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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 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SATS ECHOSTAR CORP Technology 50 $6K SOLD
22 SEALED AIR CORP NEW 133 $6K SOLD
23 DVN DEVON ENERGY CORP NEW Energy 101 $5K SOLD
24 PTC PTC INC Technology 34 $5K SOLD
25 CTRA COTERRA ENERGY INC Energy 110 $4K SOLD
26 MATX MATSON INC Industrials 22 $4K SOLD
27 NYT NEW YORK TIMES CO MTN BE Communication Services 45 $4K SOLD
28 ODFL OLD DOMINION FREIGHT LINE IN Industrials 22 $4K SOLD
29 PBF PBF ENERGY INC Energy 75 $4K SOLD
30 SCHWAB STRATEGIC TR 140 $4K SOLD
31 AEIS ADVANCED ENERGY INDS Industrials 10 $3K SOLD
32 COKE COCA COLA CONS INC Consumer Defensive 18 $3K SOLD
33 FIX COMFORT SYS USA INC Industrials 2 $3K SOLD
34 GGG GRACO INC Industrials 33 $3K SOLD
35 IPGP IPG PHOTONICS CORP Technology 26 $3K SOLD
36 PDD PDD HOLDINGS INC Consumer Cyclical 29 $3K SOLD
37 REXR REXFORD INDL RLTY INC Real Estate 72 $3K SOLD
38 THOMSON REUTERS CORP 32 $3K SOLD
39 NLR VANECK ETF TRUST 26 $3K SOLD
40 WTS WATTS WATER TECHNOLOGIES INC Industrials 9 $3K SOLD
Page 2 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%