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Portfolio (Quarterly) Guide ↗

Capital Analysts, LLC

· CIK 0001624758
13F Portfolio $3.8B AUM 2,305 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 230 New 470 Added 405 Reduced 57 Exited
Page 18 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 5,404.0 $144K 0.00% +3K +100.0% $26.65 +12.0%
342 CCK CROWN HLDGS INC Consumer Cyclical 1,399.0 $140K 0.00% +591.0 +73.1% $100.07 -2.9%
343 SCHH SCHWAB STRATEGIC TR 6,420.0 $138K 0.00% +176.0 +2.8% $21.50 +8.2%
344 TXT TEXTRON INC Industrials 1,580.0 $138K 0.00% +81.0 +5.4% $87.34 +1.6%
345 ROST ROSS STORES INC Consumer Cyclical 632.0 $137K 0.00% +554.0 +710.3% $216.77 -1.9%
346 GEV GE VERNOVA INC Utilities 156.0 $136K 0.00% +2.0 +1.3% $871.79 +20.4%
347 STLD STEEL DYNAMICS INC Basic Materials 743.0 $134K 0.00% +14.0 +1.9% $180.35 +27.2%
348 CTVA CORTEVA INC Basic Materials 1,591.0 $133K 0.00% +27.0 +1.7% $83.60 -1.7%
349 IGV ISHARES TR 1,638.0 $132K 0.00% +768.0 +88.3% $80.59 +15.2%
350 BEN FRANKLIN RESOURCES INC Financial Services 5,558.0 $131K 0.00% +66.0 +1.2% $23.57 +35.6%
351 DIEM FRANKLIN TEMPLETON ETF TR 3,606.0 $127K 0.00% +330.0 +10.1% $35.22 +16.1%
352 USB US BANCORP Financial Services 2,450.0 $127K 0.00% +278.0 +12.8% $51.84 +2.5%
353 SOXX ISHARES TR 377.0 $124K 0.00% +252.0 +201.6% $328.91 +50.8%
354 SPTI SPDR SERIES TRUST 4,179.0 $120K 0.00% +1K +48.4% $28.72 -1.7%
355 LIN LINDE PLC Basic Materials 240.0 $119K 0.00% +11.0 +4.8% $495.83 +2.1%
356 INTU INTUIT Technology 273.0 $118K 0.00% +270.0 +9000.0% $432.23 -9.1%
357 RAAX VANECK ETF TRUST 2,808.0 $114K 0.00% +2K +443.1% $40.60 +3.2%
358 SUSB ISHARES TR 4,523.0 $113K 0.00% +1K +30.5% $24.98 -0.3%
359 VDC VANGUARD WORLD FD 501.0 $113K 0.00% +103.0 +25.9% $225.55 +3.9%
360 VCRB VANGUARD MALVERN FDS 1,449.0 $112K 0.00% +10.0 +0.7% $77.29 -1.1%
Page 18 of 24  ·  470 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.8%
Financial Services 20.4%
Industrials 12.0%
Healthcare 10.1%
Energy 8.9%
Communication Services 6.5%
Consumer Defensive 6.4%
Consumer Cyclical 6.3%
Utilities 3.0%
Basic Materials 2.9%