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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 58 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 GIS GENERAL MLS INC Consumer Defensive 243.0 $11K NEW $45.27 -25.4%
1142 URA GLOBAL X FDS 253.0 $11K NEW $43.48 +9.3%
1143 LII LENNOX INTL INC Industrials 22.0 $11K NEW $500.00 -2.7%
1144 MLM MARTIN MARIETTA MATLS INC Basic Materials 18.0 $11K NEW $611.11 -11.9%
1145 PYPL PAYPAL HLDGS INC Financial Services 187.0 $11K NEW $58.82 -25.1%
1146 PHIN PHINIA INC Consumer Cyclical 177.0 $11K NEW $62.15 +16.6%
1147 SMOG VANECK ETF TRUST 85.0 $11K NEW $129.41 +13.0%
1148 RYANAIR HOLDINGS PLC 159.0 $11K NEW $69.18
1149 ALK ALASKA AIR GROUP INC Industrials 193.0 $10K NEW $51.81 -30.2%
1150 LNT ALLIANT ENERGY CORP Utilities 148.0 $10K NEW $67.57 +8.0%
1151 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 250.0 $10K NEW $40.00 -4.6%
1152 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 641.0 $10K NEW $15.60 -3.0%
1153 FDX FEDEX CORP Industrials 34.0 $10K NEW $294.12 +27.3%
1154 NXTG FIRST TR EXCHANGE-TRADED FD 93.0 $10K NEW $107.53 +33.0%
1155 RYLD GLOBAL X FDS 632.0 $10K NEW $15.82 -3.0%
1156 HPQ HP INC Technology 434.0 $10K NEW $23.04 -9.8%
1157 BSJW INVESCO EXCH TRD SLF IDX FD 385.0 $10K NEW $25.97 -3.5%
1158 BSJV INVESCO EXCH TRD SLF IDX FD 370.0 $10K NEW $27.03 -3.9%
1159 BBUS J P MORGAN EXCHANGE TRADED F 83.0 $10K NEW $120.48 +9.8%
1160 MGEE MGE ENERGY INC Utilities 133.0 $10K NEW $75.19 +0.8%
Page 58 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%