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Capital Square, LLC

SEC CIK
0001798736
Latest filing
Aug 12, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 11, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
201
+10 vs. Q1 2025
Portfolio value
$187.6M
+$17.3M (+10.2%) vs. Q1 2025
Filed
Aug 11, 2025
SEC
Holdings of Capital Square, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464288687PFD AND INCM SEC408,075$12.7M6.8%−13,333−3.2%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF34,938$10.7M5.7%+1,259+3.7%Added–
AMZNAmazon Com IncStock20,260$4.56M2.4%+131+0.7%AddedHistory
LLYEli Lilly & CoStock5,697$4.52M2.4%+508+9.8%AddedHistory
MOAltria Group, Inc.Stock64,330$3.72M2.0%+1,564+2.5%AddedHistory
HDHome Depot, Inc.Stock8,660$3.20M1.7%−40.0%ReducedHistory
CTRECareTrust REIT, Inc.COM104,141$3.20M1.7%−2,869−2.7%ReducedHistory
Amplify ETF Tr032108409CWP ENHANCED DIV70,212$3.00M1.6%+38,966+124.7%Added–
RITMRithm Capital Corp.REIT250,025$2.92M1.6%+3,561+1.4%AddedHistory
Vanguard Total Bond Market ETF921937835ETF39,880$2.90M1.5%+11,330+39.7%Added–
ORealty Income CorpREIT50,278$2.87M1.5%−120.0%ReducedHistory
WPCW. P. Carey Inc.COM45,240$2.84M1.5%−1,125−2.4%ReducedHistory
AAPLApple Inc.Stock12,647$2.67M1.4%−1,100−8.0%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF92,659$2.53M1.3%−34,456−27.1%Reduced–
FHNFirst Horizon CorpCOM115,825$2.53M1.3%−3,503−2.9%ReducedHistory
AMTAmerican Tower CorpREIT11,451$2.51M1.3%−471−4.0%ReducedHistory
NVDANVIDIA CorpStock14,536$2.40M1.3%+1,375+10.4%AddedHistory
SOSouthern CoStock25,586$2.37M1.3%+159+0.6%AddedHistory
iShares Tr464288307MRGSTR MD CP GRW28,251$2.27M1.2%−899−3.1%Reduced–
MSFTMicrosoft CorpStock4,243$2.14M1.1%+38+0.9%AddedHistory
SPDR Series Trust78464A201ST STR SP600GRWO22,163$2.01M1.1%−480−2.1%Reduced–
UPSUnited Parcel Service IncStock19,633$1.99M1.1%+5,772+41.6%AddedHistory
Innovator ETFs Trust45782C813US EQTY PWR BUF43,726$1.92M1.0%+43,726New–
JPMJPMorgan Chase & CoStock6,646$1.91M1.0%−653−8.9%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF17,126$1.90M1.0%−539−3.1%Reduced–
iShares Core S&P 500 ETF464287200ETF2,931$1.84M1.0%+310+11.8%Added–
PCHPotlatchdeltic CorpCOM44,602$1.81M1.0%+2,407+5.7%AddedHistory
iShares Tr46434V613CORE UNIVRSL USD39,322$1.80M1.0%+39,322New–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF59,251$1.78M0.9%+59,251New–
XOMExxonMobil Holdings CorpCOM15,361$1.77M0.9%−413−2.6%ReducedHistory
Schwab Fundamental International Equity ETF808524755ETF43,676$1.76M0.9%+35,468+432.1%Added–
PGProcter & Gamble CoStock10,926$1.72M0.9%−584−5.1%ReducedHistory
SUISun Communities IncCOM13,456$1.69M0.9%+260+2.0%AddedHistory
PLDPrologis, Inc.REIT15,412$1.68M0.9%+34+0.2%AddedHistory
TCW ETF Trust29287L700FLEXIBLE INCOME36,934$1.45M0.8%+21,981+147.0%Added–
NFLXNetflix IncStock1,140$1.42M0.8%−33−2.8%ReducedHistory
ETNEaton Corp plcStock3,899$1.41M0.7%−398−9.3%ReducedHistory
ELSEquity Lifestyle Properties IncCOM22,276$1.37M0.7%−80.0%ReducedHistory
Vanguard Information Technology ETF92204A702ETF1,987$1.33M0.7%−51−2.5%Reduced–
iShares S&P 500 Value ETF464287408ETF6,705$1.33M0.7%+128+1.9%Added–
LOWLowes Companies IncStock5,832$1.31M0.7%+90+1.6%AddedHistory
CCICrown Castle Inc.REIT12,715$1.31M0.7%−10.0%ReducedHistory
iShares Tr46428743220 YR TR BD ETF14,989$1.29M0.7%+636+4.4%Added–
Vanguard S&P 500 ETF922908363ETF2,211$1.27M0.7%+28+1.3%Added–
WELLWelltower Inc.REIT8,102$1.26M0.7%+556+7.4%AddedHistory
NSCNorfolk Southern CorpStock4,531$1.21M0.6%−200−4.2%ReducedHistory
EXRExtra Space Storage Inc.COM7,681$1.15M0.6%−80−1.0%ReducedHistory
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF22,466$1.14M0.6%+1,606+7.7%Added–
DLRDigital Realty Trust, Inc.COM6,749$1.14M0.6%−378−5.3%ReducedHistory
MRKMerck & Co., Inc.Stock13,599$1.13M0.6%+1,905+16.3%AddedHistory
First Tr Exchange-Traded FD33734H106SHS24,830$1.12M0.6%+39+0.2%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF38,056$1.12M0.6%−5,216−12.1%Reduced–
