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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 20 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EIDO ISHARES TR 239.0 $4K -137.0 -36.4% $16.74 -16.1%
382 ODFL OLD DOMINION FREIGHT LINE IN Industrials 22.0 $4K -2.0 -8.3% $181.82 +10.9%
383 OPCH OPTION CARE HEALTH INC Healthcare 127.0 $4K -53.0 -29.4% $31.50 -37.5%
384 PBF PBF ENERGY INC Energy 75.0 $4K -13.0 -14.8% $53.33 -23.5%
385 RYANAIR HOLDINGS PLC 77.0 $4K -82.0 -51.6% $51.95
386 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 31.0 $3K -33.0 -51.6% $96.77 +26.2%
387 KBWB INVESCO EXCH TRADED FD TR II 39.0 $3K -15.0 -27.8% $76.92 +9.2%
388 PDD PDD HOLDINGS INC Consumer Cyclical 29.0 $3K -31.0 -51.7% $103.45 -8.4%
389 REXR REXFORD INDL RLTY INC Real Estate 72.0 $3K -33.0 -31.4% $41.67 -16.1%
390 UMH UMH PPTYS INC Real Estate 183.0 $3K -58.0 -24.1% $16.39 -7.7%
391 YUMC YUM CHINA HLDGS INC Consumer Cyclical 69.0 $3K -74.0 -51.8% $43.48 +3.9%
392 TNK TEEKAY TANKERS LTD Energy 44.0 $3K -25.0 -36.2% $68.18 +13.0%
393 ESTC ELASTIC N V Technology 58.0 $3K -81.0 -58.3% $51.72 +0.3%
394 THOMSON REUTERS CORP 32.0 $3K -34.0 -51.5% $93.75
395 ALV AUTOLIV INC Consumer Cyclical 21.0 $2K -23.0 -52.3% $95.24 +19.9%
396 HDB HDFC BANK LTD Financial Services 94.0 $2K -132.0 -58.4% $21.28 +15.7%
397 PSTL POSTAL REALTY TRUST INC Real Estate 129.0 $2K -154.0 -54.4% $15.50 +47.9%
398 WEX WEX INC Technology 10.0 $2K -5.0 -33.3% $200.00 -29.6%
399 HUBS HUBSPOT INC Technology 5.0 $1K -3.0 -37.5% $200.00 +0.0%
400 LW LAMB WESTON HLDGS INC Consumer Defensive 33.0 $1K -18.0 -35.3% $30.30 +44.2%
Page 20 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%