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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 4 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UBER UBER TECHNOLOGIES INC Technology 49,664.0 $3.6M 0.08% -3K -5.4% $72.14 +8.8%
62 QCOM QUALCOMM INC Technology 19,155.0 $3.5M 0.08% -5K -19.5% $184.76 -11.4%
63 SHW SHERWIN WILLIAMS CO Basic Materials 10,017.0 $3.4M 0.08% -466.0 -4.5% $344.31 +1.3%
64 FANG DIAMONDBACK ENERGY INC Energy 19,508.0 $3.4M 0.08% -2K -10.0% $175.83 +13.7%
65 XOM EXXON MOBIL CORP Energy 25,022.0 $3.4M 0.08% -1K -4.4% $136.72 +15.7%
66 EFAV ISHARES TR 38,166.0 $3.3M 0.08% -1K -2.6% $87.72 +7.6%
67 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,670.0 $3.3M 0.08% -231.0 -3.4% $501.50 +26.4%
68 ETN EATON CORP PLC Industrials 7,771.0 $3.3M 0.08% -60.0 -0.8% $426.20 -1.6%
69 IHI ISHARES TR 66,463.0 $3.3M 0.08% -4K -5.9% $49.41 +12.1%
70 CFG CITIZENS FINL GROUP INC Financial Services 46,156.0 $3.2M 0.07% -821.0 -1.8% $70.09 +0.6%
71 SPSM SPDR SERIES TRUST 55,683.0 $3.2M 0.07% -6K -9.7% $57.67 -1.0%
72 QGRO AMERICAN CENTY ETF TR 26,725.0 $3.2M 0.07% -1K -3.8% $118.05 +0.3%
73 SHYM BLACKROCK ETF TRUST II 137,977.0 $3.1M 0.07% -2K -1.7% $22.45 -1.5%
74 SNPS SYNOPSYS INC Technology 6,778.0 $3.0M 0.07% -500.0 -6.9% $446.15 -8.1%
75 IEF ISHARES TR 31,804.0 $3.0M 0.07% -854.0 -2.6% $94.58 -1.3%
76 TMUS T-MOBILE US INC Communication Services 17,774.0 $3.0M 0.07% -650.0 -3.5% $167.72 +7.1%
77 XLK SELECT SECTOR SPDR TR 15,178.0 $2.9M 0.07% -215.0 -1.4% $190.54 -4.0%
78 DFAI DIMENSIONAL ETF TRUST 68,416.0 $2.8M 0.07% -2K -3.2% $41.25 +5.2%
79 NOC NORTHROP GRUMMAN CORP Industrials 5,379.0 $2.7M 0.06% -1K -17.8% $509.20 +8.0%
80 SKYY FIRST TR EXCHANGE-TRADED FD 19,825.0 $2.7M 0.06% -118.0 -0.6% $134.58 +18.8%
Page 4 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%