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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 60 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 CNP CENTERPOINT ENERGY INC Utilities 200.0 $8K NEW $40.00 +4.3%
1182 CURB CURBLINE PPTYS CORP Real Estate 336.0 $8K NEW $23.81 +15.9%
1183 DMAC DIAMEDICA THERAPEUTICS INC Healthcare 1,050.0 $8K NEW $7.62 -20.5%
1184 EVGO EVGO INC Consumer Cyclical 2,794.0 $8K NEW $2.86 -33.6%
1185 FTV FORTIVE CORP Technology 150.0 $8K NEW $53.33 +10.1%
1186 AHR AMERICAN HEALTHCARE REIT INC Real Estate 165.0 $8K NEW $48.48 +1.8%
1187 HDB HDFC BANK LTD Financial Services 226.0 $8K NEW $35.40 -30.9%
1188 ITT ITT INC Industrials 44.0 $8K NEW $181.82 +7.0%
1189 ITW ILLINOIS TOOL WKS INC Industrials 33.0 $8K NEW $242.42 +2.2%
1190 INDA ISHARES TR 155.0 $8K NEW $51.61 -7.3%
1191 PAAS PAN AMERN SILVER CORP Basic Materials 148.0 $8K NEW $54.05 +4.3%
1192 XLI SELECT SECTOR SPDR TR 55.0 $8K NEW $145.45 +17.4%
1193 UE URBAN EDGE PPTYS Real Estate 395.0 $8K NEW $20.25 +5.2%
1194 JOBY JOBY AVIATION INC Industrials 612.0 $8K NEW $13.07 -20.7%
1195 SEALED AIR CORP NEW 185.0 $8K NEW $43.24
1196 AVLV AMERICAN CENTY ETF TR 94.0 $7K NEW $74.47 +17.8%
1197 APP APPLOVIN CORP Technology 10.0 $7K NEW $700.00 -29.7%
1198 CALM CAL MAINE FOODS INC Consumer Defensive 88.0 $7K NEW $79.55 -2.4%
1199 CAG CONAGRA BRANDS INC Consumer Defensive 377.0 $7K NEW $18.57 -25.7%
1200 CORZ CORE SCIENTIFIC INC NEW Technology 480.0 $7K NEW $14.58 +66.0%
Page 60 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%