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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 11 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RALLIANT CORP 50.0 $2K NEW $40.00
202 ALB ALBEMARLE CORP Basic Materials 6.0 $1K NEW $166.67 +5.8%
203 ALGN ALIGN TECHNOLOGY INC Healthcare 4.0 $1K NEW $250.00 -36.2%
204 MJ AMPLIFY ETF TR 34.0 $1K NEW $29.41 -16.3%
205 AXON AXON ENTERPRISE INC Industrials 2.0 $1K NEW $500.00 -20.2%
206 CME CME GROUP INC Financial Services 4.0 $1K NEW $250.00 +21.6%
207 CRL CHARLES RIV LABS INTL INC Healthcare 4.0 $1K NEW $250.00 -38.7%
208 DVA DAVITA INC Healthcare 4.0 $1K NEW $250.00 -20.0%
209 EFX EQUIFAX INC Industrials 4.0 $1K NEW $250.00 -34.2%
210 FAST FASTENAL CO Industrials 20.0 $1K NEW $50.00 -11.8%
211 GTX GARRETT MOTION INC Consumer Cyclical 33.0 $1K NEW $30.30 +1.6%
212 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 26.0 $1K NEW $38.46 -12.0%
213 HRL HORMEL FOODS CORP Consumer Defensive 24.0 $1K NEW $41.67 -51.6%
214 JBHT HUNT J B TRANS SVCS INC Industrials 4.0 $1K NEW $250.00 +5.2%
215 SGOV ISHARES TR 7.0 $1K NEW $142.86 -29.6%
216 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2.0 $1K NEW $500.00 -31.8%
217 L LOEWS CORP Financial Services 6.0 $1K NEW $166.67 -35.4%
218 MSCI MSCI INC Financial Services 1.0 $1K NEW $1000.00 -42.2%
219 PWR QUANTA SVCS INC Industrials 1.0 $1K NEW $1000.00 -26.9%
220 DGX QUEST DIAGNOSTICS INC Healthcare 4.0 $1K NEW $250.00 -24.2%
Page 11 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%