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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 24 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 70.0 $7K +40.0 +133.3% $100.00 -10.3%
462 XRN CHIRON REAL ESTATE INC Financial Services 177.0 $6K +65.0 +58.0% $33.90 +2.0%
463 SWBI SMITH & WESSON BRANDS INC Industrials 321.0 $5K +4.0 +1.3% $15.58 -2.7%
464 PPL PPL CORP Utilities 116.0 $4K +16.0 +16.0% $34.48 +3.8%
465 GO GROCERY OUTLET HLDG CORP Consumer Defensive 400.0 $3K +200.0 +100.0% $7.50 +2.3%
466 AMTM AMENTUM HOLDINGS INC Industrials 52.0 $2K +12.0 +30.0% $38.46 -40.3%
467 SIRI SIRIUSXM HOLDINGS INC Communication Services 103.0 $2K +2.0 +2.0% $19.42 +35.0%
468 FS SPECIALTY LENDING FD 166.0 $2K +5.0 +3.1% $12.05
469 HTRB HARTFORD FDS EXCHANGE TRADED 43.0 $1K +1.0 +2.4% $23.26 +44.1%
470 NLOP NET LEASE OFFICE PROPERTIES Real Estate 69.0 $1K +33.0 +91.7% $14.49 -20.4%
Page 24 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%