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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 64 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 VCTR VICTORY CAP HLDGS INC Financial Services 82.0 $5K NEW $60.98 +43.2%
1262 WBD WARNER BROS DISCOVERY INC Communication Services 160.0 $5K NEW $31.25 -13.4%
1263 YUM YUM BRANDS INC Consumer Cyclical 35.0 $5K NEW $142.86 +6.2%
1264 ALVO ALVOTECH Healthcare 932.0 $5K NEW $5.36 -39.6%
1265 ENTERGY CORP NEW 55.0 $5K NEW $90.91
1266 BROS DUTCH BROS INC Consumer Cyclical 72.0 $4K NEW $55.56 -6.4%
1267 FR FIRST INDL RLTY TR INC Real Estate 64.0 $4K NEW $62.50 -1.8%
1268 FTXO FIRST TR EXCHANGE-TRADED FD 116.0 $4K NEW $34.48 +8.5%
1269 FLJP FRANKLIN TEMPLETON ETF TR 121.0 $4K NEW $33.06 +17.6%
1270 XRN GLOBAL MED REIT Financial Services 112.0 $4K NEW $35.71 -5.2%
1271 NNN NNN REIT INC Real Estate 100.0 $4K NEW $40.00 +10.6%
1272 ODFL OLD DOMINION FREIGHT LINE IN Industrials 24.0 $4K NEW $166.67 +22.6%
1273 PPL PPL CORP Utilities 100.0 $4K NEW $40.00 -13.0%
1274 REXR REXFORD INDL RLTY INC Real Estate 105.0 $4K NEW $38.10 -7.5%
1275 ROKU ROKU INC Communication Services 33.0 $4K NEW $121.21 +4.4%
1276 SFM SPROUTS FMRS MKT INC Consumer Defensive 51.0 $4K NEW $78.43 +12.8%
1277 TRV TRAVELERS COMPANIES INC Financial Services 15.0 $4K NEW $266.67 +14.2%
1278 UMH UMH PPTYS INC Real Estate 241.0 $4K NEW $16.60 -9.1%
1279 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 44.0 $4K NEW $90.91 -6.5%
1280 BEP BROOKFIELD RENEWABLE PARTNER Utilities 139.0 $4K NEW $28.78 +18.6%
Page 64 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%