Portfolio (Quarterly)
Guide ↗
Capital Analysts, LLC
· CIK 0001624758| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | EFX | EQUIFAX INC | Industrials | 4 | $1K | — | SOLD |
| 62 | FAST | FASTENAL CO | Industrials | 20 | $1K | — | SOLD |
| 63 | HRL | HORMEL FOODS CORP | Consumer Defensive | 24 | $1K | — | SOLD |
| 64 | JBHT | HUNT J B TRANS SVCS INC | Industrials | 4 | $1K | — | SOLD |
| 65 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 2 | $1K | — | SOLD |
| 66 | LW | LAMB WESTON HLDGS INC | Consumer Defensive | 33 | $1K | — | SOLD |
| 67 | L | LOEWS CORP | Financial Services | 6 | $1K | — | SOLD |
| 68 | MSCI | MSCI INC | Financial Services | 1 | $1K | — | SOLD |
| 69 | MDB | MONGODB INC | Technology | 5 | $1K | — | SOLD |
| 70 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 4 | $1K | — | SOLD |
| 71 | RMD | RESMED INC | Healthcare | 3 | $1K | — | SOLD |
| 72 | ROL | ROLLINS INC | Consumer Cyclical | 14 | $1K | — | SOLD |
| 73 | SLYV | SPDR SERIES TRUST | — | 12 | $1K | — | SOLD |
| 74 | BLD | TOPBUILD COR | Industrials | 2 | $1K | — | SOLD |
| 75 | VONV | VANGUARD SCOTTSDALE FDS | — | 11 | $1K | — | SOLD |
| 76 | ZION | ZIONS BANCORPORATION NATL AS | Financial Services | 16 | $1K | — | SOLD |
| 77 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 4 | $1K | — | SOLD |
| 78 | GLOB | GLOBANT S A | Technology | 12 | $1K | — | SOLD |
| 79 | STLA | STELLANTIS N.V | Consumer Cyclical | 125 | $1K | — | SOLD |
| 80 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | Consumer Cyclical | 35 | $1K | — | SOLD |
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%