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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 68 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 INMU BLACKROCK ETF TRUST II 290.0 $7K +140.0 +93.3% $24.14 -1.7%
1342 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 607.0 $7K $11.53 -0.6%
1343 BYD BOYD GAMING CORP Consumer Cyclical 74.0 $7K $94.59 -14.8%
1344 COLB COLUMBIA BKG SYS INC Financial Services 229.0 $7K $30.57 +0.5%
1345 DMAC DIAMEDICA THERAPEUTICS INC Healthcare 1,050.0 $7K $6.67 +0.5%
1346 DASH DOORDASH INC Communication Services 37.0 $7K -5.0 -11.9% $189.19 +25.2%
1347 SDIV GLOBAL X FDS 266.0 $7K $26.32 -5.5%
1348 AHR AMERICAN HEALTHCARE REIT INC Real Estate 128.0 $7K -70.0 -35.4% $54.69 +4.5%
1349 BAUG INNOVATOR ETFS TRUST 134.0 $7K $52.24 +5.7%
1350 ERTH INVESCO EXCHANGE TRADED FD T 148.0 $7K $47.30 -1.7%
1351 IRM IRON MTN INC DEL Real Estate 57.0 $7K NEW $122.81 -1.1%
1352 PAAS PAN AMERN SILVER CORP Basic Materials 148.0 $7K $47.30 +11.3%
1353 HOOD ROBINHOOD MKTS INC Financial Services 66.0 $7K $106.06 +2.3%
1354 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 92.0 $7K $76.09 +1.2%
1355 EMHC SPDR SERIES TRUST 265.0 $7K +2.0 +0.8% $26.42 -5.2%
1356 SHOP SHOPIFY INC Technology 62.0 $7K +20.0 +47.6% $112.90 +33.1%
1357 VTRS VIATRIS INC Healthcare 468.0 $7K +3.0 +0.7% $14.96 +12.7%
1358 VCTR VICTORY CAP HLDGS INC DEL Financial Services 82.0 $7K $85.37 +41.3%
1359 AVUS AMERICAN CENTY ETF TR 50.0 $6K NEW $120.00 +8.8%
1360 ARGX ARGENX SE Healthcare 7.0 $6K $857.14 +22.2%
Page 68 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%