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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 61 of 77  ·  1,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 MKC MCCORMICK & CO INC Consumer Defensive 279.0 $14K NEW $50.18 -6.9%
1202 MAA MID-AMER APT CMNTYS INC Real Estate 116.0 $14K -99.0 -46.0% $120.69 +6.3%
1203 SRLN SSGA ACTIVE ETF TR 327.0 $14K +30.0 +10.1% $42.81 -5.4%
1204 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 23.0 $14K -6.0 -20.7% $608.70 +7.1%
1205 SKT TANGER INC Real Estate 407.0 $14K NEW $34.40 +3.6%
1206 INNOVATOR ETFS TRUST 567.0 $14K NEW $24.69
1207 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 150.0 $13K -87.0 -36.7% $86.67 +6.0%
1208 MSC INCOME FUND INC 1,092.0 $13K +546.0 +100.0% $11.90
1209 AME AMETEK INC Industrials 61.0 $13K +5.0 +8.9% $213.11 +3.8%
1210 ATO ATMOS ENERGY CORP Utilities 70.0 $13K NEW $185.71 -4.3%
1211 FDX FEDEX CORP Industrials 35.0 $13K +1.0 +2.9% $371.43 -0.5%
1212 FTSM FIRST TR EXCHANGE-TRADED FD 219.0 $13K $59.36 +0.9%
1213 IDGT ISHARES TR 138.0 $13K NEW $94.20 +23.4%
1214 SOUN SOUNDHOUND AI INC Technology 1,920.0 $13K NEW $6.77 +23.3%
1215 SU SUNCOR ENERGY INC NEW Energy 199.0 $13K -24.0 -10.8% $65.33 +6.7%
1216 PALL ABRDN PALLADIUM ETF TRUST Financial Services 88.0 $12K $136.36 -81.2%
1217 LNT ALLIANT ENERGY CORP Utilities 170.0 $12K +22.0 +14.9% $70.59 +2.1%
1218 AAL AMERICAN AIRLINES GROUP INC Industrials 1,100.0 $12K $10.91 +10.6%
1219 CIFR CIPHER DIGITAL INC Financial Services 903.0 $12K $13.29 +41.5%
1220 CLSK CLEANSPARK INC Technology 1,366.0 $12K $8.78 +67.2%
Page 61 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%