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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, FBND, IVV, IEFA, SPIB, and represent 20.33% of Capital Analysts's stock portfolio.
Added to shares of these 10 stocks: RWL (+$80M), PVAL (+$41M), SPIB (+$27M), CGMU (+$14M), FBCG (+$14M), AVEM (+$12M), SPYM (+$12M), FBND (+$12M), GARP (+$11M), VTI (+$9.8M).
Started 230 new stock positions in IAUI, ICLN, MRVL, MJ, BBY, LVS, DIVO, EFX, BTC, SMBS.
Reduced shares in these 10 stocks: OEF (-$25M), IVV (-$12M), MUB (-$10M), DEM (-$8.9M), ITOT (-$6.8M), DYNF (-$6.3M), BINC (-$5.2M), IYW, SSNC, DHI.
Sold out of its positions in AB, AMH, AstraZeneca, AZO, Avidity Biosciences Ord, BLE, HIMU, MVF, ECAT, BPRE.
Capital Analysts was a net buyer of stock by $351M.
Capital Analysts has $3.8B in assets under management (AUM), dropping by 8.62%.
Central Index Key (CIK): 0001624758

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Portfolio Holdings for Capital Analysts

Capital Analysts holds 1537 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Capital Analysts has 1537 total positions. Only the first 250 positions are shown.

