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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 3 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 10,177.0 $5.8M 0.15% -764.0 -7.0% $572.07 +8.1%
42 VUSB VANGUARD BD INDEX FDS 112,231.0 $5.6M 0.15% -15K -11.6% $49.78 -0.2%
43 MUB ISHARES TR 51,032.0 $5.4M 0.14% -98K -65.7% $106.15 -0.0%
44 LMT LOCKHEED MARTIN CORP Industrials 8,746.0 $5.3M 0.14% -502.0 -5.4% $604.39 -13.9%
45 BAC BANK AMERICA CORP Financial Services 103,770.0 $5.1M 0.13% -7K -6.7% $48.75 +2.1%
46 QQQ INVESCO QQQ TR Financial Services 8,609.0 $5.0M 0.13% -187.0 -2.1% $577.19 +22.8%
47 LOW LOWES COS INC Consumer Cyclical 20,217.0 $4.8M 0.13% -1K -6.9% $236.29 -5.4%
48 HD HOME DEPOT INC Consumer Cyclical 14,520.0 $4.8M 0.12% -989.0 -6.4% $328.86 -7.5%
49 EQIX EQUINIX INC Real Estate 4,841.0 $4.7M 0.12% -289.0 -5.6% $980.38 +10.1%
50 SCHW SCHWAB CHARLES CORP Financial Services 50,497.0 $4.7M 0.12% -4K -8.2% $93.97 -4.8%
51 GD GENERAL DYNAMICS CORP Industrials 13,680.0 $4.7M 0.12% -1K -8.9% $343.27 -0.8%
52 ET ENERGY TRANSFER L P Energy 235,648.0 $4.5M 0.12% -2K -1.0% $19.30 +5.5%
53 NOC NORTHROP GRUMMAN CORP Industrials 6,541.0 $4.5M 0.12% -610.0 -8.5% $682.31 -19.6%
54 BINC BLACKROCK ETF TRUST II 82,800.0 $4.3M 0.11% -101K -54.9% $51.92 +0.3%
55 FANG DIAMONDBACK ENERGY INC Energy 21,682.0 $4.3M 0.11% -2K -6.8% $197.72 +1.3%
56 PLD PROLOGIS INC. Real Estate 32,130.0 $4.2M 0.11% -2K -5.2% $132.15 +8.0%
57 MDYG SPDR SERIES TRUST 42,940.0 $4.1M 0.11% -3K -7.2% $95.97 +9.6%
58 LH LABCORP HOLDINGS INC Healthcare 15,171.0 $4.0M 0.11% -849.0 -5.3% $266.82 -4.8%
59 DVY ISHARES TR 26,259.0 $4.0M 0.10% -1K -5.1% $151.41 -0.3%
60 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,992.0 $3.9M 0.10% -2K -29.3% $650.37 +13.6%
Page 3 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%