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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, FBND, IEFA, SPIB, and represent 20.60% of Capital Analysts's stock portfolio.
Added to shares of these 10 stocks: IVV (+$25M), VUG (+$19M), GPIX (+$17M), FBND (+$16M), IALT (+$16M), IUSB (+$12M), DIS (+$9.6M), FBCG (+$7.6M), NVDA (+$7.3M), IDEF (+$7.2M).
Started 79 new stock positions in XOVR, FQAL, IRM, ADSK, DT, AGZ, SLF, USAR, DISV, LULU.
Reduced shares in these 10 stocks: C (-$7.8M), QUAL (-$6.5M), AGG (-$6.2M), ZTS (-$5.9M), TLH (-$5.7M), IAU (-$5.6M), EFV, DELL, BAI, IEMG.
Sold out of its positions in AAP, AEIS, ALB, ALGN, IPAY, Apellis Pharmaceuticals, OWL, CME, CTRA, CALM.
Capital Analysts was a net buyer of stock by $254M.
Capital Analysts has $4.3B in assets under management (AUM), dropping by 14.06%.
Central Index Key (CIK): 0001624758

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Portfolio Holdings for Capital Analysts

Capital Analysts holds 1536 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Capital Analysts has 1536 total positions. Only the first 250 positions are shown.

