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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 3 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FFOG FRANKLIN TEMPLETON ETF TR 258.0 $13K NEW $50.39 -2.5%
42 LULU LULULEMON ATHLETICA INC Consumer Cyclical 103.0 $12K NEW $116.50 +1.6%
43 FIRST TR EXCHNG TRADED FD VI 494.0 $11K NEW $22.27
44 OKLO OKLO INC Utilities 193.0 $10K NEW $51.81 -14.6%
45 DFAT DIMENSIONAL ETF TRUST 112.0 $8K NEW $71.43 -0.2%
46 SON SONOCO PRODS CO Consumer Cyclical 139.0 $8K NEW $57.55 +0.6%
47 IRM IRON MTN INC DEL Real Estate 57.0 $7K NEW $122.81 -1.6%
48 OUSTER INC 118.0 $7K NEW $59.32
49 AVUS AMERICAN CENTY ETF TR 50.0 $6K NEW $120.00 +8.7%
50 AGZ ISHARES TR 45.0 $5K NEW $111.11 -2.0%
51 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 447.0 $5K NEW $11.19 -8.2%
52 DSCO DOUBLELINE ETF TRUST 171.0 $4K NEW $23.39 +5.8%
53 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 334.0 $4K NEW $11.98 +2.5%
54 ALAB ASTERA LABS INC Technology 6.0 $3K NEW $500.00 -43.5%
55 RBLX ROBLOX CORP Technology 33.0 $2K NEW $60.61 -35.5%
56 NEBIUS GROUP N.V. 6.0 $2K NEW $333.33
57 THOMSON REUTERS CORP 20.0 $2K NEW $100.00
58 BWXT BWX TECHNOLOGIES INC Industrials 8.0 $2K NEW $250.00 -40.1%
59 CGNX COGNEX CORP Technology 23.0 $2K NEW $86.96 -31.2%
60 LINE LINEAGE INC Real Estate 40.0 $2K NEW $50.00 -17.5%
Page 3 of 4  ·  79 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%