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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 66 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 AVLV AMERICAN CENTY ETF TR 94.0 $9K $95.74 -1.2%
1302 CNP CENTERPOINT ENERGY INC Utilities 200.0 $9K $45.00 -12.0%
1303 DOV DOVER CORP Industrials 39.0 $9K -11.0 -22.0% $230.77 -11.3%
1304 DKNG DRAFTKINGS INC NEW Consumer Cyclical 348.0 $9K $25.86 -4.2%
1305 FMB FIRST TR EXCH TRADED FD III 183.0 $9K $49.18 +2.0%
1306 FTV FORTIVE CORP Technology 150.0 $9K $60.00 +0.4%
1307 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 918.0 $9K $9.80 -26.3%
1308 RYLD GLOBAL X FDS 572.0 $9K -17.0 -2.9% $15.73 +3.3%
1309 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 192.0 $9K $46.88 +29.6%
1310 QQQJ INVESCO EXCH TRADED FD TR II 200.0 $9K $45.00 +1.8%
1311 IDV ISHARES TR 217.0 $9K +5.0 +2.4% $41.47 +8.3%
1312 INDA ISHARES TR 184.0 $9K $48.91 +1.7%
1313 ISTB ISHARES TR 187.0 $9K $48.13 -0.0%
1314 IGEB ISHARES TR 200.0 $9K $45.00 -1.3%
1315 JPEF J P MORGAN EXCHANGE TRADED F 117.0 $9K $76.92 +5.3%
1316 LAMR LAMAR ADVERTISING CO Real Estate 60.0 $9K +13.0 +27.7% $150.00 +1.3%
1317 PSKY PARAMOUNT SKYDANCE CORP Communication Services 904.0 $9K -18.0 -1.9% $9.96 +7.9%
1318 RELX RELX PLC Communication Services 283.0 $9K $31.80 +11.1%
1319 IWMI NEOS ETF TRUST 172.0 $9K -10.0 -5.5% $52.33 +0.3%
1320 QQQI NEOS ETF TRUST 156.0 $9K -17.0 -9.8% $57.69 -6.1%
Page 66 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%