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Portfolio (Quarterly) Guide ↗

Capital Analysts, LLC

· CIK 0001624758
13F Portfolio $3.5B AUM 1,975 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1364 New
Page 65 of 69  ·  1,364 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 TNK TEEKAY TANKERS LTD Energy 69.0 $4K NEW $57.97 +33.2%
1282 CHARGEPOINT HOLDINGS INC 585.0 $4K NEW $6.84
1283 ETSY INC 75.0 $4K NEW $53.33
1284 FIRST TR EXCHANGE-TRADED FD 190.0 $4K NEW $21.05
1285 AMCOR PLC 478.0 $4K NEW $8.37
1286 DRLL EA SERIES TRUST 93.0 $3K NEW $32.26 +16.9%
1287 OSG OCTAVE SPECIALTY GROUP INC Financial Services 325.0 $3K NEW $9.23 -38.7%
1288 COMP COMPASS INC Technology 300.0 $3K NEW $10.00 -21.2%
1289 DCI DONALDSON INC Industrials 39.0 $3K NEW $76.92 +6.5%
1290 HLN HALEON PLC Healthcare 249.0 $3K NEW $12.05 -25.6%
1291 HUBS HUBSPOT INC Technology 8.0 $3K NEW $375.00 -47.1%
1292 JGLO J P MORGAN EXCHANGE TRADED F 38.0 $3K NEW $78.95 -10.5%
1293 PHG KONINKLIJKE PHILIPS N V Healthcare 99.0 $3K NEW $30.30 -16.7%
1294 NTNX NUTANIX INC Technology 66.0 $3K NEW $45.45 +1.9%
1295 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 30.0 $3K NEW $100.00 -11.5%
1296 CMDT PIMCO ETF TR 91.0 $3K NEW $32.97 +5.4%
1297 SPTL SPDR SERIES TRUST 111.0 $3K NEW $27.03 -5.9%
1298 CERY SPDR SERIES TRUST 106.0 $3K NEW $28.30 +34.3%
1299 SCHG SCHWAB STRATEGIC TR 107.0 $3K NEW $28.04 +21.9%
1300 SWBI SMITH & WESSON BRANDS INC Industrials 317.0 $3K NEW $9.46 +62.1%
Page 65 of 69  ·  1,364 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 23.9%
Financial Services 22.2%
Industrials 11.3%
Healthcare 10.1%
Communication Services 7.0%
Consumer Cyclical 6.8%
Consumer Defensive 5.8%
Energy 5.4%
Real Estate 2.6%
Utilities 2.5%