QuadCap Wealth Management

Investor Summary

Founded in 2009 by David J. Blair, QuadCap Wealth Management has grown to manage over $1.1 billion in assets for more than 400 clients nationwide across 42 states. The firm has expanded to 23 professionals and serves primarily corporate executives and their families through a concierge-style service model. QuadCap coordinates all aspects of financial planning under one roof, taking a notably high-touch, interactive approach with year-round, two-way exchanges of information with clients. The firm has grown organically through client referrals and maintains no disciplinary history with regulators.

Fund Strategy

QuadCap's investment guidance and practices are rooted in evidence-based research to provide diversified portfolio construction, aligning risk and return. Their approach is grounded in investment research drawn from multiple third-party providers to consolidate independent views and mitigate biases. The firm creates individualized portfolios blending equities and fixed income through various vehicles with an emphasis on balanced growth and stability, particularly for clients nearing retirement, with asset allocations shifting over time from equities toward fixed income to mitigate risk. Acknowledging the influence of emotional factors on investment behavior, their objective is to construct resilient strategies that mitigate anxiety while ensuring adherence to established financial plans.

ANNUALIZED SINCE INCEPTION	QUARTERLY	YTD
-	-	-

Executive Summary

QuadCap's Q1 2026 letter analyzes a volatile quarter where the S&P 500 declined 4.3% due to geopolitical tensions in the Middle East and oil price spikes of over 70%. The closure of the Strait of Hormuz drove crude oil to levels not seen since mid-2022, shifting Federal Reserve rate cut expectations from 2-3 cuts to zero cuts by quarter-end. Despite headline index weakness, diversification proved valuable as market leadership rotated dramatically. Value outperformed growth by over 12%, small-caps outperformed large-caps, and the equal-weight S&P 500 gained nearly 1%. AI disruption concerns led to a 30% decline in software stocks from peak levels, representing one of the largest non-recessionary drawdowns in over 30 years. Manufacturing data showed improvement before the conflict, and earnings estimates continue rising despite market volatility. The firm emphasizes that market decline was driven by uncertainty around oil, inflation, and Fed policy rather than fundamental deterioration, reinforcing the importance of diversification and long-term perspective for wealth building.

Forward Outlook

The key development to watch in Q2 is the Middle East situation and its impact on oil prices. The connection between oil prices, inflation, and Federal Reserve policy will shape the outlook for interest rates and the broader economy. While market decline drew attention, earnings estimates continue to rise and profit margins remain healthy, suggesting the decline was driven by uncertainty rather than fundamental deterioration.

