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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 64 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 TRV TRAVELERS COMPANIES INC Financial Services 36.0 $12K $333.33 +11.3%
1262 DXJ WISDOMTREE TR 70.0 $12K $171.43 +4.0%
1263 DOX AMDOCS LTD Technology 244.0 $12K $49.18 +26.6%
1264 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 12.0 $12K -25.0 -67.6% $1000.00 -15.4%
1265 FROG JFROG LTD Technology 116.0 $11K $94.83 -2.1%
1266 FIRST TR EXCHNG TRADED FD VI 494.0 $11K NEW $22.27
1267 OUTFRONT MEDIA INC 348.0 $11K +17.0 +5.1% $31.61
1268 CC CHEMOURS CO Basic Materials 518.0 $11K $21.24 -25.7%
1269 AJG GALLAGHER ARTHUR J & CO Financial Services 47.0 $11K -2.0 -4.1% $234.04 +13.2%
1270 HEI HEICO CORP NEW Industrials 30.0 $11K $366.67 -5.6%
1271 IWC ISHARES TR 57.0 $11K $192.98 +2.1%
1272 MEAR ISHARES U S ETF TR 217.0 $11K -220.0 -50.3% $50.69 -0.9%
1273 KHC KRAFT HEINZ CO Consumer Defensive 468.0 $11K -65.0 -12.2% $23.50 +5.5%
1274 MCHP MICROCHIP TECHNOLOGY INC. Technology 116.0 $11K -13.0 -10.1% $94.83 -21.9%
1275 MRNA MODERNA INC Healthcare 163.0 $11K -9K -98.2% $67.48 +121.8%
1276 RKLB ROCKET LAB CORP Industrials 113.0 $11K +13.0 +13.0% $97.35 -32.0%
1277 HNDL STRATEGY SHS 470.0 $11K -65.0 -12.2% $23.40 -3.1%
1278 SU SUNCOR ENERGY INC NEW Energy 199.0 $11K $55.28 +18.8%
1279 CPER UNITED STS COMMODITY INDEX F Financial Services 284.0 $11K $38.73 +3.4%
1280 PALL ABRDN PALLADIUM ETF TRUST Financial Services 440.0 $10K +352.0 +400.0% $22.73 +5.6%
Page 64 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%