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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 68 of 77  ·  1,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 JBGS JBG SMITH PPTYS Real Estate 395.0 $6K $15.19 -6.4%
1342 LAMR LAMAR ADVERTISING CO Real Estate 47.0 $6K NEW $127.66 +14.0%
1343 MGA MAGNA INTL INC Consumer Cyclical 112.0 $6K -25.0 -18.2% $53.57 +12.7%
1344 RKLB ROCKET LAB CORP Industrials 100.0 $6K NEW $60.00 +107.9%
1345 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 92.0 $6K NEW $65.22 +5.4%
1346 IAUI NEOS ETF TRUST 98.0 $6K NEW $61.22 -9.3%
1347 SPTS SPDR SERIES TRUST 199.0 $6K $30.15 -3.8%
1348 TER TERADYNE INC Technology 21.0 $6K NEW $285.71 +18.3%
1349 VTRS VIATRIS INC Healthcare 465.0 $6K $12.90 +27.7%
1350 ARGX ARGENX SE Healthcare 7.0 $5K -9.0 -56.2% $714.29 +8.7%
1351 BGY BLACKROCK ENHANCED INTL DIV Financial Services 971.0 $5K $5.15 +9.5%
1352 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 190.0 $5K $26.32 +1.3%
1353 DVN DEVON ENERGY CORP NEW Energy 101.0 $5K NEW $49.50 -0.0%
1354 EVGO EVGO INC Consumer Cyclical 2,794.0 $5K $1.79 +6.2%
1355 FBP FIRST BANCORP CORPORATION Financial Services 226.0 $5K NEW $22.12 +5.2%
1356 FNK FIRST TR EXCHANGE-TRADED ALP 94.0 $5K $53.19 +9.5%
1357 FTGC FIRST TR EXCHANGE TRAD FD VI 167.0 $5K -88.0 -34.5% $29.94 +0.3%
1358 HPQ HP INC Technology 263.0 $5K -171.0 -39.4% $19.01 +9.5%
1359 BAPR INNOVATOR ETFS TRUST 106.0 $5K $47.17 +11.5%
1360 IYH ISHARES TR 77.0 $5K NEW $64.94 -5.8%
Page 68 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%