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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 10 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WTS WATTS WATER TECHNOLOGIES INC Industrials 9.0 $3K NEW $333.33 -11.0%
182 ALLE ALLEGION PLC Industrials 20.0 $3K NEW $150.00 -16.2%
183 LIBERTY MEDIA CORP DEL 34.0 $3K NEW $88.24
184 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 39.0 $2K NEW $51.28 -1.3%
185 BHP BHP BILLITON LIMITED Basic Materials 24.0 $2K NEW $83.33 +0.8%
186 CRUS CIRRUS LOGIC INC Technology 13.0 $2K NEW $153.85 +3.8%
187 XRAY DENTSPLY SIRONA INC Healthcare 130.0 $2K NEW $15.38 -34.5%
188 FETH FIDELITY ETHEREUM FD Financial Services 115.0 $2K NEW $17.39 +27.2%
189 FCF FIRST COMWLTH FINL CORP PA Financial Services 138.0 $2K NEW $14.49 +24.6%
190 REET ISHARES TR 64.0 $2K NEW $31.25 -13.5%
191 TLTW ISHARES TR 92.0 $2K NEW $21.74 -0.0%
192 LVS LAS VEGAS SANDS CORP Consumer Cyclical 29.0 $2K NEW $68.97 -25.8%
193 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 24.0 $2K NEW $83.33 +16.6%
194 NSA NATIONAL STORAGE AFFILIATES Real Estate 64.0 $2K NEW $31.25 +31.3%
195 PDI PIMCO DYNAMIC INCOME FD Financial Services 92.0 $2K NEW $21.74 -23.5%
196 TRGP TARGA RES CORP Energy 8.0 $2K NEW $250.00 +8.8%
197 TSCO TRACTOR SUPPLY CO Consumer Cyclical 50.0 $2K NEW $40.00 -23.6%
198 TDG TRANSDIGM GROUP INC Industrials 2.0 $2K NEW $1000.00 +14.9%
199 OEC ORION S.A. Basic Materials 232.0 $2K NEW $8.62 -19.7%
200 HOLOGIC INC 26.0 $2K NEW $76.92
Page 10 of 12  ·  230 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%