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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 20 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MGA MAGNA INTL INC Consumer Cyclical 74.0 $5K -38.0 -33.9% $67.57 -2.1%
382 MUR MURPHY OIL CORP Energy 144.0 $5K -268.0 -65.0% $34.72 -0.3%
383 NVO NOVO-NORDISK A S Healthcare 100.0 $5K -17.0 -14.5% $50.00 -2.7%
384 ROK ROCKWELL AUTOMATION INC Industrials 10.0 $5K -3.0 -23.1% $500.00 -14.1%
385 VSAT VIASAT INC Technology 59.0 $5K -279.0 -82.5% $84.75 -14.5%
386 IQVIA HLDGS INC 25.0 $5K -10.0 -28.6% $200.00
387 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 136.0 $4K -54.0 -28.4% $29.41 -7.1%
388 EMBC EMBECTA CORP Healthcare 1,219.0 $4K -26.0 -2.1% $3.28 +53.3%
389 XRN CHIRON REAL ESTATE INC Financial Services 118.0 $4K -59.0 -33.3% $33.90 +11.1%
390 KB KB FINL GROUP INC Financial Services 41.0 $4K -47.0 -53.4% $97.56 +23.8%
391 PPL PPL CORP Utilities 100.0 $4K -16.0 -13.8% $40.00 -12.5%
392 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 35.0 $3K -35.0 -50.0% $85.71 +5.4%
393 CERY SPDR SERIES TRUST 82.0 $3K -24.0 -22.6% $36.59 +3.5%
394 APP APPLOVIN CORP Technology 4.0 $2K -6.0 -60.0% $500.00 -37.9%
395 BBY BEST BUY INC Consumer Cyclical 28.0 $2K -11.0 -28.2% $71.43 +19.4%
396 HOG HARLEY DAVIDSON INC Consumer Cyclical 101.0 $2K -1K -93.6% $19.80 +38.8%
397 OPCH OPTION CARE HEALTH INC Healthcare 97.0 $2K -30.0 -23.6% $20.62 +14.7%
398 PSTL POSTAL REALTY TRUST INC Real Estate 85.0 $2K -44.0 -34.1% $23.53 -0.6%
399 TER TERADYNE INC Technology 4.0 $2K -17.0 -81.0% $500.00 -26.7%
400 UMH UMH PPTYS INC Real Estate 120.0 $2K -63.0 -34.4% $16.67 -0.6%
Page 20 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%