Skip to main content

Capital CS Group, LLC

SEC CIK
0001830008
Latest filing
Aug 12, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Jan 24, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
49
+2 vs. Q3 2022
Portfolio value
$90.5M
+$426.8K (+0.5%) vs. Q3 2022
Filed
Jan 24, 2023
SEC
Holdings of Capital CS Group, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
UPSUnited Parcel Service IncStock338,617$58.9M65.0%−7,278−2.1%ReducedHistory
NVDANVIDIA CorpStock37,911$5.54M6.1%−6,267−14.2%ReducedHistory
iShares Tr464287374NORTH AMERN NAT44,249$1.80M2.0%+2,576+6.2%Added–
iShares Tr464288851US OIL GS EX ETF18,959$1.76M1.9%+611+3.3%Added–
iShares Tr464288786U.S. INSRNCE ETF18,944$1.73M1.9%+736+4.0%Added–
iShares Tr464287812US CONSM STAPLES8,352$1.69M1.9%−8−0.1%Reduced–
iShares Tr464288794US BR DEL SE ETF16,803$1.62M1.8%+751+4.7%Added–
iShares Tr464288844US OIL EQ&SV ETF73,890$1.57M1.7%+73,890New–
iShares U.S. Healthcare Providers ETF464288828ETF5,847$1.57M1.7%+323+5.8%Added–
iShares Select Dividend ETF464287168ETF11,793$1.42M1.6%+11,793New–
MOAltria Group, Inc.Stock24,723$1.13M1.2%00.0%UnchangedHistory
Paramount Global92556H206CL B55,111$930.3K1.0%00.0%Unchanged–
AMDAdvanced Micro Devices IncStock12,786$828.1K0.9%+12,786NewHistory
SPYSPDR S&P 500 ETF TrustETF1,986$759.5K0.8%−108−5.2%ReducedHistory
CLMCornerstone Strategic Investment Fund, Inc.COM91,802$676.6K0.7%−14,339−13.5%ReducedHistory
BRK.BBerkshire Hathaway IncStock1,950$602.4K0.7%00.0%UnchangedHistory
RUNSunrun Inc.COM19,519$468.8K0.5%00.0%UnchangedHistory
AAPLApple Inc.Stock3,197$415.4K0.5%+37+1.2%AddedHistory
CLFCleveland-Cliffs Inc.COM25,414$409.4K0.5%00.0%UnchangedHistory
CVXChevron CorpStock2,026$363.6K0.4%+2,026NewHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF7,132$351.4K0.4%−847−10.6%Reduced–
UUnity Software Inc.COM11,400$325.9K0.4%−8,700−43.3%ReducedHistory
HESHess CorpStock2,261$320.7K0.4%+2,261NewHistory
WTRGEssential Utilities, Inc.COM6,673$318.5K0.4%00.0%UnchangedHistory
WSCWillScot Holdings CorpCOM CL A6,991$315.8K0.3%+6,991NewHistory
CMCCommercial Metals CoStock6,520$314.9K0.3%+6,520NewHistory
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM39,167$303.9K0.3%+213+0.5%AddedHistory
DXCMDexcom IncCOM2,658$301.0K0.3%+2,658NewHistory
MSFTMicrosoft CorpStock1,253$300.5K0.3%00.0%UnchangedHistory
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM39,170$295.7K0.3%−1,348−3.3%ReducedHistory
URIUnited Rentals, Inc.COM820$291.4K0.3%+820NewHistory
ORLYO Reilly Automotive IncStock336$283.6K0.3%+336NewHistory
DISWalt Disney CoStock3,125$271.5K0.3%00.0%UnchangedHistory
CLFDClearfield, Inc.COM2,758$259.6K0.3%+2,758NewHistory
ULTAUlta Beauty, Inc.Stock549$257.5K0.3%+549NewHistory
IMCRImmunocore Holdings plcADS4,422$252.4K0.3%+4,422NewHistory
NEENextera Energy IncStock2,508$209.7K0.2%+2,508NewHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,519$207.5K0.2%−680−9.4%Reduced–
TGTXTG Therapeutics, Inc.COM17,525$207.3K0.2%00.0%UnchangedHistory
KMBKimberly Clark CorpStock1,500$203.6K0.2%+1,500NewHistory
Global X FDS37954Y483NASDAQ 100 COVER10,921$173.8K0.2%+203+1.9%Added–
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM13,439$165.0K0.2%+255+1.9%AddedHistory
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG16,115$149.7K0.2%+5,200+47.6%AddedHistory
CHWCalamos Global Dynamic Income FundCOM19,154$106.9K0.1%+489+2.6%AddedHistory
CRFCornerstone Total Return Fund IncCOM12,818$91.0K0.1%+946+8.0%AddedHistory
MAPSWM Technology, Inc.COM44,607$45.1K<0.1%−513,128−92.0%ReducedHistory
EQEquillium, Inc.COM24,000$25.4K<0.1%+24,000NewHistory
DMKDMK Pharmaceuticals CorpCOM NEW92,026$15.6K<0.1%+14,251+18.3%AddedHistory
IMPPImperial Petroleum Inc./Marshall IslandsCOMMON SHARES10,000$2.41K<0.1%00.0%UnchangedHistory

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Capital CS Group, LLC in Q4 2022
SecurityClassPutsCalls
SHOPShopify Inc.Stock–$44.9K
CLFCleveland-Cliffs Inc.COM–$10.6K
LBTYALiberty Global Ltd.SHS CL A–$5.70K

Sold out since Q3 2022 (14)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Capital CS Group, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
VVNTVivint Smart Home, Inc.COM CL A299,581$1.97M2.2%History
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT72,066$1.48M1.6%History
iShares Tr464287838U.S. BAS MTL ETF13,366$1.45M1.6%–
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund13,312$816.0K0.9%–
LNGCheniere Energy, Inc.COM NEW4,437$736.0K0.8%History
ABNBAirbnb, Inc.Stock5,700$599.0K0.7%History
HLITHarmonic Inc.COM39,391$515.0K0.6%History
GFSGLOBALFOUNDRIES Inc.Stock9,641$466.0K0.5%History
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF13,490$458.0K0.5%–
Direxion Shs ETF Tr25460G419DAILY MSCI OCT216,793$458.0K0.5%–
CAHCardinal Health IncStock6,781$452.0K0.5%History
DENDenbury IncCOM3,683$318.0K0.4%History
TEAMAtlassian CorpCL A1,224$258.0K0.3%History
NDAQNasdaq, Inc.COM3,920$222.0K0.2%History