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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 9 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PGR PROGRESSIVE CORP Financial Services 1,988.0 $394K 0.01% -140.0 -6.6% $198.19 +0.7%
162 USLM UNITED STS LIME & MINERALS I Basic Materials 2,926.0 $382K 0.01% -180.0 -5.8% $130.55 -20.0%
163 FUMB FIRST TR EXCH TRADED FD III 19,012.0 $382K 0.01% -3K -14.9% $20.09 -0.2%
164 CPRT COPART INC Industrials 11,180.0 $371K 0.01% -1K -9.2% $33.18 -1.6%
165 CDNS CADENCE DESIGN SYSTEM INC Technology 1,325.0 $369K 0.01% -93.0 -6.6% $278.49 +24.6%
166 FLQS FRANKLIN TEMPLETON ETF TR 8,641.0 $369K 0.01% -1K -13.4% $42.70 +4.8%
167 IWN ISHARES TR 1,839.0 $348K 0.01% -2K -55.7% $189.23 +9.2%
168 QDEC FIRST TR EXCHNG TRADED FD VI 10,778.0 $339K 0.01% -729.0 -6.3% $31.45 +11.5%
169 USMV ISHARES TR 3,434.0 $318K 0.01% -22K -86.5% $92.60 +2.5%
170 STIP ISHARES TR 3,071.0 $317K 0.01% -13K -80.3% $103.22 +0.3%
171 KLAC KLA CORP Technology 214.0 $315K 0.01% -11.0 -4.9% $1471.96 +21.9%
172 FIRST TR EXCHNG TRADED FD VI 13,987.0 $307K 0.01% -2K -14.0% $21.95
173 IUSG ISHARES TR 1,974.0 $306K 0.01% -46.0 -2.3% $155.02 +20.2%
174 MCK MCKESSON CORP Healthcare 335.0 $290K 0.01% -13.0 -3.7% $865.67 -12.4%
175 ANET ARISTA NETWORKS INC Technology 2,273.0 $279K 0.01% -700.0 -23.6% $122.75 +16.1%
176 HCA HCA HEALTHCARE INC Healthcare 582.0 $276K 0.01% -30.0 -4.9% $474.23 -10.5%
177 BSMQ INVESCO EXCH TRD SLF IDX FD 11,606.0 $274K 0.01% -5K -28.2% $23.61 -0.4%
178 HYTI FIRST TR EXCHANGE-TRADED FD 14,043.0 $271K 0.01% -507.0 -3.5% $19.30 -0.6%
179 DAL DELTA AIR LINES INC Industrials 4,052.0 $270K 0.01% -25.0 -0.6% $66.63 +7.6%
180 SLB SLB LIMITED Energy 5,227.0 $268K 0.01% -106.0 -2.0% $51.27 +7.7%
Page 9 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%