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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 62 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 FLN FIRST TR EXCH TRD ALPHDX FD 623.0 $15K $24.08 +6.2%
1222 PDBC INVESCO ACTVELY MNGD ETC FD 934.0 $15K -240.0 -20.4% $16.06 +13.9%
1223 IWB ISHARES TR 37.0 $15K -104.0 -73.8% $405.41 +4.0%
1224 KXI ISHARES TR 220.0 $15K $68.18 +0.8%
1225 JTEK J P MORGAN EXCHANGE TRADED F 137.0 $15K $109.49 -7.2%
1226 PAYC PAYCOM SOFTWARE INC Technology 120.0 $15K $125.00 +90.4%
1227 PHIN PHINIA INC Consumer Cyclical 177.0 $15K $84.75 -18.3%
1228 VNQI VANGUARD INTL EQUITY INDEX F 340.0 $15K -28.0 -7.6% $44.12 +3.2%
1229 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 150.0 $15K $100.00 +7.5%
1230 INNOVATOR ETFS TRUST 567.0 $15K $26.45
1231 SPOT SPOTIFY TECHNOLOGY S A Communication Services 31.0 $14K $451.61 +16.7%
1232 STZ CONSTELLATION BRANDS INC Consumer Defensive 104.0 $14K -108.0 -50.9% $134.62 -1.0%
1233 FDRV FIDELITY COVINGTON TRUST 702.0 $14K $19.94 -12.4%
1234 FPX FIRST TR EXCHANGE-TRADED FD 70.0 $14K $200.00 -8.7%
1235 NXTG FIRST TR EXCHANGE-TRADED FD 93.0 $14K $150.54 +1.3%
1236 LIT GLOBAL X FDS 181.0 $14K -261.0 -59.0% $77.35 -0.6%
1237 URA GLOBAL X FDS 316.0 $14K $44.30 +8.5%
1238 IYK ISHARES TR 198.0 $14K $70.71 +6.5%
1239 MKC MCCORMICK & CO INC Consumer Defensive 279.0 $14K $50.18 +8.5%
1240 TECK TECK RESOURCES LTD Basic Materials 243.0 $14K -120.0 -33.1% $57.61 +23.2%
Page 62 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%