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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 63 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 OMC OMNICOM GROUP INC Communication Services 70.0 $6K NEW $85.71 -17.4%
1242 OPCH OPTION CARE HEALTH INC Healthcare 180.0 $6K NEW $33.33 -41.4%
1243 ROK ROCKWELL AUTOMATION INC Industrials 15.0 $6K NEW $400.00 +12.2%
1244 SPTS SPDR SERIES TRUST 199.0 $6K NEW $30.15 -3.8%
1245 SOFI SOFI TECHNOLOGIES INC Financial Services 240.0 $6K NEW $25.00 -37.6%
1246 VTRS VIATRIS INC Healthcare 463.0 $6K NEW $12.96 +27.2%
1247 WAB WABTEC Industrials 26.0 $6K NEW $230.77 +14.4%
1248 NVMI NOVA LTD Technology 17.0 $6K NEW $352.94 +44.3%
1249 A AGILENT TECHNOLOGIES INC Healthcare 34.0 $5K NEW $147.06 -23.8%
1250 ALV AUTOLIV INC Consumer Cyclical 44.0 $5K NEW $113.64 +1.9%
1251 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 190.0 $5K NEW $26.32 +1.3%
1252 DXCM DEXCOM INC Healthcare 68.0 $5K NEW $73.53 -16.2%
1253 FNCL FIDELITY COVINGTON TRUST 62.0 $5K NEW $80.65 -8.7%
1254 FNK FIRST TR EXCHANGE-TRADED ALP 94.0 $5K NEW $53.19 +9.5%
1255 BAPR INNOVATOR ETFS TRUST 106.0 $5K NEW $47.17 +11.5%
1256 KBWB INVESCO EXCH TRADED FD TR II 54.0 $5K NEW $92.59 -9.0%
1257 GSG ISHARES S&P GSCI COMMODITY- Financial Services 200.0 $5K NEW $25.00 +37.6%
1258 HYGH ISHARES U S ETF TR 54.0 $5K NEW $92.59 -6.8%
1259 MP MP MATERIALS CORP Basic Materials 99.0 $5K NEW $50.51 +21.3%
1260 PSTL POSTAL REALTY TRUST INC Real Estate 283.0 $5K NEW $17.67 +28.4%
Page 63 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%