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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 19 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CURB CURBLINE PPTYS CORP Real Estate 256.0 $7K -80.0 -23.8% $27.34 +2.0%
362 DASH DOORDASH INC Communication Services 42.0 $7K -14.0 -25.0% $166.67 -4.5%
363 ITT ITT INC Industrials 36.0 $7K -8.0 -18.2% $194.44 +0.4%
364 OWL BLUE OWL CAPITAL INC Financial Services 738.0 $6K -631.0 -46.1% $8.13 +16.5%
365 CALM CAL MAINE FOODS INC Consumer Defensive 81.0 $6K -7.0 -8.0% $74.07 +4.0%
366 CX CEMEX SA EURO MTN BE 144A Basic Materials 481.0 $6K -523.0 -52.1% $12.47 +2.3%
367 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 918.0 $6K -216.0 -19.1% $6.54 +14.6%
368 MGA MAGNA INTL INC Consumer Cyclical 112.0 $6K -25.0 -18.2% $53.57 +12.8%
369 IQVIA HLDGS INC 35.0 $6K -9.0 -20.4% $171.43
370 SEALED AIR CORP NEW 133.0 $6K -52.0 -28.1% $45.11
371 ARGX ARGENX SE Healthcare 7.0 $5K -9.0 -56.2% $714.29 +11.1%
372 FTGC FIRST TR EXCHANGE TRAD FD VI 167.0 $5K -88.0 -34.5% $29.94 -0.0%
373 HPQ HP INC Technology 263.0 $5K -171.0 -39.4% $19.01 +9.9%
374 MLM MARTIN MARIETTA MATLS INC Basic Materials 8.0 $5K -10.0 -55.6% $625.00 -10.7%
375 PTC PTC INC Technology 34.0 $5K -22.0 -39.3% $147.06 -3.9%
376 HOOD ROBINHOOD MKTS INC Financial Services 66.0 $5K -500.0 -88.3% $75.76 +1.6%
377 ROK ROCKWELL AUTOMATION INC Industrials 13.0 $5K -2.0 -13.3% $384.62 +14.9%
378 NOW SERVICENOW INC Technology 40.0 $5K -55.0 -57.9% $125.00 -20.7%
379 SHOP SHOPIFY INC Technology 42.0 $5K -60.0 -58.8% $119.05 -16.3%
380 NVMI NOVA LTD Technology 12.0 $5K -5.0 -29.4% $416.67 +20.9%
Page 19 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%