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Jon Deven Mouton

Cap Partners, Llc

Assets Managed
$177.05M
Holdings
146
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
0.34%(2Q avg: 0.24%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cap Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Cap Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 177.05M in assets, with a quarterly growth rate of 0.34% and a 2-quarter average growth rate of 0.24%. The portfolio is managed by Jon Deven Mouton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -0.54%
7.19%
$12.715M
53,511 shares@ $237.62 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 5.96%
6.04%
$10.692M
417,005 shares@ $25.65 avg price
TSLA
Tesla Inc
Recent Activity
Increased 1.17%
4.38%
$7.739M
20,817 shares@ $371.75 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.86%
2.92%
$5.169M
29,638 shares@ $174.4 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 5.27%
2.6%
$4.601M
16,021 shares@ $287.18 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 10.84%
2.56%
$4.516M
182,470 shares@ $24.76 avg price
XLRE
Real Estate Select Sect Spdr
Recent Activity
Increased 6.76%
2.4%
$4.243M
103,924 shares@ $40.84 avg price
AVSC
Avantis Us Small Cap Equity
Recent Activity
Increased 3.09%
2.32%
$4.091M
65,665 shares@ $62.31 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.44%
2.17%
$3.832M
15,097 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 5.77%
2.15%
$3.798M
18,235 shares@ $208.27 avg price

1-10 of 146