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Capital Analysts

Latest statistics and disclosures from Capital Analysts's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, IVV, IEFA, FBND, IEMG, and represent 22.15% of Capital Analysts's stock portfolio.
Added to shares of these 10 stocks: FESM (+$31M), GARP (+$11M), BIV (+$8.9M), DYNF (+$8.9M), BOND (+$5.0M), PHYL (+$5.0M), MFSI, JMUB, TLH, TSM.
Started 81 new stock positions in SOLS, UNOV, TAFI, JEMA, DDTD, XSVM, QLTY, JPRE, JGLO, GO.
Reduced shares in these 10 stocks: PVAL (-$28M), OUSM (-$25M), FBND (-$24M), BSV (-$20M), AAPL (-$15M), VUG (-$11M), FBCG (-$10M), VTI (-$9.9M), IVV (-$9.3M), SCHP (-$8.2M).
Sold out of its positions in AFL, ARE, UHAL, UHAL.B, TAXF, AFG, DIVO, MJ, NLY, ARCC.
Capital Analysts was a net seller of stock by $-181M.
Capital Analysts has $3.3B in assets under management (AUM), dropping by -4.06%.
Central Index Key (CIK): 0001624758

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Portfolio Holdings for Capital Analysts

Capital Analysts holds 1364 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Capital Analysts has 1364 total positions. Only the first 250 positions are shown.