Date	Letter	Tickers	Keywords	Pitches	Quick Takes
Apr 15 2026	2026 Q1	-	AI, diversification, geopolitics, oil, rates, small caps, value	-	Q1 2026 saw oil prices surge 70% due to Middle East tensions, driving S&P 500 down 4.3% while diversified portfolios fared better. Market leadership rotated from mega-cap growth to value and small-caps. AI disruption fears hammered software stocks. Fed rate cut expectations evaporated. Fundamentals remain healthy despite geopolitical uncertainty.
Jan 9 2026	2025 Q4	AGG, DIA, EEM, EFA, HYG, IWD, IWF, IWM, IWN, IWO, IWP, IWR, IWS, LQD, MUB, QQQ, SPY, XLB, XLC, XLE, XLF, XLI, XLK, XLP, XLRE, XLU, XLV, XLY	AI, Economic Data, Fed policy, Government Shutdown, Market Leadership	-	Markets delivered strong Q4 returns despite government shutdown data fog and Fed policy uncertainty. AI theme matured with increased selectivity while market leadership rotated toward value. The 2026 outlook faces higher bar given expensive valuations and elevated expectations, but tech innovation, corporate profits, and declining rates provide positive catalysts for disciplined long-term investors.
Jul 8 2025	2025 Q2	ALV.DE, CS.PA, GEN.MI, KER.PA, SAP, ZURN.SW	insurance, liquidation, private equity, SME, software, Switzerland	-	MPD Partners operates a European small-cap private equity strategy through MPD SME Capital One. The fund's main asset is La Centrale de Prévoyance, a Swiss insurance broker facing broker turnover challenges. The firm is developing proprietary lead generation software using machine learning. Operations remain constrained by limited funding for portfolio development initiatives.
Apr 7 2025	2025 Q1	BRK-B	AI, Caribbean, diversification, emerging markets, global, rates, technology, value	-	Fortress delivered strong Q3 returns while warning against expensive U.S. tech stocks driven by AI hype. The manager favors global diversification in quality companies at reasonable valuations over chasing recent winners. Emerging markets led performance while Caribbean holdings lagged. Despite market highs, they see excellent prospects in their globally diversified portfolio focused on value opportunities worldwide.
Jan 1 2025	2024 Q4	AMD, ARM, ASML, AVGO, BABA, BIDU, GOOGL, META, MSFT, NVDA, ORCL, PLTR, SNOW, TSM	AI, China, Cloud, growth, semiconductors, technology	AMD SNOW BABA BIDU	WestEnd Capital maintains concentrated Technology exposure as the key return driver while adding AI catch-up trades in AMD, Alibaba, and Baidu. The firm delivered positive Q3 performance despite underperforming the S&P 500, remaining roughly in line for the year. Portfolio positioning emphasizes durable growth themes including AI infrastructure, international diversification, and structural growth across industrials and defense.
Oct 1 2024	2024 Q3	ADYEN.AS, BA, GE, HWM, RHM.DE, ROK, RR.L	aerospace, Automation, defense, Europe, industrials, Onshoring, technology, Trade Policy	BA HWM ROK GE	WestEnd outperformed significantly in Q2 through concentrated bets on aerospace and industrials, capitalizing on onshoring trends and defense spending growth. The fund redeployed cash aggressively during the tariff de-escalation rally, building positions in Boeing's turnaround story and complementary suppliers like Howmet and Rockwell Automation positioned for structural manufacturing tailwinds.

Date

Letter

Tickers

Keywords

Pitches

Quick Takes

Apr 15 2026

2026 Q1

AI, diversification, geopolitics, oil, rates, small caps, value

Q1 2026 saw oil prices surge 70% due to Middle East tensions, driving S&P 500 down 4.3% while diversified portfolios fared better. Market leadership rotated from mega-cap growth to value and small-caps. AI disruption fears hammered software stocks. Fed rate cut expectations evaporated. Fundamentals remain healthy despite geopolitical uncertainty.

Jan 9 2026

2025 Q4

AGG, DIA, EEM, EFA, HYG, IWD, IWF, IWM, IWN, IWO, IWP, IWR, IWS, LQD, MUB, QQQ, SPY, XLB, XLC, XLE, XLF, XLI, XLK, XLP, XLRE, XLU, XLV, XLY

AI, Economic Data, Fed policy, Government Shutdown, Market Leadership

Markets delivered strong Q4 returns despite government shutdown data fog and Fed policy uncertainty. AI theme matured with increased selectivity while market leadership rotated toward value. The 2026 outlook faces higher bar given expensive valuations and elevated expectations, but tech innovation, corporate profits, and declining rates provide positive catalysts for disciplined long-term investors.

Jul 8 2025

2025 Q2

ALV.DE, CS.PA, GEN.MI, KER.PA, SAP, ZURN.SW

insurance, liquidation, private equity, SME, software, Switzerland

MPD Partners operates a European small-cap private equity strategy through MPD SME Capital One. The fund's main asset is La Centrale de Prévoyance, a Swiss insurance broker facing broker turnover challenges. The firm is developing proprietary lead generation software using machine learning. Operations remain constrained by limited funding for portfolio development initiatives.

Apr 7 2025

2025 Q1

BRK-B

AI, Caribbean, diversification, emerging markets, global, rates, technology, value

Fortress delivered strong Q3 returns while warning against expensive U.S. tech stocks driven by AI hype. The manager favors global diversification in quality companies at reasonable valuations over chasing recent winners. Emerging markets led performance while Caribbean holdings lagged. Despite market highs, they see excellent prospects in their globally diversified portfolio focused on value opportunities worldwide.

