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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 67 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 LW LAMB WESTON HLDGS INC Consumer Defensive 51.0 $2K NEW $39.22 +11.4%
1322 MXCT MAXCYTE INC Healthcare 1,266.0 $2K NEW $1.58 -34.2%
1323 MDB MONGODB INC Technology 5.0 $2K NEW $400.00 -20.1%
1324 PBF PBF ENERGY INC Energy 88.0 $2K NEW $22.73 +79.6%
1325 PCG PG&E CORP Utilities 94.0 $2K NEW $21.28 -23.6%
1326 REZI RESIDEO TECHNOLOGIES INC Industrials 54.0 $2K NEW $37.04 -23.8%
1327 SEM SELECT MED HLDGS CORP Healthcare 117.0 $2K NEW $17.09 -3.4%
1328 SIRI SIRIUSXM HOLDINGS INC Communication Services 101.0 $2K NEW $19.80 +30.2%
1329 STM STMICROELECTRONICS N V Technology 91.0 $2K NEW $21.98 +185.7%
1330 RTH VANECK ETF TRUST 10.0 $2K NEW $200.00 +32.5%
1331 GENZ VANECK ETF TRUST 57.0 $2K NEW $35.09 +2.6%
1332 WEX WEX INC Technology 15.0 $2K NEW $133.33 +5.6%
1333 NVT NVENT ELECTRIC PLC Industrials 15.0 $2K NEW $133.33 +25.4%
1334 PNR PENTAIR PLC Industrials 15.0 $2K NEW $133.33 -45.8%
1335 STNG SCORPIO TANKERS INC Energy 48.0 $2K NEW $41.67 +95.7%
1336 INNOVATOR ETFS TRUST 59.0 $2K NEW $33.90
1337 FS SPECIALTY LENDING FD 161.0 $2K NEW $12.42
1338 JAMES HARDIE INDS PLC 89.0 $2K NEW $22.47
1339 AMTM AMENTUM HOLDINGS INC Industrials 40.0 $1K NEW $25.00 -9.3%
1340 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 200.0 $1K NEW $5.00 -39.9%
Page 67 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%