← All Mutual Funds

BlackRock Capital Allocation Term Trust

CIK: 0001809541 BCAT Balanced
Report date: 2026-02-24
AUM $1.6B
Expense Ratio
Category Balanced
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-24

Holdings

From latest SEC N-PORT filing · US-listed stocks only

93 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
0.21%
$3.33 26,544
2 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.26%
$4.11 17,975
3 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
0.02%
$0.34 1,608
4 APD Air Products and Chemicals Inc Since 2026-05-10 009158106 Equity (Common)
0.16%
$2.56 10,356
5 ASTL Algoma Steel Group Inc Since 2026-05-10 015658107 Equity (Common)
0.05%
$0.73 178,901
6 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
2.48%
$39.53 125,973
7 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
2.36%
$37.58 162,812
8 APO Apollo Global Management Inc Since 2026-05-10 03769M106 Equity (Common)
0.30%
$4.79 33,086
9 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
1.93%
$30.86 113,496
10 ANET Arista Networks Inc Since 2026-05-10 040413205 Equity (Common)
0.04%
$0.68 5,203
11 ADSK Autodesk Inc Since 2026-05-10 052769106 Equity (Common)
0.23%
$3.71 12,534
12 AZO AutoZone Inc Since 2026-05-10 053332102 Equity (Common)
0.02%
$0.30 90
13 BBY Best Buy Co Inc Since 2026-05-10 086516101 Equity (Common)
0.02%
$0.29 4,351
14 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
0.04%
$0.60 112
15 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
1.31%
$20.87 60,306
16 BURL Burlington Stores Inc Since 2026-05-10 122017106 Equity (Common)
0.02%
$0.37 1,266
17 CVI CVR Energy Inc Since 2026-05-10 12663SAB7 LON
0.06%
$0.89 891,787
18 CZR Caesars Entertainment Inc Since 2026-05-10 12769G100 Equity (Common)
0.03%
$0.46 19,728
19 CCS Century Communities Inc Since 2026-05-10 156504300 Equity (Common)
0.06%
$0.95 15,990
20 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
0.58%
$9.24 119,960
21 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.80%
$12.81 109,764
22 COIN Coinbase Global Inc Since 2026-05-10 19260Q107 Equity (Common)
0.02%
$0.37 1,655
23 CORZ CORE SCIENTIFIC INC Since 2026-05-10 21874AAE6 Debt
0.02%
$0.29 281,000
24 DDOG Datadog Inc Since 2026-05-10 23804L103 Equity (Common)
0.04%
$0.61 4,486
25 DAL Delta Air Lines Inc Since 2026-05-10 247361702 Equity (Common)
0.26%
$4.09 58,930
26 DKS Dick's Sporting Goods Inc Since 2026-05-10 253393102 Equity (Common)
0.02%
$0.33 1,649
27 EVGO EVgo Inc Since 2026-05-10 30052F118 Derivative
0.00%
$0.00 40,220
28 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
0.93%
$14.85 22,495
29 FITB Fifth Third Bancorp Since 2026-05-10 316773100 Equity (Common)
0.03%
$0.44 9,384
30 FIG Figma Inc Since 2026-05-10 316841105 Equity (Common)
0.01%
$0.17 4,615
31 FOR FORESTAR GROUP INC Since 2026-05-10 346232AE1 Debt
0.12%
$1.95 1,950,000
32 FLL FULL HOUSE RESORTS INC Since 2026-05-10 359678AC3 Debt
0.01%
$0.15 172,000
33 GRNT GRANITE RIDGE RESOURCES Since 2026-05-10 387432AA5 Debt
0.38%
$6.00 6,229,000
34 HLT Hilton Worldwide Holdings Inc Since 2026-05-10 43300A203 Equity (Common)
0.19%
$2.96 10,312
35 HIPO Hippo Holdings Inc Since 2026-05-10 433539111 Derivative
0.00%
11,689
36 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.39%
$6.30 9,509
37 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.46%
$7.39 13,042
38 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
1.16%
$18.55 57,554
39 LGIH LGI HOMES INC Since 2026-05-10 50187TAK2 Debt
0.05%
$0.83 867,000
40 LION Lionsgate Studios Corp Since 2026-05-10 53626N102 Equity (Common)
0.05%
$0.87 95,306
41 LYV Live Nation Entertainment Inc Since 2026-05-10 538034109 Equity (Common)
0.25%
$4.00 28,082
42 LUMN Lumen Technologies Inc Since 2026-05-10 550241103 Equity (Common)
0.04%
$0.62 80,398
43 MHO M/I Homes Inc Since 2026-05-10 55305B101 Equity (Common)
0.03%
$0.52 4,074
44 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.18%
$2.85 27,051
