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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 62 of 77  ·  1,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CL COLGATE PALMOLIVE CO Consumer Defensive 145.0 $12K +6.0 +4.3% $82.76 +8.8%
1222 FDRV FIDELITY COVINGTON TRUST 702.0 $12K NEW $17.09 +11.2%
1223 FIS FIDELITY NATL INFORMATION SV Technology 266.0 $12K -41.0 -13.4% $45.11 -3.9%
1224 FR FIRST INDL RLTY TR INC Real Estate 201.0 $12K +137.0 +214.1% $59.70 +3.0%
1225 GPC GENUINE PARTS CO Consumer Cyclical 112.0 $12K NEW $107.14 -13.0%
1226 IMTM ISHARES TR 242.0 $12K $49.59 +4.0%
1227 IBDR ISHARES TR 485.0 $12K $24.74 -2.1%
1228 BBAG J P MORGAN EXCHANGE TRADED F 270.0 $12K NEW $44.44 +2.0%
1229 KC KINGSOFT CLOUD HLDGS LTD Technology 888.0 $12K $13.51 +10.0%
1230 KHC KRAFT HEINZ CO Consumer Defensive 533.0 $12K +243.0 +83.8% $22.51 +3.7%
1231 OMC OMNICOM GROUP INC Communication Services 156.0 $12K +86.0 +122.9% $76.92 -4.9%
1232 ON ON SEMICONDUCTOR CORP Technology 182.0 $12K +46.0 +33.8% $65.93 +66.0%
1233 PHIN PHINIA INC Consumer Cyclical 177.0 $12K $67.80 +10.7%
1234 CNRG SPDR SERIES TRUST 129.0 $12K $93.02 +13.0%
1235 YOLO ADVISORSHARES TR 4,123.0 $11K $2.67 +4.2%
1236 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 90.0 $11K -71.0 -44.1% $122.22 +11.0%
1237 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 303.0 $11K $36.30 +21.7%
1238 CC CHEMOURS CO Basic Materials 517.0 $11K NEW $21.28 +2.2%
1239 EMBC EMBECTA CORP Healthcare 1,245.0 $11K -94.0 -7.0% $8.84 -67.2%
1240 FPX FIRST TR EXCHANGE-TRADED FD 70.0 $11K NEW $157.14 +15.6%
Page 62 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%