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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 23 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 URA GLOBAL X FDS 316.0 $15K +63.0 +24.9% $47.47 +4.1%
442 PAYC PAYCOM SOFTWARE INC Technology 120.0 $15K +1.0 +0.8% $125.00 +10.8%
443 SRLN SSGA ACTIVE ETF TR 327.0 $14K +30.0 +10.1% $42.81 -5.4%
444 AME AMETEK INC Industrials 61.0 $13K +5.0 +8.9% $213.11 +6.3%
445 FDX FEDEX CORP Industrials 35.0 $13K +1.0 +2.9% $371.43 -0.7%
446 MSC INCOME FUND INC 1,092.0 $13K +546.0 +100.0% $11.90
447 LNT ALLIANT ENERGY CORP Utilities 170.0 $12K +22.0 +14.9% $70.59 +1.7%
448 CL COLGATE PALMOLIVE CO Consumer Defensive 145.0 $12K +6.0 +4.3% $82.76 +7.9%
449 FR FIRST INDL RLTY TR INC Real Estate 201.0 $12K +137.0 +214.1% $59.70 +2.6%
450 KHC KRAFT HEINZ CO Consumer Defensive 533.0 $12K +243.0 +83.8% $22.51 +2.1%
451 OMC OMNICOM GROUP INC Communication Services 156.0 $12K +86.0 +122.9% $76.92 -7.6%
452 ON ON SEMICONDUCTOR CORP Technology 182.0 $12K +46.0 +33.8% $65.93 +73.0%
453 HNDL STRATEGY SHS 535.0 $11K +259.0 +93.8% $20.56 +10.2%
454 ARM ARM HOLDINGS PLC Technology 66.0 $10K +14.0 +26.9% $151.52 +38.7%
455 AJG GALLAGHER ARTHUR J & CO Financial Services 49.0 $10K +22.0 +81.5% $204.08 -1.6%
456 TRV TRAVELERS COMPANIES INC Financial Services 36.0 $10K +21.0 +140.0% $277.78 +8.6%
457 AHR AMERICAN HEALTHCARE REIT INC Real Estate 198.0 $9K +33.0 +20.0% $45.45 +9.4%
458 LRCX LAM RESEARCH CORP Technology 44.0 $9K +10.0 +29.4% $204.55 +42.3%
459 INDA ISHARES TR 184.0 $8K +29.0 +18.7% $43.48 +10.1%
460 TOL TOLL BROTHERS INC Consumer Cyclical 54.0 $8K +33.0 +157.1% $148.15 -14.0%
Page 23 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%