Current Market Value 631,434,805
Current Holdings 139
Most Recent File Date 2025-07-11
Total Filings on Record 46
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Capital Advantage, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-11 2025-06-30 13F-HR 139 631,435
2025-04-10 2025-03-31 13F-HR 135 548,791
2025-02-14 2024-12-31 13F-HR 135 548,791
2024-11-07 2024-09-30 13F-HR 49 521,936
2024-07-12 2024-06-30 13F-HR 48 487,868
2024-05-14 2024-03-31 13F-HR 48 492,459
2024-01-23 2023-12-31 13F-HR 40 492,806
2023-10-30 2023-09-30 13F-HR 42 466,510
2023-08-07 2023-06-30 13F-HR 43 479,479
2023-05-05 2023-03-31 13F-HR 40 470,031
2023-01-24 2022-12-31 13F-HR 38 445,438
2022-10-31 2022-09-30 13F-HR 41 436,975
2022-07-21 2022-06-30 13F-HR 43 453,698
2022-05-10 2022-03-31 13F-HR 43 434,843
2022-01-21 2021-12-31 13F-HR 48 417,289
2021-10-07 2021-09-30 13F-HR 46 370,170
2021-08-16 2021-06-30 13F-HR 46 381,458
2021-04-26 2021-03-31 13F-HR 107 366,921
2021-02-17 2020-12-31 13F-HR 106 335,538
2020-11-12 2020-09-30 13F-HR 93 303,748
2020-08-13 2020-06-30 13F-HR 91 281,517
2020-05-08 2020-03-31 13F-HR 89 256,017
2020-02-14 2019-12-31 13F-HR 96 316,228
2019-11-12 2019-09-30 13F-HR 90 288,851
2019-05-10 2019-03-31 13F-HR 77 281,602
2019-02-07 2018-12-31 13F-HR 72 263,726
2018-11-01 2018-09-30 13F-HR 82 435,210
2018-08-01 2018-06-30 13F-HR 82 424,400
2018-05-02 2018-03-31 13F-HR 74 408,878
2018-02-13 2017-12-31 13F-HR 78 387,891
2017-10-30 2017-09-30 13F-HR 81 399,667
2017-08-08 2017-06-30 13F-HR 74 381,632
2017-05-03 2017-03-31 13F-HR 79 365,081
2017-02-01 2016-12-31 13F-HR 79 345,270
2016-11-02 2016-09-30 13F-HR 75 356,508
2016-08-10 2016-06-30 13F-HR 76 344,309
2016-05-23 2016-03-31 13F-HR 77 281,988
2016-02-26 2015-12-31 13F-HR 78 296,649
2015-10-23 2015-09-30 13F-HR 72 256,648
2015-08-14 2015-06-30 13F-HR 71 256,503
2015-05-15 2015-03-31 13F-HR 69 243,647
2015-05-15 2014-12-31 13F-HR 67 242,519
2016-06-21 2014-09-30 13F-HR 56 191,823
2016-07-15 2014-06-30 13F-HR 56 181,214
2016-08-09 2014-03-31 13F-HR 48 143,574
2016-08-24 2013-12-31 13F-HR 47 148,796