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Portfolio (Quarterly) Guide ↗

Capital Analysts, LLC

· CIK 0001624758
13F Portfolio $3.5B AUM 1,975 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1364 New
Page 56 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 NOW SERVICENOW INC Technology 95.0 $14K NEW $147.37 -31.2%
1102 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 48.0 $14K NEW $291.67 +151.2%
1103 VIKING HOLDINGS LTD 200.0 $14K NEW $70.00
1104 PALL ABRDN PALLADIUM ETF TRUST Financial Services 88.0 $13K NEW $147.73 -83.3%
1105 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 130.0 $13K NEW $100.00 +10.1%
1106 AMH AMERICAN HOMES 4 RENT Real Estate 417.0 $13K NEW $31.18 +1.8%
1107 CIFR CIPHER MINING INC Financial Services 903.0 $13K NEW $14.40 +28.7%
1108 DASH DOORDASH INC Communication Services 56.0 $13K NEW $232.14 -33.3%
1109 EPR EPR PPTYS Real Estate 263.0 $13K NEW $49.43 +18.1%
1110 FTSM FIRST TR EXCHANGE-TRADED FD 219.0 $13K NEW $59.36 +0.8%
1111 HHH HOWARD HUGHES HOLDINGS INC Real Estate 160.0 $13K NEW $81.25 -22.8%
1112 IGM ISHARES TR 101.0 $13K NEW $128.71 +18.4%
1113 RELX RELX PLC Communication Services 314.0 $13K NEW $41.40 -18.5%
1114 REMX VANECK ETF TRUST 179.0 $13K NEW $72.63 +27.4%
1115 AGGY WISDOMTREE TR 284.0 $13K NEW $45.77 -6.1%
1116 CENCORA INC 37.0 $13K NEW $351.35
1117 FIRST TR EXCHNG TRADED FD VI 604.0 $13K NEW $21.52
1118 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 303.0 $12K NEW $39.60 +11.5%
1119 CCL CARNIVAL CORP Consumer Cyclical 406.0 $12K NEW $29.56 -18.7%
1120 CX CEMEX SAB DE CV Basic Materials 1,004.0 $12K NEW $11.95 +3.1%
Page 56 of 69  ·  1,364 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 23.9%
Financial Services 22.2%
Industrials 11.3%
Healthcare 10.1%
Communication Services 7.0%
Consumer Cyclical 6.8%
Consumer Defensive 5.8%
Energy 5.4%
Real Estate 2.6%
Utilities 2.5%