MondegarAI
Capital CS Group, LLC

Q2 2025 · 13F-HR

Capital CS Group, LLCholdings as filed

Filed 2025-07-14 · accession 0001085146-25-003792

$61.7M
Reported value
65
Positions
2025-06-30
Period end
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The Brief · Capital CS Group, LLC · Q2 2025

AI · grounded in 13F

Capital CS Group, LLC established a new position in UPS valued at $23.73M. The fund also added new holdings in VOO for $2.85M and SCHG for $2.48M. Other new entries include UCON at $2.25M, QQQ at $2.13M, and UXOC at $2.12M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
911312106UPSUNITED PARCEL SERVICE INC$23.7M38.5%235,090CommonNONE
922908363VOOVANGUARD INDEX FDS$2.9M4.62%5,018CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.5M4.03%84,961CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$2.2M3.64%90,199CommonNONE
46090E103QQQINVESCO QQQ TR$2.1M3.46%3,864CommonNONE
33740F144UXOCFIRST TR EXCHNG TRADED FD VI$2.1M3.44%66,191CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.4M2.33%27,584CommonNONE
53656G498MAGSLISTED FDS TR$1.4M2.23%24,772CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.4M2.22%2,214CommonNONE
78468R663BILSPDR SERIES TRUST$1.1M1.86%12,487CommonNONE
78468R622JNKSPDR SERIES TRUST$1.1M1.73%10,939CommonNONE
037833100AAPLAPPLE INC$996,7481.62%4,858CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$961,8251.56%1,980CommonNONE
67066G104NVDANVIDIA CORPORATION$820,4431.33%5,193CommonNONE
594918104MSFTMICROSOFT CORP$710,3131.15%1,428CommonNONE
88634T774NVDYTIDAL TR II$649,6871.05%38,741CommonNONE
11135F101AVGOBROADCOM INC$631,2391.02%2,290CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$596,7980.97%9,750CommonNONE
872590104TMUST-MOBILE US INC$557,0520.90%2,338CommonNONE
78464A391EBNDSPDR SERIES TRUST$528,0970.86%24,677CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$525,6500.85%3,856CommonNONE
78470P408XLSRSSGA ACTIVE TR$514,0100.83%9,359CommonNONE
26701L100BROSDUTCH BROS INC$470,4540.76%6,881CommonNONE
780259305SHELSHELL PLC$460,7630.75%6,544CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$445,5160.72%9,044CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$431,0340.70%7,779CommonNONE
26884L109EQTEQT CORP$429,7600.70%7,369CommonNONE
78464A649SPABSPDR SERIES TRUST$417,6350.68%16,314CommonNONE
146869102CVNACARVANA CO$416,1460.67%1,235CommonNONE
109641100EATBRINKER INTL INC$415,6610.67%2,305CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$414,2810.67%1,429CommonNONE
88634T840AMZYTIDAL TR II$407,1300.66%25,054CommonNONE
12811V105CCDCALAMOS DYNAMIC CONV & INCOM$386,3050.63%19,157CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$382,7480.62%20,176CommonNONE
369604301GEGE AEROSPACE$368,0680.60%1,430CommonNONE
37954Y459RYLDGLOBAL X FDS$355,1490.58%23,819CommonNONE
78463V107GLDSPDR GOLD TR$337,1290.55%1,106CommonNONE
249906108DSGXDESCARTES SYS GROUP INC$334,7240.54%3,293CommonNONE
166764100CVXCHEVRON CORP NEW$328,3350.53%2,293CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$321,2100.52%51,600PUTNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$319,2620.52%21,441CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$314,0480.51%3,366CommonNONE
30303M102METAMETA PLATFORMS INC$313,6880.51%425CommonNONE
254687106DISDISNEY WALT CO$310,7790.50%2,506CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$284,9580.46%6,852CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$275,9210.45%5,620CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$271,6620.44%5,938CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES &$265,3560.43%25,224CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$250,0130.41%5,850CommonNONE
78468R606SPHYSPDR SERIES TRUST$240,6080.39%10,110CommonNONE
78464A672SPTISPDR SERIES TRUST$233,9010.38%8,130CommonNONE
042068205ARMARM HOLDINGS PLC$226,4360.37%1,400CommonNONE
78464A847SPMDSPDR SERIES TRUST$212,9280.35%3,916CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$210,0400.34%24,282CommonNONE
88634T824TIDAL TR II$201,5260.33%22,073CommonNONE
691543102OXLCOXFORD LANE CAP CORP$191,4660.31%45,587CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$188,9900.31%26,032CommonNONE
21924B302CLMCORNERSTONE STRATEGIC INVEST$183,2520.30%22,568CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$134,7400.22%15,399CommonNONE
82509L107SHOPSHOPIFY INC$131,0150.21%10,400CALLNONE
651639106NEMNEWMONT CORP$115,6860.19%23,100CALLNONE
67066G104NVDANVIDIA CORPORATION$79,1200.13%46,000PUTNONE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$73,1240.12%12,200CALLNONE
88636J527TIDAL TR II$66,2190.11%10,511CommonNONE
836100107SOUNSOUNDHOUND AI INC$1,8430.00%13,200CALLNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.