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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 (2016Q4)
Portfolio Summary: 79 holdings with a total value of $345,270,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 MCDONALDS CORP 3,510 427,000 0.12%
52 VANGUARD SPECIALIZED FUNDS 4,970 423,000 0.12%
53 PEPSICO INC 3,904 409,000 0.12%
54 XILINX INC 6,565 396,000 0.11%
55 SCHWAB CHARLES CORP 9,790 386,000 0.11%
56 PIMCO ETF TR 3,755 380,000 0.11%
57 ALTRIA GROUP INC 5,492 371,000 0.11%
58 BANK NEW YORK MELLON CORP 7,706 365,000 0.11%
59 DISNEY WALT CO 3,010 314,000 0.09%
60 3M CO 1,756 314,000 0.09%
61 VANGUARD WORLD FDS 5,042 299,000 0.09%
62 AMGEN INC 2,011 294,000 0.09%
63 BANK MARIN BANCORP 4,190 292,000 0.08%
64 QUALCOMM INC 4,352 284,000 0.08%
65 STRYKER CORP 2,219 266,000 0.08%
66 ALPHABET INC 330 262,000 0.08%
67 CELGENE CORP 2,225 258,000 0.07%
68 BOEING CO 1,650 257,000 0.07%
69 COCA COLA CO 5,957 247,000 0.07%
70 SPDR SER TR 2,870 246,000 0.07%
71 JPMORGAN CHASE & CO 2,807 242,000 0.07%
72 PHILIP MORRIS INTL INC 2,618 240,000 0.07%
73 DUKE ENERGY CORP NEW 2,831 220,000 0.06%
74 SPDR S&P 500 ETF TR 983 220,000 0.06%
75 WALGREENS BOOTS ALLIANCE INC 2,611 216,000 0.06%
76 AMERICAN EXPRESS CO 2,857 212,000 0.06%
77 HOME DEPOT INC 1,576 211,000 0.06%
78 UNITED STATES OIL FUND LP 17,050 200,000 0.06%
79 EXTREME NETWORKS INC 31,662 159,000 0.05%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001628896-17-000001, filed 2017.02.02).

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.