Jan 1 2025

2024 Q4

AMD, ARM, ASML, AVGO, BABA, BIDU, GOOGL, META, MSFT, NVDA, ORCL, PLTR, SNOW, TSM

AI, China, Cloud, growth, semiconductors, technology

AMD
SNOW
BABA
BIDU

WestEnd Capital maintains concentrated Technology exposure as the key return driver while adding AI catch-up trades in AMD, Alibaba, and Baidu. The firm delivered positive Q3 performance despite underperforming the S&P 500, remaining roughly in line for the year. Portfolio positioning emphasizes durable growth themes including AI infrastructure, international diversification, and structural growth across industrials and defense.

Oct 1 2024

2024 Q3

ADYEN.AS, BA, GE, HWM, RHM.DE, ROK, RR.L

aerospace, Automation, defense, Europe, industrials, Onshoring, technology, Trade Policy

BA
HWM
ROK
GE

WestEnd outperformed significantly in Q2 through concentrated bets on aerospace and industrials, capitalizing on onshoring trends and defense spending growth. The fund redeployed cash aggressively during the tariff de-escalation rally, building positions in Boeing's turnaround story and complementary suppliers like Howmet and Rockwell Automation positioned for structural manufacturing tailwinds.

QUARTER	THEMES	TAGS
2026 Q1	Oil Oil prices rose over 70% in Q1 due to geopolitical tensions and the closure of the Strait of Hormuz, reaching levels not seen since mid-2022. The surge in oil prices has significant implications for inflation and Federal Reserve policy, with energy costs feeding into consumer and business prices.	Energy Geopolitics Inflation Commodities Supply
	AI AI has shifted from being viewed as a productivity tool to a potential replacement for entire categories of professional services. This change in perception has led to significant selling pressure in the software industry, which has declined nearly 30% from its peak, representing one of the largest non-recessionary drawdowns in over 30 years.	Technology Software Disruption Professional Services Productivity
	Rates Federal Reserve rate cut expectations shifted dramatically during the quarter, moving from expectations of 2-3 cuts to completely pricing out rate cuts by quarter-end. The 10-year Treasury yield ended near 4.32%, the highest since June 2025, with the possibility of rate hikes being discussed as oil prices spiked.	Federal Reserve Monetary Policy Treasury Inflation Policy
	Value Value stocks significantly outperformed growth stocks during the quarter, with Value gaining 2.1% while Growth declined nearly 10%. Value outperformed Growth in each month of the quarter, showing a level of consistency that is notable regardless of market environment.	Style Outperformance Rotation Consistency Leadership
	Small Caps Small-cap stocks held up better than large-caps during the volatile quarter, with the Russell 2000 gaining nearly 1% while the S&P 500 declined 4.3%. The equal-weight S&P 500 also outperformed, indicating that smaller companies broadly outperformed in Q1.	Size Outperformance Diversification Leadership Rotation
2025 Q4	Industrial Gases SOL Group operates one of Europe's leading industrial gas franchises serving 50k customers across 32 countries, with a network of 39 air-separation units and 50+ filling plants that took almost a century to assemble. The business benefits from high switching costs, regulatory barriers, and local oligopoly dynamics where gases are expensive to transport long distances.	Industrial Gases Infrastructure Oligopoly Barriers
	AI Manager maintains cautious stance on AI's impact on software businesses, preferring companies with high barriers to entry that are unlikely to see their unit economics negatively affected by AI over the next decades. The strategy tilts toward infrastructure and business services players that won't be disrupted by AI.	AI Software Disruption Infrastructure
	Healthcare Vivisol represents the largest home respiratory care provider in Italy, Belgium, and Netherlands serving 750k patients with 13% compound annual growth over fourteen years. The business benefits from Europe's aging demographics and healthcare systems moving chronic care from hospitals to patients' homes.	Healthcare Demographics Home Care Respiratory
2025 Q2	Insurance The fund's main portfolio company La Centrale de Prévoyance is a Swiss insurance broker operating in social security and healthcare insurance. The company maintains partnerships with major insurers including Groupe Mutuel, Generali, Allianz, and Axa, though it faces challenges with broker turnover requiring recruitment efforts to maintain regulatory authorization.	Insurance Brokerage Healthcare Switzerland FINMA
	Software MSCO is developing proprietary lead generation software using big data analytics and machine learning algorithms to enhance marketing and sales outcomes for portfolio companies. The software is being tested with LCP and will serve as a foundation for implementation across other invested companies.	Software Analytics Machine Learning Lead Generation Digital
