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Institutional Investment Manager
Capital Advantage, Inc.
Capital Advantage, Inc. (CIK: 0001628896) incorporated in California, located at 1855 Olympic Blvd, Walnut Creek, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Portfolio Summary: 69 holdings with a total value of $243,647,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 WALGREENS BOOTS ALLIANCE INC 3,568 302,000 0.12%
52 Auto Data Processing 3,531 302,000 0.12%
53 QUALCOMM INC 4,311 299,000 0.12%
54 TWITTER INC 5,941 298,000 0.12%
55 SCHWAB EMERGING MARKETS EQUITY ETF 11,729 286,000 0.12%
56 DISNEY WALT CO 2,570 270,000 0.11%
57 BOEING CO 1,765 265,000 0.11%
58 BRISTOL MYERS SQUIBB CO 3,965 256,000 0.11%
59 UNION PAC CORP 2,352 255,000 0.10%
60 XILINX INC 5,990 253,000 0.10%
61 STRYKER CORP 2,705 250,000 0.10%
62 VANGUARD WORLD FDS 4,992 246,000 0.10%
63 SCHWAB U.S. LARGE-CAP ETF 4,936 245,000 0.10%
64 PHILLIPS 66 2,971 234,000 0.10%
65 SPDR S&P 500 ETF TR 1,127 233,000 0.10%
66 3M CO 1,405 232,000 0.10%
67 Medtronic Inc 2,864 223,000 0.09%
68 CONOCOPHILLIPS 3,535 220,000 0.09%
69 AMERICAN EXPRESS CO 2,729 213,000 0.09%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001628896-15-000002, filed 2015.05.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.