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Download the Capital Analysts March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	8.0	$304M	+4%	4.0M	76.54	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.8	$144M	+9%	3.2M	45.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$122M	-8%	186k	653.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.1	$120M	+4%	1.3M	90.53	View chart
Spdr Series Trust State Street Spd (SPIB)	2.2	$85M	+47%	2.5M	33.54	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	2.1	$80M	+46576%	696k	114.91	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.9	$73M	+7%	1.6M	47.08	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$73M		1.0M	69.75	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	1.9	$72M	+8%	3.0M	24.11	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	1.7	$66M		1.8M	35.96	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.7	$64M	+11%	1.6M	39.81	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.6	$60M	+6%	760k	78.41	View chart
Spdr Series Trust State Street Spd (SPHY)	1.5	$56M		2.4M	23.32	View chart
Apple (AAPL)	1.3	$51M		200k	253.79	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.3	$51M	+421%	1.1M	46.40	View chart
Microsoft Corporation (MSFT)	1.2	$45M		123k	370.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$41M	-14%	286k	142.43	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.9	$34M	+8%	682k	50.04	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$33M	+5%	295k	113.11	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$32M	+10%	459k	70.18	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.8	$32M	+3%	842k	38.00	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$31M	-17%	532k	58.18	View chart
Goldman Sachs (GS)	0.8	$30M	-4%	36k	845.94	View chart
Wal-Mart Stores (WMT)	0.8	$29M	-3%	233k	124.28	View chart
Raytheon Technologies Corp (RTX)	0.7	$28M	-5%	144k	192.90	View chart
Citigroup Com New (C)	0.7	$27M	-3%	234k	113.41	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.7	$26M	-8%	517k	50.59	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.7	$26M	+121%	959k	27.15	View chart
Mfs Active Exchange Traded F Internatinl Etf (MFSI)	0.7	$26M	+27%	864k	29.72	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.7	$25M		697k	36.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$25M	-4%	86k	287.56	View chart
Broadcom (AVGO)	0.6	$24M		76k	309.49	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.6	$23M	+154%	456k	50.12	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.6	$22M		429k	52.18	View chart
Spdr Series Trust State Street Spd (SPYG)	0.6	$22M		227k	97.90	View chart
ConocoPhillips (COP)	0.6	$22M		166k	132.00	View chart
Johnson Controls Internation SHS (JCI)	0.6	$22M	-4%	167k	130.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$22M		103k	211.14	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$21M	+18%	463k	46.19	View chart
Ishares Tr Msci Usa Quality (GARP)	0.6	$21M	+108%	331k	63.95	View chart
Morgan Stanley Com New (MS)	0.5	$20M	-2%	123k	164.56	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$19M		365k	52.78	View chart
Amazon (AMZN)	0.5	$19M	-2%	92k	208.28	View chart
American Electric Power Company (AEP)	0.5	$19M		145k	131.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$19M	+10%	43k	436.79	View chart
L3harris Technologies (LHX)	0.5	$19M	-3%	54k	345.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$18M	+7%	90k	196.20	View chart
Motorola Solutions Com New (MSI)	0.5	$17M		40k	433.92	View chart
Visa Com Cl A (V)	0.4	$17M		56k	302.24	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.4	$17M	+38%	488k	34.63	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$16M	+31%	408k	40.19	View chart
Procter & Gamble Company (PG)	0.4	$16M	+4%	113k	144.43	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.4	$16M	+3%	346k	46.91	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.4	$16M	+16%	455k	35.59	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.4	$16M		239k	67.00	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$15M	+397%	189k	80.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$15M		222k	67.53	View chart
EOG Resources (EOG)	0.4	$15M		104k	144.58	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$15M	+5%	192k	77.18	View chart
NVIDIA Corporation (NVDA)	0.4	$15M	-5%	85k	174.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$15M	-5%	31k	479.19	View chart
JPMorgan Chase & Co. (JPM)	0.4	$15M		50k	294.17	View chart
Air Products & Chemicals (APD)	0.4	$15M	+3%	50k	290.50	View chart
Capital Group New Geography SHS (CGNG)	0.4	$14M	+21%	442k	31.57	View chart
Medtronic SHS (MDT)	0.4	$14M		160k	86.64	View chart
S&p Global (SPGI)	0.4	$14M		32k	425.39	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$13M	+115%	403k	32.95	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$13M	+13%	116k	110.48	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$13M	-17%	144k	88.16	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$13M	-10%	125k	100.72	View chart
American Tower Reit (AMT)	0.3	$12M	+4%	72k	172.59	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$12M	+40%	167k	74.35	View chart
Becton, Dickinson and (BDX)	0.3	$12M	+12%	78k	157.24	View chart
Spdr Series Trust State Street Spd (HYMB)	0.3	$12M	+12%	492k	24.80	View chart
Abbott Laboratories (ABT)	0.3	$12M	+3%	116k	102.66	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$12M	+11%	209k	56.68	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$12M	+29%	128k	92.28	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$12M	+7%	437k	26.62	View chart
Spdr Series Trust State Street Spd (SPAB)	0.3	$12M	+31%	450k	25.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$12M	-6%	54k	215.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$12M	-7%	92k	124.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$11M	+669%	35k	320.81	View chart
Walt Disney Company (DIS)	0.3	$11M		114k	96.39	View chart