USBUS Bancorp DECOM NEW23,367$1.10M0.6%+6,820+41.2%AddedHistory
American Centy ETF Tr025072539QUALITY PREFER30,619$1.10M0.6%00.0%Unchanged–
CPTCamden Property TrustREIT9,458$1.08M0.6%−1,101−10.4%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF7,716$1.06M0.6%+33+0.4%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF4,108$1.05M0.6%+150+3.8%Added–
Vanguard Scottsdale FDS92206C813LG-TERM COR BD14,036$1.04M0.6%−334−2.3%Reduced–
JNJJohnson & JohnsonStock6,515$1.02M0.5%−98−1.5%ReducedHistory
TRNOTerreno Realty CorpCOM17,240$1.00M0.5%+260+1.5%AddedHistory
COSTCostco Wholesale CorpStock1,017$986.8K0.5%+33+3.4%AddedHistory
GEVGE Vernova Inc.Stock1,824$983.5K0.5%+377+26.1%AddedHistory
TAT&T Inc.Stock35,892$968.0K0.5%−2,199−5.8%ReducedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF6,643$902.9K0.5%00.0%Unchanged–
State Street SPDR S&P Homebuilders ETF78464A888ETF8,593$900.2K0.5%+1,560+22.2%Added–
LADRLadder Capital CorpCL A79,908$889.4K0.5%−722−0.9%ReducedHistory
BRK.BBerkshire Hathaway IncStock1,786$849.9K0.5%−160−8.2%ReducedHistory
CVXChevron CorpStock5,204$808.3K0.4%+20+0.4%AddedHistory
GOOGLAlphabet Inc.Stock4,472$806.0K0.4%−92−2.0%ReducedHistory
NNNNNN REIT, Inc.REIT18,671$805.9K0.4%+75+0.4%AddedHistory
COLDAmericold Realty TrustCOM47,782$793.7K0.4%+536+1.1%AddedHistory
INVHInvitation Homes Inc.COM24,147$781.2K0.4%+776+3.3%AddedHistory
RTXRTX CorpStock5,280$775.5K0.4%−562−9.6%ReducedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF16,986$771.5K0.4%−1,696−9.1%Reduced–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF8,457$769.0K0.4%+14+0.2%Added–
Vanguard BD Index FDS921937793LONG TERM BOND10,929$742.5K0.4%−963−8.1%Reduced–
WMTWalmart Inc.Stock7,818$738.0K0.4%−1,218−13.5%ReducedHistory
NOWServiceNow, Inc.Stock784$736.0K0.4%+29+3.8%AddedHistory
CCLCarnival Corp Ltd.UNIT 99/99/999925,516$731.3K0.4%−14,864−36.8%ReducedHistory
LMTLockheed Martin CorpStock1,524$712.5K0.4%+50+3.4%AddedHistory
ADCAgree Realty CorpCOM9,715$695.8K0.4%−4,316−30.8%ReducedHistory
CEGConstellation Energy CorpStock2,153$692.5K0.4%+489+29.4%AddedHistory
CATCaterpillar IncStock1,653$671.2K0.4%−1−0.1%ReducedHistory
AVBAvalonbay Communities IncCOM3,183$642.7K0.3%+2+0.1%AddedHistory
KOCoca Cola CoStock9,055$632.7K0.3%−705−7.2%ReducedHistory
NVONovo Nordisk A SADR8,778$605.1K0.3%+8,778NewHistory
METAMeta Platforms, Inc.Stock843$605.1K0.3%+40+5.0%AddedHistory
CCitigroup IncStock6,592$571.7K0.3%−880−11.8%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF2,345$568.3K0.3%−200−7.9%Reduced–
DUKDuke Energy CORPStock4,767$560.0K0.3%+161+3.5%AddedHistory
GPCGenuine Parts CoStock4,442$553.2K0.3%+85+2.0%AddedHistory
NXRTNexPoint Residential Trust, Inc.COM15,831$540.5K0.3%+429+2.8%AddedHistory
VZVerizon Communications IncStock12,969$539.8K0.3%−1,178−8.3%ReducedHistory
FPIFarmland Partners Inc.COM47,645$527.9K0.3%−2,211−4.4%ReducedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF6,250$515.4K0.3%−485−7.2%Reduced–
CSRCenterspaceCOM8,367$502.7K0.3%+271+3.3%AddedHistory
AREAlexandria Real Estate Equities, Inc.COM6,258$497.9K0.3%+756+13.7%AddedHistory
Adidas AG ADR00687A107ADR3,999$486.8K0.3%−3,419−46.1%Reduced–
Vanguard Morningstar Growth ETF922908736ETF1,088$480.9K0.3%−142−11.5%Reduced–
AMHAmerican Homes 4 RentCL A13,304$475.8K0.3%−483−3.5%ReducedHistory

Sold out since Q1 2025 (9)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Capital Square, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
PIMCO Equity Ser72202L363RAFI DYN ML US25,264$1.27M0.7%–
Innovator ETFs Trust45782C680US EQTY PWR BF13,747$519.4K0.3%–
KMIKinder Morgan, Inc.Stock12,472$355.8K0.2%History
VTRVentas, Inc.REIT4,392$302.0K0.2%History
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF5,787$222.3K0.1%–
AFLAflac IncStock1,958$217.7K0.1%History
First Tr Exchange-Traded FD336917109SHS4,610$200.3K0.1%–
GPMTGranite Point Mortgage Trust Inc.COM STK10,404$27.1K<0.1%History
88 Energy Ltd ComQ3394D101COM72,114$62<0.1%–