2025 Q1	AI Artificial intelligence remained the dominant theme supporting global stocks this quarter, with renewed frenzy in technology shares from the AI buildout bringing excitement and higher valuations. AI fueled momentum in shares of companies linked to artificial intelligence, though valuations have reached concerning levels.	Technology Valuations Momentum Growth
	Emerging markets Emerging markets stocks posted the strongest returns this quarter, with constructive trade talks, good valuations and government shift to supporting private enterprise lifting Chinese stocks. The Fund's core allocation to emerging equities via the Fortress Emerging Markets Fund led the way with returns between 4% and 15%.	China Trade Valuations Government
	Value The manager favors investing in shares of high-quality, profitable companies at reasonable valuations, believing valuations matter as the launching point for future returns. Years of weakness in Caribbean markets have set the stage for good long-term returns among profitable companies now trading at very attractive valuations.	Quality Profitable Reasonable Long-term
2024 Q4	AI WestEnd maintains concentrated exposure to AI infrastructure through both established leaders and catch-up trades. The firm holds long-term positions in Palantir and Snowflake while adding new positions in AMD, Alibaba, and Baidu to capture different fronts of the AI arms race. These companies are positioned to benefit from enterprise AI adoption and global AI infrastructure buildout.	Infrastructure Enterprise Data Centers Cloud Semiconductors
	Semiconductors The portfolio includes strategic semiconductor exposure through AMD, which is positioned as a catch-up trade to NVIDIA in AI chips. AMD has achieved technological credibility to compete head-to-head with NVIDIA for major infrastructure contracts, with partnerships including OpenAI and Oracle representing potential tens of billions in long-term revenue.	AI Chips Data Centers Infrastructure Competition
	China WestEnd has opened positions in Chinese tech leaders Alibaba and Baidu as AI catch-up trades. Alibaba announced a $50 billion AI initiative and reported 26% cloud growth, while Baidu operates fully driverless taxis and has completed over nine million paid rides through its Apollo Go platform.	Technology Cloud Autonomous E-commerce
2024 Q3	Onshoring The manager emphasizes the US government's increasing focus on bringing manufacturing and production home due to geopolitical uncertainties and trade issues. This trend is driving major capital investment across aerospace and defense industries with strong earnings growth expected to follow.	Manufacturing Domestic Supply Chain Reshoring Production
	Defense Spending Global defense spending rose to $2.7 trillion in 2024 (+9.4%) and is expected to continue rising. The US Department of Defense's 2025 budget request totals nearly $850 billion with meaningful allocations for strengthening industrial capabilities in unmanned systems, hypersonics, and solid rocket motors.	Military Budget Aerospace Defense Government
	Aerospace The rebound in global air travel (up nearly 10.6% in 2024) and structural supply shortages are fueling commercial aerospace activity. Aircraft manufacturers and suppliers are racing to meet backlogs while investing heavily in domestic production capacity.	Aviation Commercial Aircraft Travel Manufacturing
	Trade Policy The letter discusses the de-escalation of US-China trade tensions with tariffs pulled back from 100%+ to more sensible levels (30% on Chinese exports, 10% on US exports). Markets have moved past worst-case tariff scenarios, accepting higher but manageable effective tariff rates.	Tariffs China Negotiations Trade Policy
	Automation The manager highlights investment in companies like Rockwell Automation that benefit from reshoring trends and broader adoption of automation and AI in manufacturing. These technologies help make domestic manufacturing more efficient and cost-effective.	AI Manufacturing Industrial Technology Efficiency

QUARTER

THEMES

Oil

Oil prices rose over 70% in Q1 due to geopolitical tensions and the closure of the Strait of Hormuz, reaching levels not seen since mid-2022. The surge in oil prices has significant implications for inflation and Federal Reserve policy, with energy costs feeding into consumer and business prices.

Energy Geopolitics Inflation Commodities Supply

AI

AI has shifted from being viewed as a productivity tool to a potential replacement for entire categories of professional services. This change in perception has led to significant selling pressure in the software industry, which has declined nearly 30% from its peak, representing one of the largest non-recessionary drawdowns in over 30 years.

