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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 21 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CM CANADIAN IMPERIAL BANK OF CO Financial Services 604.0 $69K 0.00% +4.0 +0.7% $114.24 +3.6%
402 XMLV INVESCO EXCH TRADED FD TR II 1,036.0 $69K 0.00% +6.0 +0.6% $66.60 +2.1%
403 BKLN INVESCO EXCH TRADED FD TR II 3,362.0 $68K 0.00% +93.0 +2.8% $20.23 +1.4%
404 BOTZ GLOBAL X FDS 1,766.0 $67K 0.00% +93.0 +5.6% $37.94 -5.5%
405 DFIC DIMENSIONAL ETF TRUST 1,786.0 $66K 0.00% +1K +291.7% $36.95 +7.2%
406 IGBH ISHARES U S ETF TR 2,628.0 $65K 0.00% +42.0 +1.6% $24.73 -0.8%
407 QXO QXO INC Industrials 3,544.0 $61K 0.00% +2K +116.2% $17.21 -19.5%
408 SBLK STAR BULK CARRIERS CORP. Industrials 2,405.0 $60K 0.00% +44.0 +1.9% $24.95 +24.7%
409 BMO BANK MONTREAL MEDIUM Financial Services 333.0 $59K 0.00% +2.0 +0.6% $177.18 -2.1%
410 JGLO J P MORGAN EXCHANGE TRADED F 811.0 $58K 0.00% +404.0 +99.3% $71.52 +3.2%
411 CENCORA INC 206.0 $58K 0.00% +175.0 +564.5% $281.55
412 RY ROYAL BK CDA Financial Services 274.0 $57K 0.00% +2.0 +0.7% $208.03 -0.5%
413 FBT FIRST TR EXCHANGE-TRADED FD 227.0 $56K 0.00% +64.0 +39.3% $246.70 +10.4%
414 IREN IREN LIMITED Financial Services 1,214.0 $56K 0.00% +14.0 +1.2% $46.13 -8.5%
415 VEMY VIRTUS ETF TR II 1,907.0 $55K 0.00% +68.0 +3.7% $28.84 -1.1%
416 SMRF ALPS ETF TR 2,007.0 $54K 0.00% +1K +107.5% $26.91 -3.7%
417 MRSH MARSH & MCLENNAN COS INC Financial Services 312.0 $52K 0.00% +85.0 +37.4% $166.67 +16.0%
418 EMLC VANECK ETF TRUST 1,896.0 $48K 0.00% +24.0 +1.3% $25.32 +2.3%
419 ABR ARBOR REALTY TRUST INC Real Estate 8,329.0 $45K 0.00% +151.0 +1.9% $5.40 -4.7%
420 EWX SPDR INDEX SHS FDS 610.0 $45K 0.00% +318.0 +108.9% $73.77 -1.3%
Page 21 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%