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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 10 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DAL DELTA AIR LINES INC Industrials 3,865.0 $362K 0.01% -187.0 -4.6% $93.66 -11.3%
182 ESML ISHARES TR 6,473.0 $362K 0.01% -351.0 -5.1% $55.92 -0.5%
183 SCHI SCHWAB STRATEGIC TR 15,840.0 $359K 0.01% -174.0 -1.1% $22.66 -1.6%
184 SMMV ISHARES TR 7,684.0 $354K 0.01% -57.0 -0.7% $46.07 +3.8%
185 XMHQ INVESCO EXCHANGE TRADED FD T 3,110.0 $351K 0.01% -72.0 -2.3% $112.86 +6.1%
186 ACN ACCENTURE PLC IRELAND Technology 2,810.0 $350K 0.01% -265.0 -8.6% $124.56 +45.6%
187 CPRJ CALAMOS ETF TR 12,509.0 $346K 0.01% -4K -23.8% $27.66 +0.4%
188 IWN ISHARES TR 1,549.0 $343K 0.01% -290.0 -15.8% $221.43 +1.3%
189 FNDA SCHWAB STRATEGIC TR 8,952.0 $340K 0.01% -537.0 -5.7% $37.98 -0.9%
190 ADBE ADOBE INC Technology 1,644.0 $337K 0.01% -597.0 -26.6% $204.99 +33.4%
191 URI UNITED RENTALS INC Industrials 289.0 $327K 0.01% -3.0 -1.0% $1131.49 -6.5%
192 FUMB FIRST TR EXCH TRADED FD III 15,691.0 $315K 0.01% -3K -17.5% $20.08 -0.3%
193 FIRST TR EXCH TRADED FD III 4,249.0 $314K 0.01% -179.0 -4.0% $73.90
194 HOLA J P MORGAN EXCHANGE TRADED F 5,674.0 $314K 0.01% -334.0 -5.6% $55.34 +3.1%
195 ANET ARISTA NETWORKS INC Technology 1,810.0 $308K 0.01% -463.0 -20.4% $170.17 +18.9%
196 PHM PULTE GROUP INC Consumer Cyclical 2,232.0 $306K 0.01% -58.0 -2.5% $137.10 -5.2%
197 GAM GENERAL AMERN INVS CO INC Financial Services 4,483.0 $286K 0.01% -619.0 -12.1% $63.80 +5.9%
198 USLM UNITED STS LIME & MINERALS I Basic Materials 2,675.0 $280K 0.01% -251.0 -8.6% $104.67 +12.8%
199 ENB ENBRIDGE INC Energy 5,102.0 $276K 0.01% -410.0 -7.4% $54.10 -6.9%
200 IWP ISHARES TR 1,881.0 $276K 0.01% -1K -36.4% $146.73 -2.9%
Page 10 of 21  ·  407 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%