Technology Software Disruption Professional Services Productivity

Rates

Federal Reserve rate cut expectations shifted dramatically during the quarter, moving from expectations of 2-3 cuts to completely pricing out rate cuts by quarter-end. The 10-year Treasury yield ended near 4.32%, the highest since June 2025, with the possibility of rate hikes being discussed as oil prices spiked.

Federal Reserve Monetary Policy Treasury Inflation Policy

Value

Value stocks significantly outperformed growth stocks during the quarter, with Value gaining 2.1% while Growth declined nearly 10%. Value outperformed Growth in each month of the quarter, showing a level of consistency that is notable regardless of market environment.

Style Outperformance Rotation Consistency Leadership

Small Caps

Small-cap stocks held up better than large-caps during the volatile quarter, with the Russell 2000 gaining nearly 1% while the S&P 500 declined 4.3%. The equal-weight S&P 500 also outperformed, indicating that smaller companies broadly outperformed in Q1.

Size Outperformance Diversification Leadership Rotation

2025 Q4

Industrial Gases

SOL Group operates one of Europe's leading industrial gas franchises serving 50k customers across 32 countries, with a network of 39 air-separation units and 50+ filling plants that took almost a century to assemble. The business benefits from high switching costs, regulatory barriers, and local oligopoly dynamics where gases are expensive to transport long distances.

Industrial Gases Infrastructure Oligopoly Barriers

AI

Manager maintains cautious stance on AI's impact on software businesses, preferring companies with high barriers to entry that are unlikely to see their unit economics negatively affected by AI over the next decades. The strategy tilts toward infrastructure and business services players that won't be disrupted by AI.

AI Software Disruption Infrastructure

Healthcare

Vivisol represents the largest home respiratory care provider in Italy, Belgium, and Netherlands serving 750k patients with 13% compound annual growth over fourteen years. The business benefits from Europe's aging demographics and healthcare systems moving chronic care from hospitals to patients' homes.

Healthcare Demographics Home Care Respiratory

2025 Q2

Insurance

The fund's main portfolio company La Centrale de Prévoyance is a Swiss insurance broker operating in social security and healthcare insurance. The company maintains partnerships with major insurers including Groupe Mutuel, Generali, Allianz, and Axa, though it faces challenges with broker turnover requiring recruitment efforts to maintain regulatory authorization.

Insurance Brokerage Healthcare Switzerland FINMA

Software

MSCO is developing proprietary lead generation software using big data analytics and machine learning algorithms to enhance marketing and sales outcomes for portfolio companies. The software is being tested with LCP and will serve as a foundation for implementation across other invested companies.

Software Analytics Machine Learning Lead Generation Digital

2025 Q1

AI

Artificial intelligence remained the dominant theme supporting global stocks this quarter, with renewed frenzy in technology shares from the AI buildout bringing excitement and higher valuations. AI fueled momentum in shares of companies linked to artificial intelligence, though valuations have reached concerning levels.

Technology Valuations Momentum Growth

Emerging markets

Emerging markets stocks posted the strongest returns this quarter, with constructive trade talks, good valuations and government shift to supporting private enterprise lifting Chinese stocks. The Fund's core allocation to emerging equities via the Fortress Emerging Markets Fund led the way with returns between 4% and 15%.

China Trade Valuations Government

Value

The manager favors investing in shares of high-quality, profitable companies at reasonable valuations, believing valuations matter as the launching point for future returns. Years of weakness in Caribbean markets have set the stage for good long-term returns among profitable companies now trading at very attractive valuations.

Quality Profitable Reasonable Long-term

2024 Q4

AI

WestEnd maintains concentrated exposure to AI infrastructure through both established leaders and catch-up trades. The firm holds long-term positions in Palantir and Snowflake while adding new positions in AMD, Alibaba, and Baidu to capture different fronts of the AI arms race. These companies are positioned to benefit from enterprise AI adoption and global AI infrastructure buildout.

Infrastructure Enterprise Data Centers Cloud Semiconductors

Semiconductors

The portfolio includes strategic semiconductor exposure through AMD, which is positioned as a catch-up trade to NVIDIA in AI chips. AMD has achieved technological credibility to compete head-to-head with NVIDIA for major infrastructure contracts, with partnerships including OpenAI and Oracle representing potential tens of billions in long-term revenue.