45 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
1.14%
$18.22 63,825
46 MDB MongoDB Inc Since 2026-05-10 60937P106 Equity (Common)
0.18%
$2.83 6,738
47 NRG NRG Energy Inc Since 2026-05-10 629377508 Equity (Common)
0.04%
$0.58 3,634
48 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
0.23%
$3.72 39,694
49 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
0.59%
$9.34 116,286
50 OPAD Offerpad Solutions Inc Since 2026-05-10 67623L117 Derivative
0.00%
$0.00 60,706
51 PLTR Palantir Technologies Inc Since 2026-05-10 69608A108 Equity (Common)
0.21%
$3.36 18,885
52 PM Philip Morris International Inc Since 2026-05-10 718172109 Equity (Common)
0.36%
$5.75 35,860
53 PBI PITNEY BOWES INC Since 2026-05-10 724479AP5 Debt
0.11%
$1.82 1,822,000
54 PBI Pitney Bowes Inc Since 2026-05-10 72448FAW5 LON
0.01%
$0.17 171,702
55 RNG RINGCENTRAL INC Since 2026-05-10 76680RAJ6 Debt
0.10%
$1.52 1,430,000
56 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
0.41%
$6.52 24,605
57 PDYN Palladyne AI Corp Since 2026-05-10 80359A114 Derivative
0.00%
$0.00 68,671
58 PDYN Palladyne AI Corp Since 2026-05-10 80359A205 Equity (Common)
0.00%
$0.03 7,517
59 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 81761LAC6 Debt
0.00%
$0.08 75,000
60 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 81761LAF9 Debt
0.07%
$1.07 1,185,000
61 NOW ServiceNow Inc Since 2026-05-10 81762P102 Equity (Common)
0.23%
$3.66 23,890
62 TTAN ServiceTitan Inc Since 2026-05-10 81764X103 Equity (Common)
0.07%
$1.09 10,244
63 SEI Solaris Energy Infrastructure Inc Since 2026-05-10 83418M103 Equity (Common)
0.11%
$1.69 36,723
64 STEM STEM INC Since 2026-05-10 85859NAA0 Debt
0.00%
$0.08 200,000
65 SU Suncor Energy Inc Since 2026-05-10 867224107 Equity (Common)
0.24%
$3.88 87,340
66 TPH Tri Pointe Homes Inc Since 2026-05-10 87265H109 Equity (Common)
0.05%
$0.87 27,655
67 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
0.68%
$10.87 24,169
68 TCBI TEXAS CAPITAL BANCSHARES Since 2026-05-10 88224QAA5 Debt
0.05%
$0.79 794,000
69 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
0.18%
$2.93 5,060
70 TOL Toll Brothers Inc Since 2026-05-10 889478103 Equity (Common)
0.03%
$0.44 3,224
71 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.10%
$1.64 20,030
72 ULTA Ulta Beauty Inc Since 2026-05-10 90384S303 Equity (Common)
0.03%
$0.41 678
73 UAL United Airlines Holdings Inc Since 2026-05-10 910047109 Equity (Common)
0.25%
$4.06 36,280
74 VRT Vertiv Holdings Co Since 2026-05-10 92537N108 Equity (Common)
0.25%
$3.97 24,501
75 VST Vistra Corp Since 2026-05-10 92840M102 Equity (Common)
0.27%
$4.24 26,277
76 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
1.11%
$17.72 159,039
77 MYPS Playstudios Inc Since 2026-05-10 Equity (Common)
0.01%
$0.15 226,924
78 DFH DREAM FINDERS HOMES INC Since 2026-05-10 Equity (Preferred)
0.63%
$10.08 10,172
79 SOAR VOLATO GROUP INC Since 2026-05-10 Derivative
0.00%
48,765
80 WOLF WOLFSPEED INC Since 2026-05-10 977852AP7 Debt
0.00%
$0.02 12,000
81 WOLF WOLFSPEED INC Since 2026-05-10 977852AQ5 Debt
0.00%
$0.01 5,000
82 WOLF WOLFSPEED INC Since 2026-05-10 977852AS1 Debt
0.00%
$0.01 13,440
83 WOLF Wolfspeed Inc Since 2026-05-10 97785W106 Equity (Common)
0.00%
$0.02 1,112
84 CRH CRH PLC Since 2026-05-10 Equity (Common)
0.47%
$7.42 59,456
85 MDT Medtronic PLC Since 2026-05-10 Equity (Common)
0.40%
$6.37 66,340
86 TT Trane Technologies PLC Since 2026-05-10 Equity (Common)
0.53%
$8.39 21,568
87 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
-0.01%
$-0.22 316,315
88 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
-0.00%
$-0.01 12,862
89 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.02%
$0.26 3,367,485
90 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.17%
$2.75 22,763,094
91 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.01%
$0.13 938,447
92 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
-0.02%
$-0.34 4,216,000
93 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
-0.01%
$-0.11 1,402,000