D.R. Horton (DHI)	0.3	$11M	-20%	79k	137.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$11M	+12%	108k	97.11	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$10M	+16%	125k	82.76	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.3	$10M	+10%	249k	40.91	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$10M	-5%	30k	337.98	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$10M	+8%	200k	49.99	View chart
Chevron Corporation (CVX)	0.3	$9.9M		48k	206.94	View chart
Zoetis Cl A (ZTS)	0.3	$9.8M		83k	118.22	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$9.6M	-72%	30k	318.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$9.5M	-6%	64k	148.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$9.0M	+18%	140k	64.07	View chart
Merck & Co (MRK)	0.2	$8.9M		74k	120.31	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.2	$8.9M	+6%	124k	71.76	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$8.8M	+9%	123k	71.12	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$8.7M	+564%	34k	257.41	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$8.7M	+10%	261k	33.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$8.6M	-2%	30k	286.88	View chart
Johnson & Johnson (JNJ)	0.2	$8.3M	-9%	34k	244.37	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$8.2M	-4%	279k	29.50	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$8.1M	+16%	242k	33.68	View chart
Intercontinental Exchange (ICE)	0.2	$7.8M	-5%	50k	157.28	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$7.8M		99k	79.07	View chart
McDonald's Corporation (MCD)	0.2	$7.7M		25k	310.70	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$7.6M	-16%	87k	86.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$7.1M	+370%	72k	99.29	View chart
Mastercard Incorporated Cl A (MA)	0.2	$6.7M	-3%	14k	499.59	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$6.5M	+12%	68k	94.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$6.4M	-7%	33k	191.82	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$6.4M	+1151%	277k	22.91	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$6.2M	-14%	122k	50.97	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$6.1M		111k	55.49	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.2	$6.1M		173k	35.34	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$6.1M	+3%	133k	45.66	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.2	$6.1M	+27%	188k	32.19	View chart
Costco Wholesale Corporation (COST)	0.2	$6.0M	-5%	6.1k	996.38	View chart
Meta Platforms Cl A (META)	0.2	$5.8M	-6%	10k	571.82	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$5.7M	+42%	219k	26.19	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$5.7M	+38%	118k	48.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$5.7M	+2058%	114k	49.88	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$5.6M	+16%	23k	239.96	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$5.6M	-11%	112k	49.78	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$5.5M	+25%	129k	42.54	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$5.4M	+14%	108k	50.34	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$5.4M	-65%	51k	106.17	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$5.4M	+5979%	48k	111.36	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.3M	-5%	8.7k	604.73	View chart
Enterprise Products Partners (EPD)	0.1	$5.2M	+2658%	138k	37.81	View chart
Coca-Cola Company (KO)	0.1	$5.1M	+3%	68k	76.03	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$5.1M	+17%	141k	36.21	View chart
Cisco Systems (CSCO)	0.1	$5.1M	+3%	66k	77.60	View chart
Bank of America Corporation (BAC)	0.1	$5.1M	-6%	104k	48.76	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$5.0M	+41%	203k	24.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$5.0M	-2%	8.6k	577.16	View chart
Eli Lilly & Co. (LLY)	0.1	$4.9M	+169%	5.3k	919.50	View chart
Lowe's Companies (LOW)	0.1	$4.8M	-6%	20k	236.42	View chart
Home Depot (HD)	0.1	$4.8M	-6%	15k	328.74	View chart
Oneok (OKE)	0.1	$4.8M		53k	90.32	View chart
Equinix (EQIX)	0.1	$4.7M	-5%	4.8k	980.53	View chart
Charles Schwab Corporation (SCHW)	0.1	$4.7M	-8%	51k	93.95	View chart
General Dynamics Corporation (GD)	0.1	$4.7M	-8%	14k	343.32	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	0.1	$4.6M	+116%	177k	26.27	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$4.6M		236k	19.31	View chart
Northrop Grumman Corporation (NOC)	0.1	$4.5M	-8%	6.5k	682.21	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$4.4M	+22%	199k	22.34	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.4M	+53%	26k	169.61	View chart
Blackrock (BLK)	0.1	$4.4M	+4%	4.6k	961.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.4M	+3%	143k	30.69	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$4.4M	+10%	77k	56.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$4.4M		92k	47.71	View chart
Verizon Communications (VZ)	0.1	$4.3M	+5%	86k	50.20	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$4.3M	-54%	83k	51.92	View chart
Kinder Morgan (KMI)	0.1	$4.3M		128k	33.49	View chart
Diamondback Energy (FANG)	0.1	$4.3M	-6%	22k	197.72	View chart
T Rowe Price Etf International Eq (TOUS)	0.1	$4.3M	+54%	124k	34.54	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$4.3M	+6%	54k	79.53	View chart
Prologis (PLD)	0.1	$4.2M	-5%	32k	132.09	View chart
Fundx Invt Tr Future Fund Oppo (FFOX)	0.1	$4.2M		161k	26.34	View chart
Nextera Energy (NEE)	0.1	$4.2M	+2%	46k	92.91	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$4.2M	+7%	67k	62.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$4.2M	+67%	15k	287.21	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$4.1M	-7%	43k	96.10	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$4.1M	NEW	125k	32.72	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$4.1M	NEW	100k	41.06	View chart
Williams Companies (WMB)	0.1	$4.1M	+1822%	56k	72.61	View chart
Labcorp Holdings Com Shs (LH)	0.1	$4.0M	-5%	15k	266.94	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$4.0M	-5%	26k	151.39	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$3.9M	+28%	80k	49.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$3.9M	-29%	6.0k	650.40	View chart
