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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 63 of 77  ·  1,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 FAUG FIRST TR EXCHNG TRADED FD VI 216.0 $11K $50.93 +9.2%
1242 JIG J P MORGAN EXCHANGE TRADED F 150.0 $11K NEW $73.33 +8.8%
1243 JTEK J P MORGAN EXCHANGE TRADED F 137.0 $11K $80.29 +24.9%
1244 OMER OMEROS CORP Healthcare 1,000.0 $11K $11.00 +6.3%
1245 HNDL STRATEGY SHS 535.0 $11K +259.0 +93.8% $20.56 +10.0%
1246 DXJ WISDOMTREE TR 70.0 $11K NEW $157.14 +7.8%
1247 RNR RENAISSANCERE HLDGS LTD Financial Services 33.0 $10K -18.0 -35.3% $303.03 -0.0%
1248 ARM ARM HOLDINGS PLC Technology 66.0 $10K +14.0 +26.9% $151.52 +46.4%
1249 CPZ CALAMOS LNG SHR EQT DYNAMIC Financial Services 739.0 $10K $13.53 -4.7%
1250 DOV DOVER CORP Industrials 50.0 $10K -42.0 -45.6% $200.00 +4.4%
1251 EPR EPR PPTYS Real Estate 200.0 $10K -63.0 -23.9% $50.00 +16.7%
1252 FPI FARMLAND PARTNERS INC Real Estate 891.0 $10K -298.0 -25.1% $11.22 -8.3%
1253 NXTG FIRST TR EXCHANGE-TRADED FD 93.0 $10K $107.53 +33.0%
1254 FISV FISERV INC Technology 182.0 $10K -29.0 -13.7% $54.95 +1.8%
1255 AJG GALLAGHER ARTHUR J & CO Financial Services 49.0 $10K +22.0 +81.5% $204.08 +1.5%
1256 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 192.0 $10K NEW $52.08 +14.6%
1257 BSJW INVESCO EXCH TRD SLF IDX FD 385.0 $10K $25.97 -3.5%
1258 BSJV INVESCO EXCH TRD SLF IDX FD 370.0 $10K $27.03 -3.9%
1259 LII LENNOX INTL INC Industrials 22.0 $10K $454.55 +7.0%
1260 EAFG PACER FDS TR 426.0 $10K NEW $23.47 +7.5%
Page 63 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%