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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 5 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JEPQ J P MORGAN EXCHANGE TRADED F 113,968.0 $7.0M 0.16% +3K +3.1% $61.46 -2.8%
82 QQQ INVESCO QQQ TR Financial Services 9,390.0 $6.9M 0.16% +781.0 +9.1% $736.42 -3.5%
83 SPDW SPDR INDEX SHS FDS 136,948.0 $6.9M 0.16% +4K +3.0% $50.39 +3.8%
84 MCD MCDONALDS CORP Consumer Cyclical 25,260.0 $6.8M 0.16% +530.0 +2.1% $270.31 -0.8%
85 BNDX VANGUARD CHARLOTTE FDS 130,548.0 $6.3M 0.15% +12K +10.3% $48.43 -1.1%
86 IBM INTERNATIONAL BUSINESS MACHS Technology 22,146.0 $6.2M 0.14% +8K +55.4% $281.22 -16.7%
87 USFR WISDOMTREE TR 121,641.0 $6.1M 0.14% +14K +12.7% $50.34 +0.3%
88 SCHF SCHWAB STRATEGIC TR 220,973.0 $6.1M 0.14% +18K +9.1% $27.70 +3.2%
89 CGCP CAPITAL GRP FIXED INCM ETF T 267,958.0 $6.0M 0.14% +69K +34.7% $22.29 -0.7%
90 TOUS T ROWE PRICE EXCHANGE-TRADED 152,912.0 $5.9M 0.14% +29K +23.7% $38.37 +4.5%
91 CGIE CAPITAL GROUP INTERNATIONAL 158,351.0 $5.8M 0.13% +57K +56.6% $36.79 +4.0%
92 MUB ISHARES TR 51,949.0 $5.6M 0.13% +917.0 +1.8% $107.62 -1.9%
93 FENI FIDELITY COVINGTON TRUST 138,685.0 $5.6M 0.13% +51K +58.6% $40.13 +4.4%
94 MDYG SPDR SERIES TRUST 46,988.0 $5.3M 0.12% +4K +9.4% $112.09 -2.5%
95 FFOX FUNDX INVT TR 164,714.0 $5.0M 0.12% +4K +2.4% $30.29 -1.0%
96 TCHP T ROWE PRICE EXCHANGE-TRADED 98,321.0 $4.9M 0.11% +33K +50.7% $50.09 +0.8%
97 SPY STATE STR SPDR Financial Services 6,586.0 $4.9M 0.11% +594.0 +9.9% $746.89 +2.5%
98 SPYV SPDR SERIES TRUST 80,207.0 $4.9M 0.11% +3K +3.7% $60.79 +4.6%
99 CGHM CAPITAL GRP FIXED INCM ETF T 187,286.0 $4.8M 0.11% +54K +40.9% $25.85 -1.6%
100 VO VANGUARD INDEX FDS 59,869.0 $4.8M 0.11% +45K +310.9% $80.56 +2.8%
Page 5 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%