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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 66 of 77  ·  1,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 PSKY PARAMOUNT SKYDANCE CORP Communication Services 922.0 $8K $8.68 +14.0%
1302 PYPL PAYPAL HLDGS INC Financial Services 187.0 $8K $42.78 +3.0%
1303 SJM SMUCKER J M CO Consumer Defensive 86.0 $8K NEW $93.02 +11.2%
1304 TOL TOLL BROTHERS INC Consumer Cyclical 54.0 $8K +33.0 +157.1% $148.15 -16.4%
1305 UE URBAN EDGE PPTYS Real Estate 395.0 $8K $20.25 +6.8%
1306 VRCA VERRICA PHARMACEUTICALS INC Healthcare 1,500.0 $8K $5.33 +9.1%
1307 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 607.0 $7K NEW $11.53 -2.2%
1308 BRX BRIXMOR PPTY GROUP INC Real Estate 242.0 $7K -74.0 -23.4% $28.93 +3.8%
1309 CORZ CORE SCIENTIFIC INC NEW Technology 480.0 $7K $14.58 +57.9%
1310 CURB CURBLINE PPTYS CORP Real Estate 256.0 $7K -80.0 -23.8% $27.34 +0.9%
1311 DTM DT MIDSTREAM INC Energy 54.0 $7K $129.63 +14.5%
1312 DMAC DIAMEDICA THERAPEUTICS INC Healthcare 1,050.0 $7K $6.67 -13.8%
1313 DASH DOORDASH INC Communication Services 42.0 $7K -14.0 -25.0% $166.67 -3.9%
1314 FDM FIRST TR EXCHANGE-TRADED FD 83.0 $7K $84.34 +0.6%
1315 FTRI FIRST TR EXCHANGE-TRADED FD 400.0 $7K $17.50 -3.5%
1316 SDIV GLOBAL X FDS 266.0 $7K $26.32 -4.5%
1317 ITT ITT INC Industrials 36.0 $7K -8.0 -18.2% $194.44 -1.3%
1318 BAUG INNOVATOR ETFS TRUST 134.0 $7K $52.24 +1.0%
1319 ERTH INVESCO EXCHANGE TRADED FD T 148.0 $7K $47.30 +3.4%
1320 QQQJ INVESCO EXCH TRADED FD TR II 200.0 $7K $35.00 +16.2%
Page 66 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%