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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 17 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MUR MURPHY OIL CORP Energy 412.0 $17K -408.0 -49.8% $41.26 -1.5%
322 MLI MUELLER INDS INC Industrials 148.0 $16K -18.0 -10.8% $108.11 +26.2%
323 FEZ SPDR INDEX SHS FDS 257.0 $16K -281.0 -52.2% $62.26 +5.8%
324 DOX AMDOCS LTD Technology 244.0 $16K -22.0 -8.3% $65.57 -7.6%
325 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 51.0 $15K -29.0 -36.2% $294.12 +7.5%
326 ING ING GROEP N.V. Financial Services 570.0 $15K -63.0 -9.9% $26.32 +11.8%
327 RSPS INVESCO EXCHANGE TRADED FD T 520.0 $15K -90.0 -14.8% $28.85 +4.1%
328 MFG MIZUHO FINANCIAL GROUP INC Financial Services 1,874.0 $15K -1K -36.5% $8.00 +8.6%
329 IX ORIX CORP Financial Services 475.0 $15K -55.0 -10.4% $31.58 +16.1%
330 SBRA SABRA HEALTH CARE REIT INC Real Estate 784.0 $15K -159.0 -16.9% $19.13 +8.0%
331 THC TENET HEALTHCARE CORP Healthcare 83.0 $15K -28.0 -25.2% $180.72 +8.8%
332 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 37.0 $15K -11.0 -22.9% $405.41 +96.2%
333 SPOT SPOTIFY TECHNOLOGY S A Communication Services 31.0 $15K -3.0 -8.8% $483.87 -9.7%
334 MAA MID-AMER APT CMNTYS INC Real Estate 116.0 $14K -99.0 -46.0% $120.69 +4.2%
335 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 23.0 $14K -6.0 -20.7% $608.70 +8.2%
336 SU SUNCOR ENERGY INC NEW Energy 199.0 $13K -24.0 -10.8% $65.33 +4.5%
337 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 150.0 $13K -87.0 -36.7% $86.67 +6.6%
338 FIS FIDELITY NATL INFORMATION SV Technology 266.0 $12K -41.0 -13.4% $45.11 -7.3%
339 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 90.0 $11K -71.0 -44.1% $122.22 +9.0%
340 EMBC EMBECTA CORP Healthcare 1,245.0 $11K -94.0 -7.0% $8.84 -65.7%
Page 17 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%