AI Chips Data Centers Infrastructure Competition

China

WestEnd has opened positions in Chinese tech leaders Alibaba and Baidu as AI catch-up trades. Alibaba announced a $50 billion AI initiative and reported 26% cloud growth, while Baidu operates fully driverless taxis and has completed over nine million paid rides through its Apollo Go platform.

Technology Cloud Autonomous E-commerce

2024 Q3

Onshoring

The manager emphasizes the US government's increasing focus on bringing manufacturing and production home due to geopolitical uncertainties and trade issues. This trend is driving major capital investment across aerospace and defense industries with strong earnings growth expected to follow.

Manufacturing Domestic Supply Chain Reshoring Production

Defense Spending

Global defense spending rose to $2.7 trillion in 2024 (+9.4%) and is expected to continue rising. The US Department of Defense's 2025 budget request totals nearly $850 billion with meaningful allocations for strengthening industrial capabilities in unmanned systems, hypersonics, and solid rocket motors.

Military Budget Aerospace Defense Government

Aerospace

The rebound in global air travel (up nearly 10.6% in 2024) and structural supply shortages are fueling commercial aerospace activity. Aircraft manufacturers and suppliers are racing to meet backlogs while investing heavily in domestic production capacity.

Aviation Commercial Aircraft Travel Manufacturing

Trade Policy

The letter discusses the de-escalation of US-China trade tensions with tariffs pulled back from 100%+ to more sensible levels (30% on Chinese exports, 10% on US exports). Markets have moved past worst-case tariff scenarios, accepting higher but manageable effective tariff rates.

Tariffs China Negotiations Trade Policy

Automation

The manager highlights investment in companies like Rockwell Automation that benefit from reshoring trends and broader adoption of automation and AI in manufacturing. These technologies help make domestic manufacturing more efficient and cost-effective.

AI Manufacturing Industrial Technology Efficiency

Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Exchange	Keywords	Action
Oct 22, 2025	Fund Letters	QuadCap wealth management	BABA	Alibaba Group Holding Limited	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NYSE	AI infrastructure, Asia, China, Cloud computing, Digital transformation, e-commerce, technology platform	Login
Oct 22, 2025	Fund Letters	QuadCap wealth management	BIDU	Baidu, Inc.	Communication Services	Interactive Media & Services	Bull	NASDAQ	AI innovation, autonomous vehicles, China, Enterprise software, Language Models, Mobility Services, technology platform	Login
Oct 22, 2025	Fund Letters	QuadCap wealth management	AMD	Advanced Micro Devices	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI infrastructure, Cloud computing, CPU, data center, Gpu, semiconductors, technology hardware	Login
Oct 22, 2025	Fund Letters	QuadCap wealth management	SNOW	Snowflake Inc.	Information Technology	Software	Bull	NYSE	AI platform, Cloud computing, Data Analytics, Data Management, Enterprise software, Multi Cloud, SaaS	Login
Jul 1, 2024	Fund Letters	QuadCap wealth management	GE	GE Aerospace	Industrials	Aerospace & Defense	Bull	NYSE	Aerospace, Artificial Intelligence, Commercial Aviation, Defense, Engine Manufacturing, Joint venture, MRO services, Predictive Maintenance, Reshoring	Login
Jul 1, 2024	Fund Letters	QuadCap wealth management	BA	Boeing Company	Industrials	Aerospace & Defense	Bull	NYSE	Aerospace, China, Commercial Aviation, Defense, manufacturing, Quality Improvement, Reshoring, turnaround	Login
Jul 1, 2024	Fund Letters	QuadCap wealth management	HWM	Howmet Aerospace Inc	Industrials	Aerospace & Defense	Bull	NYSE	advanced materials, Aerospace, Commercial Aviation, Defense, manufacturing, Military Aircraft, Precision Engineering, supply chain	Login
Jul 1, 2024	Fund Letters	QuadCap wealth management	ROK	Rockwell Automation Inc	Industrials	Industrial Machinery	Bull	NYSE	Artificial Intelligence, Defense, Digital Twins, Industrial automation, manufacturing, Predictive Maintenance, Reshoring, Sensors, Software	Login

