Our Investment Portfolio

At Capstone Holdings Inc., our direct investments in entrepreneurs and selected companies are complemented by the Stone Family office portfolio and the vast majority of its blue-chip investments portfolio, which is hosted within Merrill Lynch and has been for the past 35 years.

Our approach involves actively engaging with the companies we invest in, demonstrating our dedication to hands-on involvement for mutual success. Our direct-to-market portfolio companies encompass a wide range of ventures, such as groundbreaking global technologies, nascent startups, global large-scale real estate projects, cybersecurity, autonomous technologies, sports, and entertainment.

A sampling of just a few of our past and recent investments.