MondegarAI
Capital CS Group, LLC

Q3 2025 · 13F-HR

Capital CS Group, LLCholdings as filed

Filed 2025-11-07 · accession 0001830008-25-000003

$63.4M
Reported value
76
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Capital CS Group, LLC · Q3 2025

AI · grounded in 13F

Capital CS Group, LLC established a new position in UPS valued at $18.58M. The fund also added new holdings in SCHG for $3.2M and VOO for $3.03M. Additional new positions include QQQ at $2.76M, UXOC at $2.52M, and UCON at $2.46M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
911312106UPSUNITED PARCEL SERVICE INC$18.6M29.3%222,196CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3.2M5.05%100,261CommonNONE
922908363VOOVANGUARD INDEX FDS$3.0M4.79%4,953CommonNONE
46090E103QQQINVESCO QQQ TR$2.8M4.35%4,591CommonNONE
33740F144UXOCFIRST TR EXCHNG TRADED FD VI$2.5M3.98%72,296CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$2.5M3.88%97,702CommonNONE
53656G498MAGSLISTED FDS TR$1.8M2.87%28,068CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.6M2.59%28,584CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.5M2.36%2,246CommonNONE
78468R663BILSPDR SERIES TRUST$1.2M1.89%13,027CommonNONE
872590104TMUST-MOBILE US INC$1.1M1.80%4,754CommonNONE
78468R622JNKSPDR SERIES TRUST$1.1M1.71%11,082CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M1.71%35,900PUTNONE
037833100AAPLAPPLE INC$1.0M1.61%4,015CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$980,8461.55%1,951CommonNONE
023135106AMZNAMAZON COM INC$888,3801.40%4,046CommonNONE
67066G104NVDANVIDIA CORPORATION$716,4681.13%3,840CommonNONE
88634T774NVDYTIDAL TRUST II$673,8751.06%40,112CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$655,0881.03%4,049CommonNONE
78470P408XLSRSSGA ACTIVE TR$627,7690.99%10,531CommonNONE
773121108RKLBROCKET LAB CORP$603,3790.95%12,594CommonNONE
11135F101AVGOBROADCOM INC$600,4360.95%1,820CommonNONE
G0260P102ASAMER SPORTS INC$578,4830.91%16,647CommonNONE
594918104MSFTMICROSOFT CORP$568,2070.90%1,097CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$558,0900.88%8,586CommonNONE
78464A391EBNDSPDR SERIES TRUST$553,1010.87%25,894CommonNONE
163072101CAKECHEESECAKE FACTORY INC$550,4430.87%10,074CommonNONE
097023105BABOEING CO$542,3810.86%2,513CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$517,2830.82%10,389CommonNONE
64110L106NFLXNETFLIX INC$491,5570.78%410CommonNONE
78464A649SPABSPDR SERIES TRUST$464,7120.73%17,977CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$411,9540.65%20,806CommonNONE
553368101MPMP MATERIALS CORP$401,0120.63%5,979CommonNONE
00187Y100APGAPI GROUP CORP$397,1800.63%11,556CommonNONE
12811V105CCDCALAMOS DYNAMIC CONV & INCOM$395,8690.62%18,815CommonNONE
718172109PMPHILIP MORRIS INTL INC$382,7920.60%2,360CommonNONE
37954Y459RYLDGLOBAL X FDS$376,0250.59%24,985CommonNONE
771049103RBLXROBLOX CORP$369,0170.58%2,664CommonNONE
88634T840AMZYTIDAL TRUST II$353,5240.56%24,844CommonNONE
78464A698KRESPDR SERIES TRUST$336,0600.53%5,309CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$318,5020.50%21,262CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$301,1840.48%7,243CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$287,7830.45%6,224CommonNONE
254687106DISDISNEY WALT CO$286,9550.45%2,506CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$280,7400.44%5,997CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES &$272,1670.43%25,224CommonNONE
691543847OXLCOXFORD LANE CAP CORP$259,0000.41%15,298CommonNONE
78464A847SPMDSPDR SERIES TRUST$242,4250.38%4,239CommonNONE
78468R606SPHYSPDR SERIES TRUST$242,2500.38%10,119CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$240,4290.38%4,876CommonNONE
78464A672SPTISPDR SERIES TRUST$233,4970.37%8,079CommonNONE
594918104MSFTMICROSOFT CORP$221,7330.35%33,700PUTNONE
02079K107GOOGALPHABET INC$219,1950.35%900CommonNONE
478160104JNJJOHNSON & JOHNSON$219,1660.35%1,182CommonNONE
042068205ARMARM HOLDINGS PLC$212,2350.33%1,500CommonNONE
91332U101UUNITY SOFTWARE INC$204,2040.32%5,100CommonNONE
88636J527TIDAL TRUST II$202,8820.32%37,090CommonNONE
78463X871GWXSPDR INDEX SHS FDS$202,2460.32%5,034CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$188,5570.30%20,835CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$184,9460.29%26,765CommonNONE
92826C839VVISA INC$168,7220.27%34,400PUTNONE
67066G104NVDANVIDIA CORPORATION$149,1760.24%11,200CALLNONE
88634T824TIDAL TRUST II$145,1680.23%21,100CommonNONE
773121108RKLBROCKET LAB CORP$136,2590.22%18,500CALLNONE
21924B302CLMCORNERSTONE STRATEGIC INVEST$134,8530.21%16,287CommonNONE
808513105SCHWSCHWAB CHARLES CORP$122,2020.19%36,500CALLNONE
023135106AMZNAMAZON COM INC$112,1920.18%14,700CALLNONE
90353T100UBERUBER TECHNOLOGIES INC$110,8820.18%16,800CALLNONE
260557103DOWDOW INC$95,6220.15%16,500CALLNONE
852234103XYZBLOCK INC$85,8450.14%17,700CALLNONE
500754106KHCKRAFT HEINZ CO$73,9530.12%22,000CALLNONE
46438R105ETHAISHARES ETHEREUM TR$66,5090.10%30,300CALLNONE
254687106DISDISNEY WALT CO$65,3200.10%36,800PUTNONE
46438F101IBITISHARES BITCOIN TRUST ETF$29,1420.05%34,900PUTNONE
17275R102CSCOCISCO SYS INC$18,0980.03%38,100PUTNONE
911312106UPSUNITED PARCEL SERVICE INC$18,0250.03%61,100CALLNONE

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.