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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 2 of 77  ·  1,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FESM FIDELITY COVINGTON TRUST 841,857.0 $32.0M 0.84% +27K +3.3% $38.00 +14.3%
22 DYNF BLACKROCK ETF TRUST 532,076.0 $31.0M 0.81% -109K -17.0% $58.18 +13.9%
23 GS GOLDMAN SACHS GROUP INC Financial Services 35,482.0 $30.0M 0.79% -2K -4.2% $846.20 +14.5%
24 WMT WALMART INC Consumer Defensive 232,602.0 $28.9M 0.76% -8K -3.1% $124.29 +6.6%
25 RTX RTX CORPORATION Industrials 143,812.0 $27.7M 0.73% -8K -5.5% $192.93 -8.9%
26 C CITIGROUP INC Financial Services 234,081.0 $26.6M 0.70% -8K -3.2% $113.44 +8.8%
27 USTB VICTORY PORTFOLIOS II 516,536.0 $26.1M 0.69% -46K -8.2% $50.58 -0.2%
28 CGMU CAPITAL GRP FIXED INCM ETF T 958,464.0 $26.0M 0.68% +526K +121.5% $27.15 +0.1%
29 MFS ACTIVE EXCHANGE TRADED F 864,447.0 $25.7M 0.68% +189K +28.0% $29.72
30 RLY SSGA ACTIVE ETF TR 696,907.0 $25.2M 0.66% -9K -1.3% $36.15 +1.5%
31 GOOGL ALPHABET INC Communication Services 85,506.0 $24.6M 0.65% -4K -4.7% $287.59 +39.5%
32 AVGO BROADCOM INC Technology 76,322.0 $23.6M 0.62% +873.0 +1.2% $309.61 +37.3%
33 FBCG FIDELITY COVINGTON TRUST 455,846.0 $22.8M 0.60% +277K +154.5% $50.12 +21.7%
34 MUNI PIMCO ETF TR 429,414.0 $22.4M 0.59% +5K +1.2% $52.19 -0.3%
35 SPYG SPDR SERIES TRUST 226,732.0 $22.2M 0.58% -2K -0.7% $97.91 +20.9%
36 JCI JOHNSON CONTROLS INTERNATION Industrials 167,413.0 $21.9M 0.58% -8K -4.7% $131.02 +9.8%
37 COP CONOCOPHILLIPS Energy 166,230.0 $21.9M 0.58% +3K +1.9% $131.93 -9.8%
38 IVE ISHARES TR 103,218.0 $21.8M 0.57% $211.18 +5.8%
39 IUSB ISHARES TR 462,872.0 $21.4M 0.56% +72K +18.5% $46.19 -1.1%
40 GARP ISHARES TR 331,017.0 $21.2M 0.56% +173K +108.8% $63.97 +20.0%
Page 2 of 77  ·  1,537 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%