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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 70 of 77  ·  1,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 SCHWAB STRATEGIC TR 140.0 $4K NEW $28.57
1382 AMCOR PLC 95.0 $4K NEW $42.11
1383 A AGILENT TECHNOLOGIES INC Healthcare 34.0 $4K $117.65 -4.7%
1384 DRLL EA SERIES TRUST 93.0 $4K $43.01 -12.3%
1385 APP APPLOVIN CORP Technology 10.0 $4K $400.00 +23.1%
1386 ACHR ARCHER AVIATION INC Industrials 740.0 $4K $5.41 +9.5%
1387 INMU BLACKROCK ETF TRUST II 150.0 $4K NEW $26.67 -10.1%
1388 CTRA COTERRA ENERGY INC Energy 110.0 $4K NEW $36.36 -10.5%
1389 DXCM DEXCOM INC Healthcare 68.0 $4K $58.82 +4.8%
1390 BROS DUTCH BROS INC Consumer Cyclical 72.0 $4K $55.56 -5.1%
1391 FTXO FIRST TR EXCHANGE TRADED FD 116.0 $4K $34.48 +8.2%
1392 FLJP FRANKLIN TEMPLETON ETF TR 121.0 $4K $33.06 +17.9%
1393 GWW WW GRAINGER INC Industrials 4.0 $4K NEW $1000.00 +27.2%
1394 USIG ISHARES TR 76.0 $4K NEW $52.63 -3.6%
1395 EIDO ISHARES TR 239.0 $4K -137.0 -36.4% $16.74 -16.6%
1396 MATX MATSON INC Industrials 22.0 $4K NEW $181.82 -1.1%
1397 NNN NNN REIT INC Real Estate 100.0 $4K $40.00 +9.3%
1398 NYT NEW YORK TIMES CO MTN BE Communication Services 45.0 $4K NEW $88.89 -16.2%
1399 NVO NOVO-NORDISK A S Healthcare 117.0 $4K $34.19 +30.9%
1400 ODFL OLD DOMINION FREIGHT LINE IN Industrials 22.0 $4K -2.0 -8.3% $181.82 +11.7%
Page 70 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%