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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 65 of 77  ·  1,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 IWMI NEOS ETF TRUST 182.0 $9K -215.0 -54.2% $49.45 +2.4%
1282 QQQI NEOS ETF TRUST 173.0 $9K -183.0 -51.4% $52.02 +8.2%
1283 XME SPDR SERIES TRUST 85.0 $9K $105.88 +4.7%
1284 VSNT VERSANT MEDIA GROUP INC Industrials 244.0 $9K NEW $36.89 +13.9%
1285 CENCORA INC 31.0 $9K -6.0 -16.2% $290.32
1286 OUTFRONT MEDIA INC 331.0 $9K -99.0 -23.0% $27.19
1287 OPPJ WISDOMTREE TR 150.0 $8K NEW $53.33 +10.4%
1288 RACE FERRARI N V Consumer Cyclical 24.0 $8K -32.0 -57.1% $333.33 -0.3%
1289 AVLV AMERICAN CENTY ETF TR 94.0 $8K $85.11 +3.2%
1290 CPT CAMDEN PPTY TR Real Estate 85.0 $8K -160.0 -65.3% $94.12 +11.6%
1291 DBND DOUBLELINE ETF TRUST 164.0 $8K -396.0 -70.7% $48.78 -7.6%
1292 DKNG DRAFTKINGS INC NEW Consumer Cyclical 348.0 $8K $22.99 +12.1%
1293 DY DYCOM INDS INC Industrials 23.0 $8K NEW $347.83 +19.0%
1294 FTV FORTIVE CORP Technology 150.0 $8K $53.33 +10.7%
1295 HEI HEICO CORP NEW Industrials 30.0 $8K NEW $266.67 +10.3%
1296 ILCG ISHARES TR 88.0 $8K $90.91 +25.1%
1297 INDA ISHARES TR 184.0 $8K +29.0 +18.7% $43.48 +8.9%
1298 JPEF J P MORGAN EXCHANGE TRADED F 117.0 $8K -9K -98.8% $68.38 +16.4%
1299 MCHP MICROCHIP TECHNOLOGY INC. Technology 129.0 $8K NEW $62.02 +49.4%
1300 PAAS PAN AMERN SILVER CORP Basic Materials 148.0 $8K $54.05 -1.3%
Page 65 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%