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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 4 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TMUS T-MOBILE US INC Communication Services 18,424.0 $3.9M 0.10% -1K -5.8% $210.00 -11.8%
62 UBER UBER TECHNOLOGIES INC Technology 52,518.0 $3.8M 0.10% -4K -6.7% $71.94 +4.4%
63 IHI ISHARES TR 70,611.0 $3.8M 0.10% -11K -13.7% $53.36 -6.7%
64 MDYV SPDR SERIES TRUST 43,840.0 $3.7M 0.10% -2K -5.4% $85.15 +4.7%
65 GM GENERAL MTRS CO Consumer Cyclical 49,539.0 $3.7M 0.10% -6K -10.2% $74.49 +0.5%
66 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,901.0 $3.4M 0.09% -522.0 -7.0% $491.67 -10.8%
67 NEM NEWMONT CORP Basic Materials 31,324.0 $3.4M 0.09% -2K -4.7% $108.26 +0.7%
68 SCHA SCHWAB STRATEGIC TR 116,257.0 $3.4M 0.09% -50K -30.3% $29.09 +11.2%
69 SHW SHERWIN WILLIAMS CO Basic Materials 10,483.0 $3.4M 0.09% -668.0 -6.0% $320.61 -6.4%
70 DELL DELL TECHNOLOGIES INC Technology 20,401.0 $3.3M 0.09% -2K -7.8% $164.16 +47.5%
71 BA BOEING CO Industrials 16,623.0 $3.3M 0.09% -2K -9.9% $199.06 +10.8%
72 DEM WISDOMTREE TR 64,859.0 $3.2M 0.09% -179K -73.5% $49.66 +7.4%
73 DHR DANAHER CORP DEL Healthcare 16,631.0 $3.2M 0.08% -1K -6.2% $189.65 -14.6%
74 IEF ISHARES TR 32,658.0 $3.1M 0.08% -3K -7.7% $95.44 -2.1%
75 QCOM QUALCOMM INC Technology 23,782.0 $3.1M 0.08% -2K -7.5% $128.75 +56.5%
76 BSX BOSTON SCIENTIFIC CORP Healthcare 48,615.0 $3.0M 0.08% -2K -3.3% $62.74 -10.9%
77 SPSM SPDR SERIES TRUST 61,664.0 $3.0M 0.08% -11K -15.7% $48.31 +8.2%
78 QGRO AMERICAN CENTY ETF TR 27,788.0 $2.9M 0.08% -3K -8.7% $105.05 +6.2%
79 RSP INVESCO EXCHANGE TRADED FD T 15,183.0 $2.9M 0.08% -258.0 -1.7% $192.06 +5.6%
80 SNPS SYNOPSYS INC Technology 7,278.0 $2.9M 0.08% -517.0 -6.6% $396.54 +26.7%
Page 4 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%