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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 7 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IYW ISHARES TR 4,801.0 $871K 0.02% -19K -79.7% $181.42 +32.0%
122 MCO MOODYS CORP Financial Services 1,955.0 $853K 0.02% -200.0 -9.3% $436.32 -1.2%
123 XLY SELECT SECTOR SPDR TR 7,605.0 $829K 0.02% -397.0 -5.0% $109.01 +6.9%
124 HEICO CORP NEW 3,830.0 $808K 0.02% -455.0 -10.6% $210.97
125 CALF PACER FDS TR 17,864.0 $802K 0.02% -2K -9.8% $44.89 +4.3%
126 TIP ISHARES TR 7,103.0 $784K 0.02% -514.0 -6.8% $110.38 +0.2%
127 AKRE PROFESIONALLY MANAGED PORTFO 14,791.0 $782K 0.02% -2K -13.1% $52.87 +1.0%
128 FIRST TR EXCHNG TRADED FD VI 30,464.0 $757K 0.02% -2K -4.9% $24.85
129 WSO WATSCO INC Industrials 1,989.0 $723K 0.02% -110.0 -5.2% $363.50 +10.8%
130 TYL TYLER TECHNOLOGIES INC Technology 2,090.0 $716K 0.02% -505.0 -19.5% $342.58 -9.4%
131 IJS ISHARES TR 5,916.0 $702K 0.02% -2K -24.2% $118.66 +6.0%
132 DFP FLAHERTY & CRUMRINE DYNAMIC Financial Services 34,194.0 $686K 0.02% -207.0 -0.6% $20.06 +1.5%
133 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,075.0 $679K 0.02% -24.0 -1.1% $327.23 +8.6%
134 NEAR ISHARES U S ETF TR 12,760.0 $648K 0.02% -369.0 -2.8% $50.78 -0.3%
135 NVS NOVARTIS AG Healthcare 4,070.0 $622K 0.02% -993.0 -19.6% $152.83 -2.4%
136 BLACKROCK ETF TRUST 8,707.0 $611K 0.02% -839.0 -8.8% $70.17
137 ACN ACCENTURE PLC IRELAND Technology 3,075.0 $609K 0.02% -12K -79.3% $198.05 -15.3%
138 ICVT ISHARES TR 5,945.0 $605K 0.02% -2K -24.9% $101.77 +14.7%
139 DUK DUKE ENERGY CORP NEW Utilities 4,607.0 $603K 0.02% -546.0 -10.6% $130.89 -6.8%
140 GMAY FIRST TR EXCHNG TRADED FD VI 14,378.0 $590K 0.02% -1K -9.0% $41.03 +4.0%
Page 7 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%