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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 3 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 9,576.0 $5.4M 0.12% -601.0 -5.9% $563.28 +3.9%
42 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 5,733.0 $5.4M 0.12% -318.0 -5.3% $935.46 +2.1%
43 IAU ISHARES GOLD TR Financial Services 69,869.0 $5.3M 0.12% -74K -51.3% $75.51 +14.3%
44 HD HOME DEPOT INC Consumer Cyclical 14,386.0 $5.1M 0.12% -134.0 -0.9% $352.70 -4.3%
45 FOCT FIRST TR EXCHNG TRADED FD VI 91,023.0 $4.8M 0.11% -499.0 -0.6% $52.29 +2.5%
46 GD GENERAL DYNAMICS CORP Industrials 12,773.0 $4.5M 0.10% -907.0 -6.6% $354.26 +7.6%
47 EQIX EQUINIX INC Real Estate 4,338.0 $4.5M 0.10% -503.0 -10.4% $1042.42 +3.6%
48 EPD ENTERPRISE PRODS PARTNERS L 121,380.0 $4.5M 0.10% -17K -12.0% $36.75
49 DELL DELL TECHNOLOGIES INC Technology 10,339.0 $4.5M 0.10% -10K -49.3% $431.47 +7.6%
50 SCHW SCHWAB CHARLES CORP Financial Services 48,221.0 $4.4M 0.10% -2K -4.5% $92.26 +17.7%
51 SCHD SCHWAB STRATEGIC TR 139,852.0 $4.4M 0.10% -3K -2.0% $31.70 +10.8%
52 BLK BLACKROCK INC Financial Services 4,556.0 $4.4M 0.10% -50.0 -1.1% $961.59 +22.2%
53 THRO BLACKROCK ETF TRUST 101,511.0 $4.4M 0.10% -39K -28.0% $43.11 +1.0%
54 OKE ONEOK INC NEW Energy 47,339.0 $4.1M 0.10% -5K -10.0% $86.95 +8.5%
55 DVY ISHARES TR 25,997.0 $4.1M 0.09% -262.0 -1.0% $156.29 +5.4%
56 ADI ANALOG DEVICES INC Technology 10,189.0 $4.0M 0.09% -1K -11.8% $397.19 -5.6%
57 COWZ PACER FDS TR 63,261.0 $3.9M 0.09% -4K -5.7% $62.20 +15.4%
58 WMB WILLIAMS COS INC Energy 51,379.0 $3.8M 0.09% -5K -8.6% $74.35 +0.1%
59 GM GENERAL MTRS CO Consumer Cyclical 48,111.0 $3.7M 0.09% -1K -2.9% $77.09 +11.0%
60 KMI KINDER MORGAN INC DEL Energy 115,362.0 $3.7M 0.09% -13K -10.1% $31.97 +0.3%
Page 3 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%