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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 70 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 IQVIA HLDGS INC 25.0 $5K -10.0 -28.6% $200.00
1382 RYANAIR HOLDINGS PLC 77.0 $5K $64.94
1383 A AGILENT TECHNOLOGIES INC Healthcare 34.0 $5K $147.06 +5.5%
1384 BRX BRIXMOR PPTY GROUP INC Real Estate 154.0 $5K -88.0 -36.4% $32.47 -9.5%
1385 CAG CONAGRA BRANDS INC Consumer Defensive 377.0 $5K $13.26 +22.1%
1386 DXCM DEXCOM INC Healthcare 68.0 $5K $73.53 +21.0%
1387 DBND DOUBLELINE ETF TRUST 109.0 $5K -55.0 -33.5% $45.87 -1.6%
1388 BROS DUTCH BROS INC Consumer Cyclical 72.0 $5K $69.44 -26.2%
1389 EVGO EVGO INC Consumer Cyclical 2,794.0 $5K $1.79 -18.4%
1390 FTXO FIRST TR EXCHANGE TRADED FD 116.0 $5K $43.10 -2.5%
1391 FTGC FIRST TR EXCHANGE TRAD FD VI 167.0 $5K $29.94 +1.4%
1392 FISV FISERV INC Technology 90.0 $5K -92.0 -50.5% $55.56 -5.6%
1393 FLJP FRANKLIN TEMPLETON ETF TR 121.0 $5K $41.32 -1.6%
1394 GWW WW GRAINGER INC Industrials 4.0 $5K $1250.00 +6.8%
1395 HPQ HP INC Technology 212.0 $5K -51.0 -19.4% $23.58 +29.4%
1396 PBE INVESCO EXCHANGE TRADED FD T 51.0 $5K -1K -95.5% $98.04 +0.1%
1397 IYH ISHARES TR 77.0 $5K $64.94 +13.0%
1398 AGZ ISHARES TR 45.0 $5K NEW $111.11 -2.1%
1399 MGA MAGNA INTL INC Consumer Cyclical 74.0 $5K -38.0 -33.9% $67.57 -2.3%
1400 MLM MARTIN MARIETTA MATLS INC Basic Materials 8.0 $5K $625.00 -14.9%
Page 70 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%