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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 73 of 77  ·  1,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 NVT NVENT ELEC PLC Industrials 15.0 $2K $133.33 +26.8%
1442 CRSP CRISPR THERAPEUTICS AG Healthcare 49.0 $2K $40.82 +18.6%
1443 OEC ORION S.A. Basic Materials 232.0 $2K NEW $8.62 -19.7%
1444 ACHIEVE LIFE SCIENCE INC 700.0 $2K $2.86
1445 HOLOGIC INC 26.0 $2K NEW $76.92
1446 INNOVATOR ETFS TRUST 59.0 $2K $33.90
1447 FS SPECIALTY LENDING FD 166.0 $2K +5.0 +3.1% $12.05
1448 RALLIANT CORP 50.0 $2K NEW $40.00
1449 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 39.0 $2K NEW $51.28 -1.3%
1450 OSG OCTAVE SPECIALTY GROUP INC Financial Services 325.0 $2K $6.15 -8.0%
1451 AMTM AMENTUM HOLDINGS INC Industrials 52.0 $2K +12.0 +30.0% $38.46 -39.4%
1452 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 33.0 $2K $60.61 +34.2%
1453 APLS APELLIS PHARMACEUTICALS INC Healthcare 57.0 $2K $35.09 +16.9%
1454 ALV AUTOLIV INC Consumer Cyclical 21.0 $2K -23.0 -52.3% $95.24 +21.6%
1455 RCEL AVITA MEDICAL INC Healthcare 652.0 $2K $3.07 +36.6%
1456 BHP BHP BILLITON LIMITED Basic Materials 24.0 $2K NEW $83.33 +0.8%
1457 CRUS CIRRUS LOGIC INC Technology 13.0 $2K NEW $153.85 +3.8%
1458 COMP COMPASS INC Technology 300.0 $2K $6.67 +18.2%
1459 XRAY DENTSPLY SIRONA INC Healthcare 130.0 $2K NEW $15.38 -34.5%
1460 FG F&G ANNUITIES & LIFE INC Financial Services 66.0 $2K $30.30 -7.5%
Page 73 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%