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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 69 of 77  ·  1,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 ETHA ISHARES ETHEREUM TR Financial Services 315.0 $5K NEW $15.87 +0.7%
1362 MP MP MATERIALS CORP Basic Materials 99.0 $5K $50.51 +10.4%
1363 MLM MARTIN MARIETTA MATLS INC Basic Materials 8.0 $5K -10.0 -55.6% $625.00 -14.0%
1364 PTC PTC INC Technology 34.0 $5K -22.0 -39.3% $147.06 -1.1%
1365 HOOD ROBINHOOD MKTS INC Financial Services 66.0 $5K -500.0 -88.3% $75.76 -0.9%
1366 ROK ROCKWELL AUTOMATION INC Industrials 13.0 $5K -2.0 -13.3% $384.62 +10.5%
1367 NOW SERVICENOW INC Technology 40.0 $5K -55.0 -57.9% $125.00 -13.8%
1368 SHOP SHOPIFY INC Technology 42.0 $5K -60.0 -58.8% $119.05 -13.7%
1369 SWBI SMITH & WESSON BRANDS INC Industrials 321.0 $5K +4.0 +1.3% $15.58 -1.5%
1370 VCTR VICTORY CAP HLDGS INC DEL Financial Services 82.0 $5K $60.98 +39.9%
1371 BEP BROOKFIELD RENEWABLE ENERGY Utilities 139.0 $5K $35.97 -5.6%
1372 JOBY JOBY AVIATION INC Industrials 614.0 $5K $8.14 +23.2%
1373 FROG JFROG LTD Technology 116.0 $5K $43.10 +59.2%
1374 NVMI NOVA LTD Technology 12.0 $5K -5.0 -29.4% $416.67 +16.6%
1375 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 44.0 $4K $90.91 -7.4%
1376 STNG SCORPIO TANKERS INC Energy 48.0 $4K $83.33 -1.9%
1377 ATLANTA BRAVES HLDGS INC 94.0 $4K NEW $42.55
1378 ETSY INC 75.0 $4K $53.33
1379 FIRST TR EXCHANGE TRADED FD 190.0 $4K $21.05
1380 RYANAIR HOLDINGS PLC 77.0 $4K -82.0 -51.6% $51.95
Page 69 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%