SLQD: The investor sold off a large portion of IShares Trust preferred shares, reducing the position by approximately 47.45%.
- GLDM: Capital Financial Group disposed of World Gold Discovery ETF holdings, decreasing them by roughly 44.13%.
Other Notable Changes and Context
Beyond these major shifts, the firm also made incremental adjustments:
- PIMCO ETFs (TOTL): Capital Financial Group purchased shares of SSGA Active ETF Trust.
- AAPL: The investor reduced its Apple allocation by nearly 20%.
- ALLY: Capital Financial Group increased Ally Financial Inc position modestly, but not enough to reach a major buy category threshold.
No purchases were observed in the following categories according to this filing: Capital Financial Group Inc Co did not add any holdings classified under "Healthcare" or "Communication Services" based on these specific disclosures.
Overall Portfolio Context
The portfolio held by Capital Financial Group is diversified across 11 sectors, with Technology and Healthcare being the largest allocations at approximately 4.7% ($8.8 million) and 3.5% ($6.4 million), respectively.