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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 21 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NTNX NUTANIX INC Technology 28.0 $1K -38.0 -57.6% $35.71 +27.5%
402 PJT PJT PARTNERS INC Financial Services 5.0 $1K -3.0 -37.5% $200.00 -20.2%
403 STLA STELLANTIS N.V Consumer Cyclical 125.0 $1K -133.0 -51.5% $8.00 -7.0%
404 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 35.0 $1K -50.0 -58.8% $28.57 +51.4%
405 JAMES HARDIE INDS PLC 39.0 $1K -50.0 -56.2% $25.64
Page 21 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%