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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 67 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 XME SPDR SERIES TRUST 85.0 $9K $105.88 +13.6%
1322 UE URBAN EDGE PPTYS Real Estate 395.0 $9K $22.78 -5.9%
1323 VRCA VERRICA PHARMACEUTICALS INC Healthcare 1,500.0 $9K $6.00 -18.2%
1324 AIT APPLIED INDL TECHNOLOGIES IN Industrials 24.0 $8K $333.33 +2.7%
1325 DTM DT MIDSTREAM INC Energy 54.0 $8K $148.15 -10.5%
1326 DFAT DIMENSIONAL ETF TRUST 112.0 $8K NEW $71.43 -0.0%
1327 FDM FIRST TR EXCHANGE-TRADED FD 83.0 $8K $96.39 -4.4%
1328 BGLD FIRST TR EXCHANGE-TRADED FD 508.0 $8K $15.75 +12.0%
1329 GIS GENERAL MILLS INC Consumer Defensive 243.0 $8K $32.92 +21.7%
1330 IYR ISHARES TR 75.0 $8K $106.67 -1.8%
1331 KC KINGSOFT CLOUD HLDGS LTD Technology 888.0 $8K $9.01 +13.6%
1332 PYPL PAYPAL HLDGS INC Financial Services 187.0 $8K $42.78 +44.5%
1333 SON SONOCO PRODS CO Consumer Cyclical 139.0 $8K NEW $57.55 -0.0%
1334 TOL TOLL BROTHERS INC Consumer Cyclical 54.0 $8K $148.15 +0.0%
1335 VTWO VANGUARD SCOTTSDALE FDS 70.0 $8K $114.29 +5.7%
1336 VSNT VERSANT MEDIA GROUP INC Industrials 227.0 $8K -17.0 -7.0% $35.24 +11.4%
1337 JOBY JOBY AVIATION INC Industrials 907.0 $8K +293.0 +47.7% $8.82 -19.1%
1338 RACE FERRARI N V Consumer Cyclical 19.0 $7K -5.0 -20.8% $368.42 +12.1%
1339 OUSTER INC 118.0 $7K NEW $59.32
1340 PUTNAM ETF TRUST 548.0 $7K -42.0 -7.1% $12.77
Page 67 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%