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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 16 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 REGCO REGENCY CTRS CORP Real Estate 315.0 $24K 0.00% -96.0 -23.4% $76.19 -70.5%
302 AER AERCAP HOLDINGS NV Industrials 174.0 $24K 0.00% -67.0 -27.8% $137.93 +1.3%
303 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 370.0 $23K 0.00% -114.0 -23.6% $62.16 -1.7%
304 PSA PUBLIC STORAGE OPER CO Real Estate 84.0 $23K 0.00% -104.0 -55.3% $273.81 +6.8%
305 SONY SONY GROUP CORP Technology 1,135.0 $23K 0.00% -70.0 -5.8% $20.26 +10.1%
306 ADC AGREE RLTY CORP Real Estate 290.0 $22K 0.00% -37.0 -11.3% $75.86 -0.1%
307 CCJ CAMECO CORP Energy 204.0 $22K 0.00% -132.0 -39.3% $107.84 -2.5%
308 GDEC FIRST TR EXCHNG TRADED FD VI 595.0 $22K 0.00% -1K -68.9% $36.97 +6.5%
309 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 335.0 $22K 0.00% -112.0 -25.1% $65.67 +32.5%
310 VST VISTRA CORP Utilities 145.0 $22K 0.00% -13.0 -8.2% $151.72 -7.9%
311 CLX CLOROX CO DEL Consumer Defensive 201.0 $21K 0.00% -34.0 -14.5% $104.48 -11.2%
312 IMO IMPERIAL OIL LTD Energy 155.0 $20K 0.00% -236.0 -60.4% $129.03 +4.4%
313 SPDR SERIES TRUST 631.0 $20K 0.00% -340.0 -35.0% $31.70
314 B BARRICK MNG CORP Basic Materials 456.0 $19K -44.0 -8.8% $41.67 -2.6%
315 LNG CHENIERE ENERGY INC Energy 68.0 $19K -11.0 -13.9% $279.41 -13.4%
316 GLDI UBS AG Financial Services 114.0 $19K -3.0 -2.6% $166.67 -0.7%
317 F FORD MTR CO Consumer Cyclical 1,611.0 $19K -42.0 -2.5% $11.79 +13.6%
318 TECK TECK RESOURCES LTD Basic Materials 363.0 $19K -48.0 -11.7% $52.34 +17.2%
319 PFF ISHARES TR 594.0 $18K -300.0 -33.6% $30.30 +2.8%
320 XLB SELECT SECTOR SPDR TR 362.0 $18K -2K -86.6% $49.72 +1.0%
Page 16 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%