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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 24 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SHOP SHOPIFY INC Technology 62.0 $7K +20.0 +47.6% $112.90 +36.3%
462 VTRS VIATRIS INC Healthcare 468.0 $7K +3.0 +0.7% $14.96 +11.8%
463 SPTS SPDR SERIES TRUST 201.0 $6K +2.0 +1.0% $29.85 -2.9%
464 ENTERGY CORP NEW 56.0 $6K +1.0 +1.8% $107.14
465 SWBI SMITH & WESSON BRANDS INC Industrials 324.0 $5K +3.0 +0.9% $15.43 -12.5%
466 ACHR ARCHER AVIATION INC Industrials 928.0 $4K +188.0 +25.4% $4.31 +38.3%
467 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 127.0 $4K +27.0 +27.0% $31.50 +18.9%
468 PHG KONINKLIJKE PHILIPS N V Healthcare 132.0 $4K +33.0 +33.3% $30.30 -9.5%
469 DRLL EA SERIES TRUST 94.0 $3K +1.0 +1.1% $31.91 +25.7%
470 DDOG DATADOG INC Technology 10.0 $3K +2.0 +25.0% $300.00 -25.7%
471 SPTL SPDR SERIES TRUST 112.0 $3K +1.0 +0.9% $26.79 -4.9%
472 SIRI SIRIUSXM HOLDINGS INC Communication Services 104.0 $3K +1.0 +1.0% $28.85 -0.4%
473 AXON AXON ENTERPRISE INC Industrials 3.0 $2K +1.0 +50.0% $666.67 -8.0%
474 CRWV COREWEAVE INC Technology 22.0 $2K +14.0 +175.0% $90.91 -3.2%
475 HLN HALEON PLC Healthcare 253.0 $2K +4.0 +1.6% $7.91 +28.8%
476 PDI PIMCO DYNAMIC INCOME FD Financial Services 94.0 $2K +2.0 +2.2% $21.28 -27.3%
477 FS SPECIALTY LENDING FD 172.0 $2K +6.0 +3.6% $11.63
478 MJ AMPLIFY ETF TR 55.0 $1K +21.0 +61.8% $18.18 +46.9%
479 NLOP NET LEASE OFFICE PROPERTIES Real Estate 88.0 $1K +19.0 +27.5% $11.36 +2.2%
Page 24 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%