Capital CS Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists Jessica McConnell as the Managing Partner and Chief Compliance Officer, with the firm’s address located in Irvine, California.
The report details a portfolio consisting of 165 individual positions. The largest holding is United Parcel Service Inc. Class B, with 22,607,019 shares. Other significant individual stock positions include UnitedHealth Group Inc. (1,613 shares), Snowflake Inc. (3,442 shares), and Micron Technology Inc. (116 shares).
The portfolio also includes a substantial allocation to Exchange Traded Funds (ETFs). The top ETF holdings include the Schwab Strategic Trust US Large Cap Growth ETF (69,449 shares), the SPDR Series Trust S&P 500 ETF (159,61 shares), and the SPDR S&P 500 ETF Trust (29,300 shares).
Several positions involve options. The firm holds call options for Amazon.com Inc. (12,600 and 17,300 shares), Apple Inc. (400 shares), and Palantir Technologies Inc. Class A (1,800 shares). Additionally, the firm holds put options for Micron Technology Inc. (100 shares), Unity Software Inc. (25,600 shares), and Visa Inc. Class A (29,000 shares).
