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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 6 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JNJ JOHNSON & JOHNSON Healthcare 37,771.0 $7.8M 0.22% NEW $206.96 +9.2%
102 MRK MERCK & CO INC Healthcare 73,785.0 $7.8M 0.22% NEW $105.25 +5.8%
103 MCD MCDONALDS CORP Consumer Cyclical 24,676.0 $7.5M 0.21% NEW $305.64 -9.6%
104 VEA VANGUARD TAX- MANAGED FDS 118,401.0 $7.4M 0.21% NEW $62.47 +11.4%
105 JMST J P MORGAN EXCHANGE TRADED F 143,485.0 $7.3M 0.21% NEW $50.94 -0.1%
106 CVX CHEVRON CORP NEW Energy 47,417.0 $7.2M 0.21% NEW $152.39 +24.3%
107 META META PLATFORMS INC Communication Services 10,941.0 $7.2M 0.21% NEW $660.09 -8.1%
108 QUAL ISHARES TR 36,002.0 $7.2M 0.20% NEW $198.63 +5.9%
109 DFIS DIMENSIONAL ETF TRUST 207,363.0 $6.8M 0.20% NEW $32.94 +9.4%
110 MRSK NORTHERN LIGHTS FD TR 173,051.0 $6.4M 0.18% NEW $36.80 +2.9%
111 JEPQ J P MORGAN EXCHANGE TRADED F 109,130.0 $6.3M 0.18% NEW $58.11 +2.9%
112 VUSB VANGUARD BD INDEX FDS 126,986.0 $6.3M 0.18% NEW $49.84 -0.2%
113 BAI BLACKROCK ETF TRUST 186,708.0 $6.2M 0.18% NEW $33.30 +40.0%
114 BAC BANK AMERICA CORP Financial Services 111,177.0 $6.1M 0.17% NEW $55.00 -9.0%
115 MBB ISHARES TR 60,759.0 $5.8M 0.17% NEW $95.23 -1.7%
116 SPY SPDR S&P 500 ETF TR Financial Services 8,474.0 $5.8M 0.17% NEW $681.85 +8.3%
117 SPDW SPDR INDEX SHS FDS 128,150.0 $5.7M 0.16% NEW $44.41 +11.5%
118 COST COSTCO WHSL CORP NEW Consumer Defensive 6,411.0 $5.5M 0.16% NEW $862.11 +22.1%
119 SCHW SCHWAB CHARLES CORP Financial Services 54,992.0 $5.5M 0.16% NEW $99.92 -8.5%
120 QQQ INVESCO QQQ TR Financial Services 8,796.0 $5.4M 0.15% NEW $614.26 +15.6%
Page 6 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%