Metropcs Communications (TMUS)	0.1	$3.9M	-5%	18k	209.96	View chart
Uber Technologies (UBER)	0.1	$3.8M	-6%	53k	71.93	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$3.8M	-13%	71k	53.36	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$3.7M	-5%	44k	84.83	View chart
General Motors Company (GM)	0.1	$3.7M	-10%	50k	74.46	View chart
Analog Devices (ADI)	0.1	$3.7M	+3%	12k	318.18	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$3.6M	+10%	38k	96.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$3.6M		85k	42.50	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$3.6M	+4%	39k	91.41	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$3.5M	+921%	50k	70.83	View chart
Agnico (AEM)	0.1	$3.5M		17k	202.92	View chart
Honeywell International (HON)	0.1	$3.5M	+5%	15k	225.92	View chart
International Business Machines (IBM)	0.1	$3.5M	+6%	14k	242.53	View chart
Capital Group International SHS (CGIE)	0.1	$3.4M	+21%	101k	33.83	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.4M	-7%	6.9k	491.77	View chart
Newmont Mining Corporation (NEM)	0.1	$3.4M	-4%	31k	108.32	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.4M	-30%	116k	29.12	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$3.4M	+22%	133k	25.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$3.4M	+3%	5.6k	597.71	View chart
Sherwin-Williams Company (SHW)	0.1	$3.4M	-5%	11k	320.63	View chart
Dell Technologies CL C (DELL)	0.1	$3.3M	-7%	20k	164.18	View chart
Boeing Company (BA)	0.1	$3.3M	-9%	17k	199.13	View chart
Ge Aerospace Com New (GE)	0.1	$3.3M	+5%	12k	283.89	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$3.3M	+4%	71k	46.27	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$3.3M	+122%	87k	37.20	View chart
AECOM Technology Corporation (ACM)	0.1	$3.2M	NEW	38k	84.77	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$3.2M	-73%	65k	49.69	View chart
Danaher Corporation (DHR)	0.1	$3.2M	-6%	17k	189.69	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$3.1M	+2894%	20k	160.46	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.1M	-7%	33k	95.46	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$3.1M	NEW	140k	22.00	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$3.1M		52k	59.22	View chart
Qualcomm (QCOM)	0.1	$3.1M	-7%	24k	128.75	View chart
Boston Scientific Corporation (BSX)	0.1	$3.0M	-3%	49k	62.74	View chart
Netflix (NFLX)	0.1	$3.0M	+8%	32k	96.15	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$3.0M	-15%	62k	48.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.9M	+746%	16k	184.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.9M	+7%	11k	261.91	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$2.9M	-8%	28k	105.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.9M		15k	191.75	View chart
Synopsys (SNPS)	0.1	$2.9M	-6%	7.3k	396.53	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$2.9M	-2%	65k	44.23	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$2.9M	-14%	38k	75.49	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$2.9M	-4%	62k	46.04	View chart
Citizens Financial (CFG)	0.1	$2.8M		47k	60.00	View chart
Eaton Corp SHS (ETN)	0.1	$2.8M		7.8k	357.85	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$2.8M	+7%	111k	25.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.8M	+18%	51k	54.04	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.7M	+21%	71k	38.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.7M	+518%	6.4k	426.54	View chart
Vanguard Wellington Us Minimum (VFMV)	0.1	$2.7M	NEW	21k	133.21	View chart
MetLife (MET)	0.1	$2.7M	+8%	38k	70.76	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$2.7M	+24%	32k	83.76	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.7M	+446%	32k	82.51	View chart
Emerson Electric (EMR)	0.1	$2.6M	-47%	20k	130.99	View chart
Darden Restaurants (DRI)	0.1	$2.6M	+5%	13k	195.97	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.5M	-7%	9.2k	272.36	View chart
NiSource (NI)	0.1	$2.5M	+4%	53k	46.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$2.4M	+24%	72k	33.84	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$2.4M	+400%	27k	89.08	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$2.4M		66k	35.97	View chart
UnitedHealth (UNH)	0.1	$2.4M	-3%	8.7k	270.32	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$2.3M		91k	25.61	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.1	$2.3M	+3778%	31k	75.34	View chart
Ishares Tr Msci World Small (WSML)	0.1	$2.3M	NEW	74k	31.06	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$2.3M	-17%	62k	36.81	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$2.2M	+13%	23k	96.82	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$2.2M		20k	109.36	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$2.2M	+3%	106k	20.37	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.2M	+106%	65k	32.94	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.1M	+1434%	23k	92.91	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.1M	+7%	27k	78.41	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.1	$2.1M	+3%	77k	27.24	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$2.1M	-4%	32k	64.59	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$2.0M	-18%	15k	132.88	View chart
Flexshares Tr Us Qt Lw Vlty (QLV)	0.1	$2.0M	NEW	28k	71.82	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.0M	+17%	8.4k	237.51	View chart
Kkr & Co (KKR)	0.1	$2.0M	-2%	21k	92.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.0M	+61%	27k	73.64	View chart

Past Filings by Capital Analysts

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

Capital Analysts 2025 Q4 restated filed May 15, 2026
Capital Analysts 2025 Q4 amended filed May 15, 2026
Capital Analysts 2026 Q1 filed May 14, 2026
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

View all past filings

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