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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 19 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 RYLD GLOBAL X FDS 572.0 $9K -17.0 -2.9% $15.73 +3.3%
362 PSKY PARAMOUNT SKYDANCE CORP Communication Services 904.0 $9K -18.0 -1.9% $9.96 +7.2%
363 IWMI NEOS ETF TRUST 172.0 $9K -10.0 -5.5% $52.33 +0.3%
364 QQQI NEOS ETF TRUST 156.0 $9K -17.0 -9.8% $57.69 -6.2%
365 KLARNA GROUP PLC 447.0 $9K -2K -80.0% $20.13
366 VSNT VERSANT MEDIA GROUP INC Industrials 227.0 $8K -17.0 -7.0% $35.24 +13.1%
367 DASH DOORDASH INC Communication Services 37.0 $7K -5.0 -11.9% $189.19 +23.4%
368 AHR AMERICAN HEALTHCARE REIT INC Real Estate 128.0 $7K -70.0 -35.4% $54.69 +4.3%
369 RACE FERRARI N V Consumer Cyclical 19.0 $7K -5.0 -20.8% $368.42 +14.5%
370 PUTNAM ETF TRUST 548.0 $7K -42.0 -7.1% $12.77
371 CPT CAMDEN PPTY TR Real Estate 57.0 $6K -28.0 -32.9% $105.26 +2.9%
372 CURB CURBLINE PPTYS CORP Real Estate 202.0 $6K -54.0 -21.1% $29.70 +1.3%
373 EQR EQUITY RESIDENTIAL Real Estate 88.0 $6K -13.0 -12.9% $68.18 -6.6%
374 FPI FARMLAND PARTNERS INC Real Estate 571.0 $6K -320.0 -35.9% $10.51 -2.3%
375 ITT ITT INC Industrials 27.0 $6K -9.0 -25.0% $222.22 -7.3%
376 BRX BRIXMOR PPTY GROUP INC Real Estate 154.0 $5K -88.0 -36.4% $32.47 -9.1%
377 DBND DOUBLELINE ETF TRUST 109.0 $5K -55.0 -33.5% $45.87 -1.6%
378 FISV FISERV INC Technology 90.0 $5K -92.0 -50.5% $55.56 -5.6%
379 HPQ HP INC Technology 212.0 $5K -51.0 -19.4% $23.58 +25.2%
380 PBE INVESCO EXCHANGE TRADED FD T 51.0 $5K -1K -95.5% $98.04 +0.7%
Page 19 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%