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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 65 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 OKLO OKLO INC Utilities 193.0 $10K NEW $51.81 -19.7%
1282 CPZ CALAMOS LNG SHR EQT DYNAMIC Financial Services 739.0 $10K $13.53 -1.0%
1283 FDX FEDEX CORP Industrials 34.0 $10K -1.0 -2.9% $294.12 +14.2%
1284 FIS FIDELITY NATL INFORMATION SV Technology 266.0 $10K $37.59 +8.1%
1285 FR FIRST INDL RLTY TR INC Real Estate 159.0 $10K -42.0 -20.9% $62.89 -0.1%
1286 GPC GENUINE PARTS CO Consumer Cyclical 86.0 $10K -26.0 -23.2% $116.28 +20.0%
1287 DDTF INNOVATOR ETFS TRUST 492.0 $10K $20.33 +1.4%
1288 BSJW INVESCO EXCH TRD SLF IDX FD 385.0 $10K $25.97 -2.7%
1289 BSJV INVESCO EXCH TRD SLF IDX FD 370.0 $10K $27.03 -3.8%
1290 ILCG ISHARES TR 88.0 $10K $113.64 +0.6%
1291 MAA MID-AMER APT CMNTYS INC Real Estate 75.0 $10K -41.0 -35.3% $133.33 -1.4%
1292 OMER OMEROS CORP Healthcare 1,000.0 $10K $10.00 +82.2%
1293 SPRY ARS PHARMACEUTICALS INC Healthcare 1,300.0 $10K $7.69 -21.6%
1294 SJM SMUCKER J M CO Consumer Defensive 87.0 $10K +1.0 +1.2% $114.94 +13.9%
1295 THC TENET HEALTHCARE CORP Healthcare 55.0 $10K -28.0 -33.7% $181.82 +50.8%
1296 RNR RENAISSANCERE HLDGS LTD Financial Services 33.0 $10K $303.03 +9.5%
1297 OPPJ WISDOMTREE TR 151.0 $9K +1.0 +0.7% $59.60 -3.7%
1298 KLARNA GROUP PLC 447.0 $9K -2K -80.0% $20.13
1299 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 93.0 $9K +3.0 +3.3% $96.77 +23.8%
1300 LNT ALLIANT ENERGY CORP Utilities 127.0 $9K -43.0 -25.3% $70.87 -2.7%
Page 65 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%