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Capital Financial Services, LL – GuruFocus.com



Capital Financial Services, LLC
recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

855 ROUTE 146 SUITE 180 CLIFTON PARK, NY 12065

As of the latest 13F report, the guru’s equity portfolio contained 75 stocks valued at a total of $71.00Mil. The top holdings were
AAPL(7.42%),
NVEE(5.98%),
and
PFE(5.55%).

According to GuruFocus data, these were Capital Financial Services, LLC’s top five trades of the quarter.

Rio Tinto PLC

The guru established a new position worth 12,800 shares in NYSE:RIO, giving the stock a 1.1% weight in the equity portfolio. Shares traded for an average price of $71.81 during the quarter.

On 07/28/2022, Rio Tinto PLC traded for a price of $59.67 per share and a market cap of $93.45Bil. The stock has returned -22.20% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Rio Tinto PLC has
a price-earnings ratio of 5.07,
a price-book ratio of 2.01,
a price-earnings-to-growth (PEG) ratio of 0.28,
a EV-to-Ebitda ratio of 2.93 and
a price-sales ratio of 1.68.

The price-to-GF Value ratio is 0.67, earning the stock a GF Value rank of 10.

Hannon Armstrong Sustainable Infrastructure Capital Inc

The guru sold out of their 17,195-share investment in NYSE:HASI. Previously, the stock had a 0.96% weight in the equity portfolio. Shares traded for an average price of $39.89 during the quarter.

On 07/28/2022, Hannon Armstrong Sustainable Infrastructure Capital Inc traded for a price of $36.48 per share and a market cap of $3.16Bil. The stock has returned -33.76% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Hannon Armstrong Sustainable Infrastructure Capital Inc has
a price-earnings ratio of 23.74,
a price-book ratio of 1.78,
a price-earnings-to-growth (PEG) ratio of 2.93 and
a price-sales ratio of 14.29.

The price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 9.

Cisco Systems Inc

The guru sold out of their 7-share investment in NAS:CSCO. Previously, the stock had a 0.45% weight in the equity portfolio. Shares traded for an average price of $47.99 during the quarter.

On 07/28/2022, Cisco Systems Inc traded for a price of $45.82 per share and a market cap of $189.20Bil. The stock has returned -13.84% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Cisco Systems Inc has
a price-earnings ratio of 16.04,
a price-book ratio of 4.68,
a price-earnings-to-growth (PEG) ratio of 3.21,
a EV-to-Ebitda ratio of 10.41 and
a price-sales ratio of 3.74.

The price-to-GF Value ratio is 0.90, earning the stock a GF Value rank of 7.

Nucor Corp

The guru established a new position worth 2,925 shares in NYSE:NUE, giving the stock a 0.43% weight in the equity portfolio. Shares traded for an average price of $135.54 during the quarter.

On 07/28/2022, Nucor Corp traded for a price of $130.61 per share and a market cap of $34.15Bil. The stock has returned 33.05% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Nucor Corp has
a price-earnings ratio of 4.00,
a price-book ratio of 2.04,

a price-earnings-to-growth (PEG) ratio of 0.19,
a EV-to-Ebitda ratio of 2.91 and
a price-sales ratio of 0.84.

The price-to-GF Value ratio is 1.02, earning the stock a GF Value rank of 6.

DTE Energy Co

The guru established a new position worth 2,200 shares in NYSE:DTE, giving the stock a 0.39% weight in the equity portfolio. Shares traded for an average price of $130.45 during the quarter.

On 07/28/2022, DTE Energy Co traded for a price of $128.84 per share and a market cap of $24.85Bil. The stock has returned 11.92% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, DTE Energy Co has
a price-earnings ratio of 27.56,
a price-book ratio of 2.81,
a EV-to-Ebitda ratio of 14.71 and
a price-sales ratio of 1.53.

The price-to-GF Value ratio is 0.95, earning the stock a GF Value rank of 6.

Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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