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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 71 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 MUR MURPHY OIL CORP Energy 144.0 $5K -268.0 -65.0% $34.72 -0.1%
1402 NNN NNN REIT INC Real Estate 100.0 $5K $50.00 -8.7%
1403 NVO NOVO-NORDISK A S Healthcare 100.0 $5K -17.0 -14.5% $50.00 -5.6%
1404 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 447.0 $5K NEW $11.19 -8.0%
1405 ROK ROCKWELL AUTOMATION INC Industrials 10.0 $5K -3.0 -23.1% $500.00 -13.7%
1406 ROKU ROKU INC Communication Services 33.0 $5K $151.52 +4.7%
1407 IAUI NEOS ETF TRUST 98.0 $5K $51.02 +3.1%
1408 SWBI SMITH & WESSON BRANDS INC Industrials 324.0 $5K +3.0 +0.9% $15.43 -13.4%
1409 VSAT VIASAT INC Technology 59.0 $5K -279.0 -82.5% $84.75 -15.6%
1410 ACHR ARCHER AVIATION INC Industrials 928.0 $4K +188.0 +25.4% $4.31 +36.9%
1411 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 127.0 $4K +27.0 +27.0% $31.50 +18.6%
1412 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 400.0 $4K $10.00 +15.4%
1413 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 136.0 $4K -54.0 -28.4% $29.41 -7.1%
1414 DCI DONALDSON INC Industrials 39.0 $4K $102.56 -7.1%
1415 DSCO DOUBLELINE ETF TRUST 171.0 $4K NEW $23.39 +5.8%
1416 EMBC EMBECTA CORP Healthcare 1,219.0 $4K -26.0 -2.1% $3.28 +51.2%
1417 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 31.0 $4K $129.03 -4.7%
1418 XRN CHIRON REAL ESTATE INC Financial Services 118.0 $4K -59.0 -33.3% $33.90 +10.2%
1419 GO GROCERY OUTLET HLDG CORP Consumer Defensive 400.0 $4K $10.00 +22.1%
1420 KBWB INVESCO EXCH TRADED FD TR II 39.0 $4K $102.56 -5.9%
Page 71 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%