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Portfolio (Quarterly) Guide ↗

Capital Analysts, LLC

· CIK 0001624758
13F Portfolio $3.8B AUM 2,305 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 230 New 470 Added 405 Reduced 57 Exited
Page 7 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IYK ISHARES TR 198.0 $14K NEW $70.71 +3.1%
122 MKC MCCORMICK & CO INC Consumer Defensive 279.0 $14K NEW $50.18 -5.8%
123 SKT TANGER INC Real Estate 407.0 $14K NEW $34.40 +1.8%
124 INNOVATOR ETFS TRUST 567.0 $14K NEW $24.69
125 ATO ATMOS ENERGY CORP Utilities 70.0 $13K NEW $185.71 -4.3%
126 IDGT ISHARES TR 138.0 $13K NEW $94.20 +22.1%
127 SOUN SOUNDHOUND AI INC Technology 1,920.0 $13K NEW $6.77 +24.8%
128 FDRV FIDELITY COVINGTON TRUST 702.0 $12K NEW $17.09 +9.3%
129 GPC GENUINE PARTS CO Consumer Cyclical 112.0 $12K NEW $107.14 -13.7%
130 BBAG J P MORGAN EXCHANGE TRADED F 270.0 $12K NEW $44.44 +2.0%
131 CC CHEMOURS CO Basic Materials 517.0 $11K NEW $21.28 +2.2%
132 FPX FIRST TR EXCHANGE-TRADED FD 70.0 $11K NEW $157.14 +15.4%
133 JIG J P MORGAN EXCHANGE TRADED F 150.0 $11K NEW $73.33 +8.8%
134 DXJ WISDOMTREE TR 70.0 $11K NEW $157.14 +7.2%
135 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 192.0 $10K NEW $52.08 +14.4%
136 EAFG PACER FDS TR 426.0 $10K NEW $23.47 +7.5%
137 FLCB FRANKLIN TEMPLETON ETF TR 412.0 $9K NEW $21.84 -3.4%
138 DDTF INNOVATOR ETFS TRUST 492.0 $9K NEW $18.29 +9.1%
139 VSNT VERSANT MEDIA GROUP INC Industrials 244.0 $9K NEW $36.89 +14.9%
140 DY DYCOM INDS INC Industrials 23.0 $8K NEW $347.83 +18.8%
Page 7 of 12  ·  230 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 20.8%
Financial Services 20.4%
Industrials 12.0%
Healthcare 10.1%
Energy 8.9%
Communication Services 6.5%
Consumer Defensive 6.4%
Consumer Cyclical 6.3%
Utilities 3.0%
Basic Materials 2.9%