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Portfolio (Quarterly) Guide ↗

Capital Analysts, LLC

· CIK 0001624758
13F Portfolio $4.3B AUM 2,319 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 79 New 479 Added 407 Reduced 80 Exited
Page 17 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 USRT ISHARES TR 3,583.0 $238K 0.01% +514.0 +16.8% $66.42 +1.2%
322 DGS WISDOMTREE TR 3,603.0 $233K 0.01% +47.0 +1.3% $64.67 -1.0%
323 EMXC ISHARES INC 2,256.0 $231K 0.01% +558.0 +32.9% $102.39 -4.1%
324 DMXF ISHARES TR 2,663.0 $225K 0.01% +511.0 +23.8% $84.49 +3.1%
325 UNILEVER PLC 3,748.0 $225K 0.01% +187.0 +5.2% $60.03
326 TBUX T ROWE PRICE EXCHANGE-TRADED 4,506.0 $224K 0.01% +4K +373.3% $49.71 +0.1%
327 JBND J P MORGAN EXCHANGE TRADED F 4,176.0 $223K 0.01% +4K +698.5% $53.40 -1.0%
328 IGV ISHARES TR 2,424.0 $219K 0.01% +786.0 +48.0% $90.35 +13.3%
329 EXPE EXPEDIA GROUP INC Consumer Cyclical 845.0 $216K 0.01% +715.0 +550.0% $255.62 +30.4%
330 AOM ISHARES TR 4,301.0 $215K 0.01% +4K +1023.0% $49.99 -0.2%
331 IVVM BLACKROCK ETF TRUST II 5,803.0 $214K 0.01% +2K +71.7% $36.88 +2.3%
332 ONON ON HLDG AG Consumer Cyclical 6,049.0 $214K 0.01% +810.0 +15.5% $35.38 -17.4%
333 JIRE J P MORGAN EXCHANGE TRADED F 2,575.0 $212K 0.01% +1K +96.3% $82.33 +3.6%
334 FIRST TR EXCHNG TRADED FD VI 8,067.0 $212K 0.01% +2K +24.7% $26.28
335 GEV GE VERNOVA INC Utilities 180.0 $211K 0.01% +24.0 +15.4% $1172.22 -18.7%
336 TPR TAPESTRY INC Consumer Cyclical 1,408.0 $206K 0.01% +248.0 +21.4% $146.31 -11.0%
337 VCSH VANGUARD SCOTTSDALE FDS 2,607.0 $206K 0.01% +628.0 +31.7% $79.02 -0.4%
338 MPWR MONOLITHIC PWR SYS INC Technology 147.0 $203K 0.01% +1.0 +0.7% $1380.95 -5.6%
339 EUSB ISHARES TR 4,576.0 $198K 0.01% +3K +233.8% $43.27 -0.7%
340 OMC OMNICOM GROUP INC Communication Services 2,637.0 $192K 0.00% +2K +1590.4% $72.81 +20.7%
Page 17 of 24  ·  479 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 24.2%
Financial Services 20.4%
Industrials 11.3%
Healthcare 9.0%
Communication Services 7.3%
Energy 6.9%
Consumer Cyclical 6.3%
Consumer Defensive 6.0%
Utilities 3.3%
Real Estate 2.8%