Sign up to view all of the Capital Analysts Dec. 31, 2025 positions
Download the Capital Analysts December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	9.3	$306M		3.8M	80.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.1	$136M	-6%	198k	684.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.4	$113M		1.3M	89.46	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.2	$104M	-18%	2.3M	46.04	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$69M		1.0M	67.22	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.1	$69M	+4%	1.4M	47.35	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	2.0	$66M		1.8M	36.38	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	2.0	$66M		2.7M	23.96	View chart
Spdr Series Trust State Street Spd (SPIB)	1.8	$58M		1.7M	33.81	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.7	$56M		1.4M	38.89	View chart
Spdr Series Trust State Street Spd (SPHY)	1.7	$56M	+2%	2.3M	23.67	View chart
Microsoft Corporation (MSFT)	1.6	$54M	-10%	112k	483.61	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.4	$47M	-7%	316k	148.69	View chart
Apple (AAPL)	1.2	$40M	-27%	148k	271.87	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$39M	+29%	641k	60.81	View chart
Ishares Tr S&p 100 Etf (OEF)	1.1	$37M		109k	342.98	View chart
Goldman Sachs (GS)	1.0	$33M		37k	878.92	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.0	$31M	+2%	626k	50.01	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.9	$31M	+12824%	815k	37.78	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$29M	+2%	414k	69.42	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.9	$29M		563k	50.84	View chart
Citigroup Com New (C)	0.9	$28M		241k	116.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$28M	-3%	90k	313.01	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$28M	-15%	224k	123.26	View chart
Raytheon Technologies Corp (RTX)	0.8	$27M	-2%	150k	183.41	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$27M	-41%	344k	78.81	View chart
Wal-Mart Stores (WMT)	0.8	$26M		236k	111.41	View chart
Broadcom (AVGO)	0.8	$26M	+11%	75k	346.12	View chart
Spdr Series Trust State Street Spd (SPYG)	0.7	$24M	+6%	228k	106.69	View chart
Morgan Stanley Com New (MS)	0.7	$22M		126k	177.54	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.7	$22M	+4%	424k	52.41	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.7	$22M	+5%	706k	31.45	View chart
Johnson Ctls Intl SHS (JCI)	0.6	$21M		176k	119.76	View chart
Mfs Active Exchange Traded F Internatinl Etf (MFSI)	0.6	$21M	+26%	676k	30.45	View chart
Visa Com Cl A (V)	0.6	$20M	+2%	56k	350.72	View chart
Amazon (AMZN)	0.6	$19M	-14%	82k	230.82	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$18M	-2%	391k	46.54	View chart
Dimensional Etf Trust International Val (DFIV)	0.5	$18M	+4%	359k	49.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$18M	+3%	83k	212.07	View chart
American Electric Power Company (AEP)	0.5	$17M	+2%	147k	115.30	View chart
NVIDIA Corporation (NVDA)	0.5	$17M	+4%	90k	186.53	View chart
S&p Global (SPGI)	0.5	$17M	+3%	32k	522.60	View chart
L3harris Technologies (LHX)	0.5	$16M	+2%	56k	293.58	View chart
JPMorgan Chase & Co. (JPM)	0.5	$16M		50k	322.34	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$16M	+3%	335k	46.81	View chart
Motorola Solutions Com New (MSI)	0.5	$15M	+2%	40k	383.29	View chart
ConocoPhillips (COP)	0.5	$15M	+5%	163k	93.62	View chart
Medtronic SHS (MDT)	0.5	$15M	+3%	158k	96.05	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.5	$15M	+8%	392k	38.22	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.4	$15M		240k	61.35	View chart
Procter & Gamble Company (PG)	0.4	$15M		102k	143.31	View chart
D.R. Horton (DHI)	0.4	$14M	+3%	100k	144.04	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$14M	+39%	140k	101.67	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$14M	+174%	180k	77.88	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$14M		172k	81.17	View chart
Abbott Laboratories (ABT)	0.4	$14M	+3%	111k	125.30	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$14M	+7%	309k	44.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$14M	-17%	27k	502.64	View chart
Becton, Dickinson and (BDX)	0.4	$13M	+8%	69k	194.06	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$13M	-10%	124k	107.11	View chart
Walt Disney Company (DIS)	0.4	$13M		112k	113.78	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.4	$13M	+67%	351k	35.48	View chart
American Tower Reit (AMT)	0.4	$12M	+6%	69k	175.59	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.4	$12M	+19%	433k	27.39	View chart
Air Products & Chemicals (APD)	0.4	$12M	+4%	48k	246.99	View chart
Capital Group New Geography SHS (CGNG)	0.4	$12M	+27%	364k	31.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$12M	-10%	176k	66.00	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.3	$11M		244k	46.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$11M	-9%	50k	219.78	View chart
Spdr Series Trust State Street Spd (HYMB)	0.3	$11M	+2%	439k	24.93	View chart
Ishares Tr Msci Usa Quality (GARP)	0.3	$11M	NEW	159k	68.17	View chart
EOG Resources (EOG)	0.3	$11M	+3%	103k	105.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$11M	-2%	188k	57.23	View chart
Zoetis Cl A (ZTS)	0.3	$10M	+8%	82k	125.83	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$9.8M	-51%	179k	54.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$9.7M	-3%	31k	313.80	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$9.7M	-29%	184k	52.77	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.3	$9.6M	+5%	225k	42.78	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.3	$9.5M	-74%	209k	45.57	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$9.3M	+75%	31k	303.87	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$9.3M	+86%	184k	50.44	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$9.2M	+121%	99k	93.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$9.2M	-6%	64k	143.52	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$9.0M	+10%	107k	83.75	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$8.8M	-17%	104k	84.63	View chart