Date

Pitch Type

Author

Ticker

Company

Industry

Sub Industry

Bull / Bear

Exchange

Keywords

Action

Oct 22, 2025

Fund Letters

QuadCap wealth management

BABA

Alibaba Group Holding Limited

Consumer Discretionary

Internet & Direct Marketing Retail

Bull

NYSE

AI infrastructure, Asia, China, Cloud computing, Digital transformation, e-commerce, technology platform

Oct 22, 2025

Fund Letters

QuadCap wealth management

BIDU

Baidu, Inc.

Communication Services

Interactive Media & Services

Bull

NASDAQ

AI innovation, autonomous vehicles, China, Enterprise software, Language Models, Mobility Services, technology platform

Oct 22, 2025

Fund Letters

QuadCap wealth management

AMD

Advanced Micro Devices

Information Technology

Semiconductors & Semiconductor Equipment

Bull

NASDAQ

AI infrastructure, Cloud computing, CPU, data center, Gpu, semiconductors, technology hardware

Oct 22, 2025

Fund Letters

QuadCap wealth management

SNOW

Snowflake Inc.

Information Technology

Software

Bull

NYSE

AI platform, Cloud computing, Data Analytics, Data Management, Enterprise software, Multi Cloud, SaaS

Jul 1, 2024

Fund Letters

QuadCap wealth management

GE Aerospace

Industrials

Aerospace & Defense

Bull

NYSE

Aerospace, Artificial Intelligence, Commercial Aviation, Defense, Engine Manufacturing, Joint venture, MRO services, Predictive Maintenance, Reshoring

Jul 1, 2024

Fund Letters

QuadCap wealth management

Boeing Company

Industrials

Aerospace & Defense

Bull

NYSE

Aerospace, China, Commercial Aviation, Defense, manufacturing, Quality Improvement, Reshoring, turnaround

Jul 1, 2024

Fund Letters

QuadCap wealth management

HWM

Howmet Aerospace Inc

Industrials

Aerospace & Defense

Bull

NYSE

advanced materials, Aerospace, Commercial Aviation, Defense, manufacturing, Military Aircraft, Precision Engineering, supply chain

Jul 1, 2024

Fund Letters

QuadCap wealth management

ROK

Rockwell Automation Inc

Industrials

Industrial Machinery

Bull

NYSE

Artificial Intelligence, Defense, Digital Twins, Industrial automation, manufacturing, Predictive Maintenance, Reshoring, Sensors, Software

TICKER	COMMENTARY
No ticker commentary found.

TICKER

COMMENTARY

No ticker commentary found.

Ticker	Put/Call	Amount Bought	Shares Bought	% Change	Weight %
No Recent Buys Data

Ticker

Put/Call

Amount Bought

Shares Bought

% Change

Weight %

No Recent Buys Data

Ticker	Put/Call	Amount Sold	Shares Sold	% Change	Weight %	Status
No Recent Sells Data

Ticker

Put/Call

Amount Sold

Shares Sold

% Change

Weight %

Status

No Recent Sells Data

Industry	Prev Quarter %	Current Quarter %	Change
No industry data available

Industry

Prev Quarter %

Current Quarter %

Change

No industry data available

Investment Summary

Investor Summary

Fund Strategy

FUND PERFORMANCE AS OF 31st March 2026

Investor Letters

Latest Executive Summary:

Executive Summary

Core Thesis

Forward Outlook

Investment Themes

Oil

AI

Rates

Value

Small Caps

Industrial Gases

AI

Healthcare

Insurance

Software

AI

Emerging markets

Value

AI

Semiconductors

China

Onshoring

Defense Spending

Aerospace

Trade Policy

Automation

Investor Pitches

Current Portfolio as of ( 31st March 2026 )

Key Risks identified by Manager:

Key catalysts include:

Portfolio Implications

Ticker Commentary

Connor Gross Top Holdings

Recent Buys (13F)

Recent Sells (13F)

13F Sector Summary

Portfolio Distribution

Latest 13D & 13G Filings

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On:

Subscribe to receive email notification and updates for:

QuadCap Wealth Management