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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 75 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 STRL STERLING INFRASTRUCTURE INC Industrials 2.0 $2K NEW $1000.00 -51.1%
1482 TER TERADYNE INC Technology 4.0 $2K -17.0 -81.0% $500.00 -27.9%
1483 TSCO TRACTOR SUPPLY CO Consumer Cyclical 50.0 $2K $40.00 -12.2%
1484 UMH UMH PPTYS INC Real Estate 120.0 $2K -63.0 -34.4% $16.67 -0.7%
1485 UNIT UNITI GROUP LLC Real Estate 150.0 $2K NEW $13.33 -23.6%
1486 GENZ VANECK ETF TRUST 57.0 $2K $35.09 +16.0%
1487 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6.0 $2K NEW $333.33 -32.8%
1488 GRAB GRAB HOLDINGS LIMITED Technology 416.0 $2K NEW $4.81 -26.1%
1489 NVMI NOVA LTD Technology 3.0 $2K -9.0 -75.0% $666.67 -45.0%
1490 FEDEX FGHT HLDG CO INC 14.0 $2K NEW $142.86
1491 INNOVATOR ETFS TRUST 59.0 $2K $33.90
1492 FS SPECIALTY LENDING FD 172.0 $2K +6.0 +3.6% $11.63
1493 THOMSON REUTERS CORP 20.0 $2K NEW $100.00
1494 NEBIUS GROUP N.V. 6.0 $2K NEW $333.33
1495 WRD WERIDE INC Technology 185.0 $1K $5.41 +10.0%
1496 PNR PENTAIR PLC Industrials 15.0 $1K $66.67 -4.6%
1497 ATLANTA BRAVES HLDGS INC 16.0 $1K $62.50
1498 GAMESTOP CORP NEW 209.0 $1K $4.78
1499 NEWSMAX INC 70.0 $1K NEW $14.29
1500 JAMES HARDIE INDS PLC 39.0 $1K $25.64
Page 75 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%