Spdr Series Trust State Street Spd (SPAB)	0.3	$8.8M	+50%	343k	25.75	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$8.6M	+4%	292k	29.59	View chart
Intercontinental Exchange (ICE)	0.3	$8.5M		52k	161.96	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.3	$8.3M	+2%	116k	71.67	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$8.3M	-16%	117k	71.41	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$8.2M	+11%	237k	34.65	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$8.2M	-7%	100k	82.45	View chart
Mastercard Incorporated Cl A (MA)	0.2	$8.0M	-2%	14k	570.73	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$7.8M	+29%	113k	69.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$7.8M	-58%	16k	487.83	View chart
Merck & Co (MRK)	0.2	$7.8M	+10%	74k	105.23	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$7.3M	+9%	144k	50.95	View chart
Meta Platforms Cl A (META)	0.2	$7.2M	+38%	11k	660.03	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$7.2M	-48%	36k	198.61	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$6.8M	+20%	207k	32.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$6.7M	-47%	56k	120.16	View chart
Chevron Corporation (CVX)	0.2	$6.7M		44k	152.37	View chart
McDonald's Corporation (MCD)	0.2	$6.6M	-11%	22k	305.73	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.2	$6.4M		173k	36.80	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$6.3M	+3%	109k	58.07	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$6.3M	-11%	127k	49.84	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$6.2M	+12%	187k	33.30	View chart
Bank of America Corporation (BAC)	0.2	$6.0M	-5%	108k	54.99	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$5.8M	-56%	30k	190.97	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$5.8M	+11%	8.5k	681.84	View chart
Johnson & Johnson (JNJ)	0.2	$5.7M	-29%	28k	207.07	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$5.7M	+14%	128k	44.40	View chart
Vanguard Tax- Managed Fds Van Ftse Dev Mkt (VEA)	0.2	$5.7M	-24%	91k	62.46	View chart
Costco Wholesale Corporation (COST)	0.2	$5.5M	-3%	6.4k	862.00	View chart
Charles Schwab Corporation (SCHW)	0.2	$5.5M	+3%	55k	99.94	View chart
salesforce (CRM)	0.2	$5.3M	+3%	20k	264.94	View chart
Lowe's Companies (LOW)	0.2	$5.1M	-2%	21k	241.13	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$5.1M	-10%	53k	95.23	View chart
General Dynamics Corporation (GD)	0.2	$5.0M	-4%	15k	336.63	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$5.0M	+53%	20k	250.29	View chart
Emerson Electric (EMR)	0.2	$5.0M	-4%	38k	132.78	View chart
Cisco Systems (CSCO)	0.1	$4.9M		64k	77.08	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$4.8M	-2%	78k	62.15	View chart
Boston Scientific Corporation (BSX)	0.1	$4.8M	+3%	50k	95.33	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$4.7M		94k	50.31	View chart
Blackrock (BLK)	0.1	$4.7M		4.4k	1071.43	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.7M		24k	199.68	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.1	$4.6M	-4%	148k	31.35	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$4.6M		120k	38.56	View chart
Uber Technologies (UBER)	0.1	$4.6M	-3%	56k	81.68	View chart
General Motors Company (GM)	0.1	$4.5M		55k	81.27	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$4.5M	+2%	103k	43.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$4.4M	+4%	91k	48.93	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.4M		9.1k	483.52	View chart
Ss&c Technologies Holding (SSNC)	0.1	$4.3M		50k	87.44	View chart
Prologis (PLD)	0.1	$4.3M		34k	127.64	View chart
Fundx Invt Tr Future Fund Oppo (FFOX)	0.1	$4.3M	+59%	158k	27.27	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$4.3M	-2%	46k	92.60	View chart
Qualcomm (QCOM)	0.1	$4.3M	-3%	25k	171.08	View chart
Home Depot (HD)	0.1	$4.2M	-19%	12k	344.24	View chart
Thermo Fisher Scientific (TMO)	0.1	$4.2M	-2%	7.3k	579.34	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$4.1M	+6%	86k	48.32	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$4.1M	+31%	153k	26.67	View chart
Labcorp Holdings Com Shs (LH)	0.1	$4.0M		16k	250.99	View chart
Northrop Grumman Corporation (NOC)	0.1	$4.0M	+44%	7.0k	570.12	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$4.0M	+3%	15k	268.36	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$4.0M	-2%	70k	56.79	View chart
Boeing Company (BA)	0.1	$3.9M	+6%	18k	217.14	View chart
Equinix (EQIX)	0.1	$3.9M		5.1k	766.14	View chart
Metropcs Communications (TMUS)	0.1	$3.9M		19k	203.15	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$3.9M	-2%	46k	84.67	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$3.9M		238k	16.45	View chart
Danaher Corporation (DHR)	0.1	$3.9M	-3%	17k	228.88	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$3.8M	+19%	63k	60.17	View chart
International Business Machines (IBM)	0.1	$3.8M	-5%	13k	296.22	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$3.7M	+40%	163k	22.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$3.7M	-32%	85k	43.38	View chart
Synopsys (SNPS)	0.1	$3.7M	+2%	7.8k	469.75	View chart
Sherwin-Williams Company (SHW)	0.1	$3.6M		11k	324.06	View chart
Nextera Energy (NEE)	0.1	$3.6M	+3%	44k	80.19	View chart
Kinder Morgan (KMI)	0.1	$3.5M	+6%	128k	27.54	View chart
Diamondback Energy (FANG)	0.1	$3.5M		23k	150.35	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$3.5M		30k	114.51	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.5M	-12%	25k	141.14	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$3.4M		73k	46.83	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$3.3M	+29%	67k	49.86	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$3.3M	+202%	44k	74.87	View chart
Verizon Communications (VZ)	0.1	$3.3M	-8%	81k	40.73	View chart
Newmont Mining Corporation (NEM)	0.1	$3.3M	-4%	33k	99.80	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.3M	-11%	34k	96.18	View chart
Ge Aerospace Com New (GE)	0.1	$3.3M	+21%	11k	307.88	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$3.2M	-3%	37k	86.30	View chart
Coca-Cola Company (KO)	0.1	$3.2M	-28%	46k	69.88	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$3.2M	+3%	34k	94.17	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$3.1M	+91%	62k	49.61	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$3.1M		68k	45.47	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$3.0M	+18%	52k	57.91	View chart
