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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 76 of 77  ·  1,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 BBCB J P MORGAN EXCHANGE TRADED F 25.0 $1K $40.00 +13.9%
1502 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2.0 $1K NEW $500.00 -30.2%
1503 LW LAMB WESTON HLDGS INC Consumer Defensive 33.0 $1K -18.0 -35.3% $30.30 +45.4%
1504 L LOEWS CORP Financial Services 6.0 $1K NEW $166.67 -36.5%
1505 MSCI MSCI INC Financial Services 1.0 $1K NEW $1000.00 -43.8%
1506 MXCT MAXCYTE INC Healthcare 1,266.0 $1K $0.79 +34.2%
1507 MDB MONGODB INC Technology 5.0 $1K $200.00 +56.1%
1508 NPWR NET POWER INC Industrials 522.0 $1K $1.92 +3.4%
1509 NLOP NET LEASE OFFICE PROPERTIES Real Estate 69.0 $1K +33.0 +91.7% $14.49 -20.8%
1510 NTNX NUTANIX INC Technology 28.0 $1K -38.0 -57.6% $35.71 +29.8%
1511 OGN ORGANON & CO Healthcare 170.0 $1K $5.88 +127.8%
1512 PJT PJT PARTNERS INC Financial Services 5.0 $1K -3.0 -37.5% $200.00 -21.7%
1513 PTON PELOTON INTERACTIVE INC Consumer Cyclical 132.0 $1K $7.58 -30.2%
1514 PWR QUANTA SVCS INC Industrials 1.0 $1K NEW $1000.00 -23.0%
1515 DGX QUEST DIAGNOSTICS INC Healthcare 4.0 $1K NEW $250.00 -25.4%
1516 RJF RAYMOND JAMES FINL INC Financial Services 8.0 $1K $125.00 +23.3%
1517 RMD RESMED INC Healthcare 3.0 $1K NEW $333.33 -39.4%
1518 ROL ROLLINS INC Consumer Cyclical 14.0 $1K NEW $71.43 -25.2%
1519 RVT ROYCE SMALL CAP TRUST INC Financial Services 34.0 $1K $29.41 -39.6%
1520 SLYV SPDR SERIES TRUST 12.0 $1K NEW $83.33 +20.9%
Page 76 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%