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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 9 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GMAY FIRST TR EXCHNG TRADED FD VI 13,656.0 $588K 0.01% -722.0 -5.0% $43.06 +1.7%
162 FNDF SCHWAB STRATEGIC TR 10,852.0 $573K 0.01% -466.0 -4.1% $52.80 +5.4%
163 PH PARKER-HANNIFIN CORP Industrials 586.0 $573K 0.01% -14.0 -2.3% $977.82 +6.3%
164 Q QNITY ELECTRONICS INC Technology 3,431.0 $560K 0.01% -486.0 -12.4% $163.22 -22.7%
165 AMD ADVANCED MICRO DEVICES INC Technology 953.0 $554K 0.01% -72.0 -7.0% $581.32 -17.3%
166 WELL WELLTOWER INC Real Estate 2,405.0 $546K 0.01% -56.0 -2.3% $227.03 +6.4%
167 DGRW WISDOMTREE TR 5,622.0 $538K 0.01% -30.0 -0.5% $95.70 +3.7%
168 CMI CUMMINS INC Industrials 703.0 $502K 0.01% -73.0 -9.4% $714.08 -19.0%
169 GLD SPDR GOLD TR Financial Services 1,279.0 $471K 0.01% -12.0 -0.9% $368.26 +14.4%
170 UCON FIRST TR EXCHNG TRADED FD VI 18,359.0 $457K 0.01% -438.0 -2.3% $24.89 -0.9%
171 EJUL INNOVATOR ETFS TRUST 14,294.0 $447K 0.01% -3K -15.4% $31.27 +0.4%
172 MCO MOODYS CORP Financial Services 970.0 $439K 0.01% -985.0 -50.4% $452.58 +13.7%
173 NRG NRG ENERGY INC Utilities 3,007.0 $439K 0.01% -37.0 -1.2% $145.99 -20.4%
174 SCHR SCHWAB STRATEGIC TR 17,288.0 $426K 0.01% -529.0 -3.0% $24.64 -0.7%
175 VDE VANGUARD WORLD FD 2,811.0 $422K 0.01% -419.0 -13.0% $150.12 +17.2%
176 CDNS CADENCE DESIGN SYSTEM INC Technology 1,063.0 $399K 0.01% -262.0 -19.8% $375.35 -10.8%
177 GUNR FLEXSHARES TR 7,932.0 $391K 0.01% -2K -23.6% $49.29 +14.4%
178 CMCSA COMCAST CORP NEW Communication Services 15,395.0 $378K 0.01% -445.0 -2.8% $24.55 +10.8%
179 TM TOYOTA MOTOR CORP Consumer Cyclical 2,211.0 $372K 0.01% -130.0 -5.5% $168.25 +14.0%
180 TYL TYLER TECHNOLOGIES INC Technology 1,270.0 $371K 0.01% -820.0 -39.2% $292.13 +20.7%
Page 9 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%