UnitedHealth (UNH)	0.1	$3.0M		9.0k	330.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.0M	-22%	15k	191.36	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$2.9M	+31%	38k	77.01	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$2.9M	+9%	121k	24.04	View chart
Capital Group International SHS (CGIE)	0.1	$2.9M	+6%	83k	34.85	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.9M		10k	287.80	View chart
Agnico (AEM)	0.1	$2.9M	-30%	17k	169.39	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$2.8M	+4%	75k	37.43	View chart
Analog Devices (ADI)	0.1	$2.8M	-5%	10k	271.30	View chart
Kkr & Co (KKR)	0.1	$2.8M		22k	127.46	View chart
Dell Technologies CL C (DELL)	0.1	$2.8M	-3%	22k	125.92	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$2.8M	+50%	109k	25.47	View chart
MetLife (MET)	0.1	$2.8M	+5%	35k	78.86	View chart
T Rowe Price Etf International Eq (TOUS)	0.1	$2.8M	+103%	80k	34.50	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$2.8M	+210%	103k	26.74	View chart
Netflix (NFLX)	0.1	$2.7M	+1024%	29k	93.77	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$2.7M	+98%	19k	143.97	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$2.7M	+22%	65k	41.18	View chart
Citizens Financial (CFG)	0.1	$2.6M		45k	58.37	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$2.6M		20k	130.10	View chart
Honeywell International (HON)	0.1	$2.5M	-10%	13k	195.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.5M	+15%	8.7k	290.23	View chart
Eaton Corp SHS (ETN)	0.1	$2.5M	-4%	7.7k	318.10	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.4M	-3%	25k	94.10	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$2.3M	-3%	90k	26.22	View chart
Darden Restaurants (DRI)	0.1	$2.3M	+6%	13k	183.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.3M	+5%	42k	53.75	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$2.3M	-4%	34k	66.71	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$2.2M	+3%	66k	33.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.2M	-77%	22k	101.97	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.2M	+43%	58k	37.98	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$2.2M	+4%	102k	21.55	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.2M		10k	214.64	View chart
NiSource (NI)	0.1	$2.1M	+2%	51k	41.71	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$2.1M	+24%	26k	82.79	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	0.1	$2.1M	+182%	82k	25.54	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$2.0M	-5%	63k	32.33	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.0M	+11%	17k	120.33	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$2.0M	-18%	14k	143.35	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.1	$2.0M	+10%	74k	27.23	View chart
Paychex (PAYX)	0.1	$2.0M	+2%	18k	112.01	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$2.0M	+12%	20k	97.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$2.0M	+290%	58k	34.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$2.0M		43k	46.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.9M	-78%	20k	96.01	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.9M		32k	59.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.9M	-27%	7.2k	258.04	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.8M	+8%	7.2k	252.70	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$1.8M	NEW	15k	118.13	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.8M	-82%	66k	26.48	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.7M	+3%	37k	47.06	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$1.7M		51k	33.51	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.7M	-17%	21k	77.56	View chart
Abbvie (ABBV)	0.1	$1.7M		7.2k	229.05	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$1.6M	+28%	41k	40.24	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$1.6M	-26%	16k	102.39	View chart
Rbb Fund Trust First Eagle Gbll (FEGE)	0.0	$1.6M	+3%	36k	44.12	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$1.6M	-2%	14k	109.98	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$1.6M	+24%	20k	80.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$1.5M	-86%	4.6k	335.30	View chart
Oracle Corporation (ORCL)	0.0	$1.5M	-2%	7.9k	195.15	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$1.5M		35k	42.87	View chart
Spdr Series Trust State Street Spd (ONEY)	0.0	$1.5M	+11%	13k	113.54	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$1.5M	+9%	21k	69.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$1.4M	-55%	2.3k	627.11	View chart
Ventas (VTR)	0.0	$1.4M	+2%	19k	77.57	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$1.4M	+367%	39k	36.58	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$1.4M	-65%	5.1k	279.14	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$1.4M		15k	95.08	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$1.4M	+168%	31k	44.74	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$1.4M		19k	70.43	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$1.3M	-5%	22k	62.44	View chart
Invesco Actively Managed Exc Rochester High Y (IROC)	0.0	$1.3M	+6%	27k	50.37	View chart

Past Filings by Capital Analysts

SEC 13F filings are viewable for Capital Analysts going back to 2012

Capital Analysts 2025 Q4 filed Feb. 11, 2026
Capital Analysts 2025 Q3 filed Nov. 14, 2025
Capital Analysts 2025 Q2 filed Aug. 13, 2025
Capital Analysts 2025 Q1 filed May 14, 2025
Capital Analysts 2024 Q4 filed Feb. 14, 2025
Capital Analysts 2024 Q3 filed Nov. 13, 2024
Capital Analysts 2024 Q2 filed Aug. 14, 2024
Capital Analysts 2024 Q1 filed May 14, 2024
Capital Analysts 2023 Q4 filed Jan. 30, 2024
Capital Analysts 2023 Q3 filed Nov. 13, 2023
Capital Analysts 2023 Q2 filed Aug. 11, 2023
Capital Analysts 2023 Q1 filed May 5, 2023
Capital Analysts 2022 Q4 filed Feb. 8, 2023
Capital Analysts 2022 Q3 filed Nov. 14, 2022
Capital Analysts 2022 Q2 filed Aug. 12, 2022
Capital Analysts 2022 Q1 filed May 12, 2022

View all past filings

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