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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 37 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 DIEM FRANKLIN TEMPLETON ETF TR 4,009.0 $174K 0.00% +403.0 +11.2% $43.40 -1.0%
722 TOTALENERGIES SE 2,236.0 $174K 0.00% -43.0 -1.9% $77.82
723 INNOVATOR ETFS TRUST 5,607.0 $173K 0.00% $30.85
724 FDV FEDERATED HERMES ETF TRUST 5,520.0 $173K 0.00% $31.34 +6.9%
725 TXT TEXTRON INC Industrials 1,885.0 $173K 0.00% +305.0 +19.3% $91.78 -10.3%
726 HYTI FIRST TR EXCHANGE-TRADED FD 8,916.0 $171K 0.00% -5K -36.5% $19.18 -0.7%
727 JGRO J P MORGAN EXCHANGE TRADED F 1,729.0 $170K 0.00% +435.0 +33.6% $98.32 -3.1%
728 NKE NIKE INC Consumer Cyclical 4,128.0 $169K 0.00% +22.0 +0.5% $40.94 -6.1%
729 FSEP FIRST TR EXCHNG TRADED FD VI 3,006.0 $166K 0.00% $55.22 +2.6%
730 IVLU ISHARES TR 3,948.0 $165K 0.00% +2K +88.7% $41.79 +5.9%
731 KIM KIMCO REALTY CORP Real Estate 6,478.0 $164K 0.00% +50.0 +0.8% $25.32 -5.9%
732 SCHO SCHWAB STRATEGIC TR 6,804.0 $164K 0.00% +1K +20.5% $24.10 +0.0%
733 STLD STEEL DYNAMICS INC Basic Materials 713.0 $164K 0.00% -30.0 -4.0% $230.01 +2.5%
734 SMAY FIRST TR EXCHNG TRADED FD VI 5,728.0 $163K 0.00% $28.46 +0.7%
735 VLUE ISHARES TR 814.0 $163K 0.00% +254.0 +45.4% $200.25 +0.5%
736 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 5,404.0 $162K 0.00% $29.98 +2.7%
737 INNOVATOR ETFS TRUST 5,210.0 $162K 0.00% $31.09
738 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 4,400.0 $161K 0.00% $36.59 +6.3%
739 BELT BLACKROCK ETF TRUST 4,000.0 $160K 0.00% $40.00 +0.1%
740 KR KROGER CO Consumer Defensive 2,887.0 $160K 0.00% -809.0 -21.9% $55.42 +2.7%
Page 37 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%