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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 2 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 102,987.0 $36.8M 0.85% +17K +20.4% $357.37 -2.9%
22 FBCG FIDELITY COVINGTON TRUST 578,034.0 $35.9M 0.83% +122K +26.8% $62.11 -1.2%
23 GS GOLDMAN SACHS GROUP INC Financial Services 34,585.0 $35.0M 0.81% -897.0 -2.5% $1011.39 +4.7%
24 DGRO ISHARES TR 453,330.0 $34.4M 0.79% -6K -1.3% $75.79 +5.3%
25 IUSB ISHARES TR 715,985.0 $33.0M 0.76% +253K +54.7% $46.15 -0.9%
26 IAGG ISHARES TR 642,283.0 $32.5M 0.75% -40K -5.9% $50.60 -1.2%
27 MFS ACTIVE EXCHANGE TRADED F 960,188.0 $31.2M 0.72% +96K +11.1% $32.48
28 CGMU CAPITAL GRP FIXED INCM ETF T 1,078,448.0 $29.6M 0.68% +120K +12.5% $27.47 -1.3%
29 AVGO BROADCOM INC Technology 75,193.0 $28.4M 0.65% -1K -1.5% $377.75 -5.6%
30 GARP ISHARES TR 335,370.0 $27.7M 0.64% +4K +1.3% $82.55 +0.6%
31 RTX RTX CORPORATION Industrials 141,743.0 $26.9M 0.62% -2K -1.4% $189.73 +10.8%
32 SPYG SPDR SERIES TRUST 224,220.0 $26.7M 0.61% -3K -1.1% $118.99 +1.0%
33 USTB VICTORY PORTFOLIOS II 516,643.0 $26.2M 0.60% $50.62 -0.2%
34 WMT WALMART INC Consumer Defensive 230,262.0 $26.1M 0.60% -2K -1.0% $113.26 -7.0%
35 MS MORGAN STANLEY Financial Services 121,253.0 $25.3M 0.58% -1K -1.1% $209.04 +3.7%
36 C CITIGROUP INC Financial Services 178,188.0 $24.9M 0.57% -56K -23.9% $139.96 -4.8%
37 NVDA NVIDIA CORPORATION Technology 121,129.0 $24.2M 0.56% +36K +42.9% $200.08 +6.5%
38 RLY SSGA ACTIVE ETF TR 701,421.0 $24.2M 0.56% +5K +0.7% $34.51 +9.3%
39 JCI JOHNSON CONTROLS INTERNATION Industrials 164,304.0 $24.0M 0.55% -3K -1.9% $146.11 -2.9%
40 MUNI PIMCO ETF TR 455,347.0 $24.0M 0.55% +26K +6.0% $52.60 -1.6%
Page 2 of 77  ·  1,536 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%