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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 18 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LIT GLOBAL X FDS 181.0 $14K -261.0 -59.0% $77.35 -1.9%
342 TECK TECK RESOURCES LTD Basic Materials 243.0 $14K -120.0 -33.1% $57.61 +24.1%
343 AME AMETEK INC Industrials 52.0 $13K -9.0 -14.8% $250.00 -1.8%
344 CTRE CARETRUST REIT INC Real Estate 314.0 $13K -163.0 -34.2% $41.40 -3.4%
345 CL COLGATE PALMOLIVE CO Consumer Defensive 139.0 $13K -6.0 -4.1% $93.53 -1.7%
346 SBRA SABRA HEALTH CARE REIT INC Real Estate 607.0 $12K -177.0 -22.6% $19.77 +6.5%
347 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 12.0 $12K -25.0 -67.6% $1000.00 -16.0%
348 AJG GALLAGHER ARTHUR J & CO Financial Services 47.0 $11K -2.0 -4.1% $234.04 +13.6%
349 MEAR ISHARES U S ETF TR 217.0 $11K -220.0 -50.3% $50.69 -0.9%
350 KHC KRAFT HEINZ CO Consumer Defensive 468.0 $11K -65.0 -12.2% $23.50 +4.7%
351 MCHP MICROCHIP TECHNOLOGY INC. Technology 116.0 $11K -13.0 -10.1% $94.83 -22.1%
352 MRNA MODERNA INC Healthcare 163.0 $11K -9K -98.2% $67.48 +115.8%
353 HNDL STRATEGY SHS 470.0 $11K -65.0 -12.2% $23.40 -3.1%
354 FDX FEDEX CORP Industrials 34.0 $10K -1.0 -2.9% $294.12 +14.7%
355 FR FIRST INDL RLTY TR INC Real Estate 159.0 $10K -42.0 -20.9% $62.89 +0.5%
356 GPC GENUINE PARTS CO Consumer Cyclical 86.0 $10K -26.0 -23.2% $116.28 +19.3%
357 MAA MID-AMER APT CMNTYS INC Real Estate 75.0 $10K -41.0 -35.3% $133.33 -1.0%
358 THC TENET HEALTHCARE CORP Healthcare 55.0 $10K -28.0 -33.7% $181.82 +52.0%
359 LNT ALLIANT ENERGY CORP Utilities 127.0 $9K -43.0 -25.3% $70.87 -2.6%
360 DOV DOVER CORP Industrials 39.0 $9K -11.0 -22.0% $230.77 -11.5%
Page 18 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%