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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 1 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 15,327 $3.5M 0.09% SOLD
2 DD DUPONT DE NEMOURS INC Basic Materials 7,376 $338K 0.01% SOLD
3 HSY HERSHEY CO Consumer Defensive 542 $113K 0.00% SOLD
4 ROP ROPER TECHNOLOGIES INC Industrials 237 $84K 0.00% SOLD
5 USEP INNOVATOR ETFS TRUST 1,812 $70K 0.00% SOLD
6 UNM UNUM GROUP Financial Services 958 $70K 0.00% SOLD
7 CCL CARNIVAL CORP Consumer Cyclical 1,307 $34K 0.00% SOLD
8 EA ELECTRONIC ARTS INC Communication Services 128 $26K 0.00% SOLD
9 INGERSOLL RAND INC 237 $19K SOLD
10 ECOW PACER FDS TR 711 $19K SOLD
11 FSK FS KKR CAP CORP Financial Services 1,446 $15K SOLD
12 IPAY AMPLIFY ETF TR 326 $14K SOLD
13 MSC INCOME FUND INC 1,092 $13K SOLD
14 CNRG SPDR SERIES TRUST 129 $12K SOLD
15 EPR EPR PPTYS Real Estate 200 $10K SOLD
16 LII LENNOX INTL INC Industrials 22 $10K SOLD
17 EAFG PACER FDS TR 426 $10K SOLD
18 RSG REPUBLIC SVCS INC Industrials 43 $9K SOLD
19 OWL BLUE OWL CAPITAL INC Financial Services 738 $6K SOLD
20 CALM CAL MAINE FOODS INC Consumer Defensive 81 $6K SOLD
Page 1 of 4  ·  80 positions
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%