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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 11 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EXR EXTRA SPACE STORAGE INC Real Estate 1,406.0 $184K 0.01% -207.0 -12.8% $130.87 +4.6%
202 FJUL FIRST TR EXCHNG TRADED FD VI 3,361.0 $184K 0.01% -84.0 -2.4% $54.75 +7.2%
203 ONON ON HLDG AG Consumer Cyclical 5,239.0 $178K 0.01% -205.0 -3.8% $33.98 +9.7%
204 ESGD ISHARES TR 1,853.0 $177K 0.01% -13K -87.4% $95.52 +6.2%
205 FIIG FIRST TR EXCHANGE-TRADED FD 8,459.0 $176K 0.01% -5K -35.4% $20.81 -1.2%
206 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,283.0 $174K 0.01% -364.0 -13.8% $76.22 +11.7%
207 FELC FIDELITY COVINGTON TRUST 4,770.0 $173K 0.01% -3K -37.1% $36.27 +13.9%
208 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,907.0 $172K 0.01% -47.0 -2.4% $90.19 +11.5%
209 FDV FEDERATED HERMES ETF TRUST 5,533.0 $170K 0.00% -556.0 -9.1% $30.72 +1.1%
210 TPR TAPESTRY INC Consumer Cyclical 1,160.0 $163K 0.00% -184.0 -13.7% $140.52 -8.0%
211 GTO INVESCO ACTIVELY MANAGED EXC 3,445.0 $161K 0.00% -236.0 -6.4% $46.73 -0.7%
212 WY WEYERHAEUSER CO Real Estate 6,508.0 $159K 0.00% -1K -18.0% $24.43 -7.2%
213 SMAY FIRST TR EXCHNG TRADED FD VI 5,728.0 $151K 0.00% -92.0 -1.6% $26.36 +3.0%
214 TD TORONTO DOMINION BK ONT Financial Services 1,622.0 $151K 0.00% -103.0 -6.0% $93.09 +15.6%
215 J JACOBS SOLUTIONS INC Industrials 1,184.0 $150K 0.00% -24.0 -2.0% $126.69 -12.8%
216 PAYX PAYCHEX INC Industrials 1,531.0 $141K 0.00% -17K -91.6% $92.10 -0.6%
217 SSNC SS&C TECH HLDGS Technology 2,093.0 $141K 0.00% -48K -95.8% $67.37 -4.1%
218 FCX FREEPORT MCMORAN INC Basic Materials 2,376.0 $140K 0.00% -642.0 -21.3% $58.92 +6.9%
219 SCHO SCHWAB STRATEGIC TR 5,648.0 $137K 0.00% -164.0 -2.8% $24.26 -0.5%
220 KVUE KENVUE INC Consumer Defensive 7,771.0 $134K 0.00% -379.0 -4.7% $17.24 -0.8%
Page 11 of 21  ·  405 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%