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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 63 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 AME AMETEK INC Industrials 52.0 $13K -9.0 -14.8% $250.00 -1.9%
1242 CTRE CARETRUST REIT INC Real Estate 314.0 $13K -163.0 -34.2% $41.40 -3.5%
1243 CL COLGATE PALMOLIVE CO Consumer Defensive 139.0 $13K -6.0 -4.1% $93.53 -1.6%
1244 FFOG FRANKLIN TEMPLETON ETF TR 258.0 $13K NEW $50.39 -2.3%
1245 IMTM ISHARES TR 242.0 $13K $53.72 +0.2%
1246 IAUM ISHARES GOLD TRUST MICRO Financial Services 320.0 $13K $40.62 +12.7%
1247 PPLT ABRDN PLATINUM ETF TRUST Financial Services 860.0 $12K +774.0 +900.0% $13.95 +19.0%
1248 YOLO ADVISORSHARES TR 4,123.0 $12K $2.91 +7.5%
1249 ATO ATMOS ENERGY CORP Utilities 70.0 $12K $171.43 -1.1%
1250 BR BROADRIDGE FINL SOLUTIONS IN Technology 88.0 $12K $136.36 +33.2%
1251 CORZ CORE SCIENTIFIC INC NEW Technology 480.0 $12K $25.00 -30.3%
1252 DY DYCOM INDS INC Industrials 23.0 $12K $521.74 -40.4%
1253 FAUG FIRST TR EXCHNG TRADED FD VI 216.0 $12K $55.56 +3.7%
1254 IBDR ISHARES TR 485.0 $12K $24.74 -2.1%
1255 BBAG J P MORGAN EXCHANGE TRADED F 270.0 $12K $44.44 +1.9%
1256 BBCB J P MORGAN EXCHANGE TRADED F 266.0 $12K +241.0 +964.0% $45.11 -0.1%
1257 LULU LULULEMON ATHLETICA INC Consumer Cyclical 103.0 $12K NEW $116.50 -0.1%
1258 SBRA SABRA HEALTH CARE REIT INC Real Estate 607.0 $12K -177.0 -22.6% $19.77 +6.3%
1259 SOLV SOLVENTUM CORP Healthcare 158.0 $12K +10.0 +6.8% $75.95 +20.5%
1260 SOUN SOUNDHOUND AI INC Technology 1,920.0 $12K $6.25 +12.2%
Page 63 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%