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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 8 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HEI HEICO CORP NEW Industrials 30.0 $8K NEW $266.67 +8.3%
142 MCHP MICROCHIP TECHNOLOGY INC. Technology 129.0 $8K NEW $62.02 +51.3%
143 SJM SMUCKER J M CO Consumer Defensive 86.0 $8K NEW $93.02 +8.1%
144 OPPJ WISDOMTREE TR 150.0 $8K NEW $53.33 +12.0%
145 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 607.0 $7K NEW $11.53 -1.4%
146 IYR ISHARES TR 75.0 $7K NEW $93.33 +8.1%
147 VTWO VANGUARD SCOTTSDALE FDS 70.0 $7K NEW $100.00 +11.5%
148 PUTNAM ETF TRUST 590.0 $7K NEW $11.86
149 BYD BOYD GAMING CORP Consumer Cyclical 74.0 $6K NEW $81.08 -2.5%
150 SATS ECHOSTAR CORP Technology 50.0 $6K NEW $120.00 +14.4%
151 EQR EQUITY RESIDENTIAL Real Estate 101.0 $6K NEW $59.41 +7.5%
152 LAMR LAMAR ADVERTISING CO Real Estate 47.0 $6K NEW $127.66 +14.0%
153 RKLB ROCKET LAB CORP Industrials 100.0 $6K NEW $60.00 +107.9%
154 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 92.0 $6K NEW $65.22 +5.4%
155 IAUI NEOS ETF TRUST 98.0 $6K NEW $61.22 -9.3%
156 TER TERADYNE INC Technology 21.0 $6K NEW $285.71 +18.3%
157 DVN DEVON ENERGY CORP NEW Energy 101.0 $5K NEW $49.50 -0.0%
158 FBP FIRST BANCORP CORPORATION Financial Services 226.0 $5K NEW $22.12 +5.2%
159 IYH ISHARES TR 77.0 $5K NEW $64.94 -5.8%
160 ETHA ISHARES ETHEREUM TR Financial Services 315.0 $5K NEW $15.87 +0.8%
Page 8 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%