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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 16 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FFIV F5 INC Technology 70.0 $29K 0.00% -1.0 -1.4% $414.29 -3.5%
302 NGG NATIONAL GRID PLC Utilities 319.0 $27K 0.00% -40.0 -11.1% $84.64 -4.9%
303 CSHI NEOS ETF TRUST 543.0 $27K 0.00% -16.0 -2.9% $49.72 +0.0%
304 LEO BNY MELLON STRATEGIC MUNS IN Financial Services 4,091.0 $26K 0.00% -61.0 -1.5% $6.36 -2.3%
305 CAH CARDINAL HEALTH INC Healthcare 106.0 $25K 0.00% -2.0 -1.9% $235.85 +1.1%
306 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 292.0 $25K 0.00% -43.0 -12.8% $85.62 +13.3%
307 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 2,063.0 $25K 0.00% -1K -41.0% $12.12 -3.5%
308 AVB AVALONBAY CMNTYS INC Real Estate 128.0 $24K 0.00% -33.0 -20.5% $187.50 -1.8%
309 FGSI FIRST TR EXCHANGE-TRADED FD 1,190.0 $24K 0.00% -3K -73.7% $20.17 +5.2%
310 XYL XYLEM INC Industrials 202.0 $24K 0.00% -99.0 -32.9% $118.81 -4.5%
311 AER AERCAP HOLDINGS NV Industrials 161.0 $24K 0.00% -13.0 -7.5% $149.07 +0.5%
312 AWK AMERICAN WTR WKS CO INC NEW Utilities 175.0 $23K 0.00% -195.0 -52.7% $131.43 +4.6%
313 VST VISTRA CORP Utilities 139.0 $22K 0.00% -6.0 -4.1% $158.27 -11.5%
314 HACK AMPLIFY ETF TR 186.0 $20K -244.0 -56.7% $107.53 +1.9%
315 ESS ESSEX PPTY TR INC Real Estate 67.0 $20K -35.0 -34.3% $298.51 -3.5%
316 CCJ CAMECO CORP Energy 193.0 $19K -11.0 -5.4% $98.45 +9.1%
317 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 295.0 $19K -75.0 -20.3% $64.41 +0.4%
318 ES EVERSOURCE ENERGY Utilities 266.0 $19K -3.0 -1.1% $71.43 +0.3%
319 RWO SPDR INDEX SHS FDS 392.0 $19K -299.0 -43.3% $48.47 +4.4%
320 SPTI SPDR SERIES TRUST 654.0 $19K -4K -84.3% $29.05 -3.1%
Page 16 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%