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Download the Capital Analysts June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	8.1	$352M		4.0M	87.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.8	$165M	+18%	220k	748.90	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.7	$160M	+11%	3.5M	45.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$130M		1.3M	96.58	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	2.0	$88M	+4%	2.6M	33.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	2.0	$88M		689k	127.76	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$83M	-4%	998k	82.84	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.8	$78M	+7%	1.7M	46.94	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	1.7	$76M		1.9M	40.58	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	1.7	$72M	+2%	3.0M	23.77	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.6	$69M		1.6M	42.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.5	$63M	+6%	808k	77.91	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.4	$61M	+9%	1.2M	50.95	View chart
Spdr Series Trust St Port High Etf (SPHY)	1.4	$60M	+7%	2.6M	23.44	View chart
Apple (AAPL)	1.3	$57M	-2%	196k	289.37	View chart
Microsoft Corporation (MSFT)	1.1	$49M	+6%	131k	373.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$47M		289k	164.28	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.9	$41M		852k	48.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$41M		298k	137.53	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.9	$38M	+3%	552k	68.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$37M	+20%	103k	357.35	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.8	$36M	+26%	578k	62.11	View chart
Goldman Sachs (GS)	0.8	$35M	-2%	35k	1011.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$34M		453k	75.79	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.8	$33M	+54%	716k	46.15	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$33M	-5%	642k	50.60	View chart
Mfs Active Exchange Traded F Internatinl Etf (MFSI)	0.7	$31M	+11%	960k	32.48	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.7	$30M	+12%	1.1M	27.47	View chart
Broadcom (AVGO)	0.7	$28M		75k	377.74	View chart
Ishares Tr Msci Us Garp Etf (GARP)	0.6	$28M		335k	82.54	View chart
Raytheon Technologies Corp (RTX)	0.6	$27M		142k	189.73	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.6	$27M		224k	118.99	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.6	$26M		517k	50.62	View chart
Wal-Mart Stores (WMT)	0.6	$26M		230k	113.26	View chart
Morgan Stanley Com New (MS)	0.6	$25M		121k	209.05	View chart
Citigroup Com New (C)	0.6	$25M	-23%	178k	139.96	View chart
NVIDIA Corporation (NVDA)	0.6	$24M	+42%	121k	200.07	View chart
Ssga Active Etf Tr St Str Real Etf (RLY)	0.6	$24M		701k	34.51	View chart
Johnson Controls Internation SHS (JCI)	0.6	$24M		164k	146.12	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.6	$24M	+6%	455k	52.60	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.5	$23M	+19%	485k	47.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$23M	+518%	265k	86.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$22M	-4%	99k	227.06	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$21M	+8%	397k	54.02	View chart
Amazon (AMZN)	0.5	$21M	-5%	87k	238.33	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.5	$21M	+10%	502k	41.10	View chart
Walt Disney Company (DIS)	0.5	$21M	+87%	214k	96.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$20M	+4%	94k	217.92	View chart
American Electric Power Company (AEP)	0.5	$20M		147k	136.80	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$20M	+8%	205k	96.49	View chart
Visa Com Cl A (V)	0.5	$20M	+2%	57k	343.06	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.4	$20M	+14%	559k	34.88	View chart
Capital Group New Geography SHS (CGNG)	0.4	$20M	+17%	519k	37.46	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.4	$18M	+2%	355k	51.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$18M	+7%	238k	77.11	View chart
ConocoPhillips (COP)	0.4	$18M		168k	103.96	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$17M	-18%	329k	52.72	View chart
Procter & Gamble Company (PG)	0.4	$17M	+4%	118k	146.63	View chart
Motorola Solutions Com New (MSI)	0.4	$17M	+3%	41k	415.24	View chart
Goldman Sachs Etf S&p 500 Premium (GPIX)	0.4	$17M	+13429%	305k	55.57	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.4	$16M	NEW	571k	28.05	View chart
JPMorgan Chase & Co. (JPM)	0.4	$16M		49k	327.34	View chart
L3harris Technologies (LHX)	0.4	$16M		55k	290.60	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.4	$16M		238k	66.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$16M	+7%	125k	124.75	View chart
Air Products & Chemicals (APD)	0.3	$15M	+3%	52k	293.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$15M		195k	76.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$15M	-4%	30k	500.37	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$15M		31k	477.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$14M		93k	148.30	View chart
EOG Resources (EOG)	0.3	$14M		104k	129.72	View chart
S&p Global (SPGI)	0.3	$14M	+2%	33k	407.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$13M		36k	369.99	View chart
Medtronic SHS (MDT)	0.3	$13M	+5%	169k	78.24	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.3	$13M	+5%	518k	25.44	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	0.3	$13M	+10%	275k	47.53	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$13M	+11%	486k	26.50	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$13M	+8%	138k	92.21	View chart
Becton, Dickinson and (BDX)	0.3	$13M	+7%	84k	151.33	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.3	$13M	+14%	298k	42.33	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$13M	+23%	248k	50.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$13M		53k	236.61	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.3	$12M	+7%	486k	25.52	View chart
American Tower Reit (AMT)	0.3	$12M	+4%	75k	163.57	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$12M	+16%	39k	306.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$12M	+15%	162k	71.25	View chart
Abbott Laboratories (ABT)	0.3	$12M	+9%	127k	90.74	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$11M	+12%	139k	82.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$11M	+9%	137k	82.65	View chart
Cohen & Steers Etf Trust Real Est Act Etf (CSRE)	0.3	$11M	+122%	394k	28.38	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.3	$11M	+179%	351k	31.78	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$11M		30k	365.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$11M		106k	103.89	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.3	$11M	+117%	217k	50.37	View chart
D.R. Horton (DHI)	0.2	$11M	-16%	66k	162.85	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.2	$11M	+9%	307k	34.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$11M	-10%	188k	56.48	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.2	$10M	+6%	131k	79.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$10M	-3%	29k	353.36	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$9.8M	+55%	431k	22.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$9.5M	-6%	60k	158.03	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$9.4M	+4%	103k	90.80	View chart
Merck & Co (MRK)	0.2	$9.3M	-2%	72k	128.53	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$9.2M	+8%	262k	35.03	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$9.1M	+57%	344k	26.52	View chart
Johnson & Johnson (JNJ)	0.2	$8.2M	-4%	32k	253.98	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$8.1M	+35%	65k	124.42	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$8.1M	-2%	85k	95.44	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$8.1M	+27%	164k	49.28	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$7.9M	-37%	104k	76.55	View chart
Chevron Corporation (CVX)	0.2	$7.8M		47k	165.76	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$7.8M	+21%	83k	94.51	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$7.2M	+81%	145k	49.55	View chart
Cisco Systems (CSCO)	0.2	$7.2M	-6%	61k	117.44	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$7.0M	+3%	114k	61.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$6.9M	+9%	9.4k	736.61	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$6.9M	+3%	137k	50.40	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$6.8M	-45%	68k	100.35	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$6.8M	-14%	20k	342.83	View chart
McDonald's Corporation (MCD)	0.2	$6.8M	+2%	25k	270.30	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.2	$6.7M		173k	38.61	View chart
Mastercard Incorporated Cl A (MA)	0.2	$6.7M	-3%	13k	513.24	View chart
Eli Lilly & Co. (LLY)	0.1	$6.4M		5.3k	1199.55	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$6.3M	+10%	131k	48.43	View chart
International Business Machines (IBM)	0.1	$6.2M	+55%	22k	281.27	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$6.1M	+12%	122k	50.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$6.1M	+9%	221k	27.70	View chart
Intercontinental Exchange (ICE)	0.1	$6.1M		49k	123.08	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$6.0M	+34%	268k	22.29	View chart
T Rowe Price Exchange-traded Intl Equity Etf (TOUS)	0.1	$5.9M	+23%	153k	38.37	View chart
Capital Group International SHS (CGIE)	0.1	$5.8M	+56%	158k	36.81	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$5.8M	-7%	114k	50.99	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.1	$5.6M	-13%	163k	34.52	View chart
Bank of America Corporation (BAC)	0.1	$5.6M	-5%	99k	57.00	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$5.6M		52k	107.60	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$5.6M	+58%	139k	40.13	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$5.5M	NEW	151k	36.60	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$5.5M	-4%	109k	50.58	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$5.5M		110k	49.78	View chart
Coca-Cola Company (KO)	0.1	$5.4M		67k	81.23	View chart
Meta Platforms Cl A (META)	0.1	$5.4M	-5%	9.6k	563.12	View chart
Costco Wholesale Corporation (COST)	0.1	$5.4M	-5%	5.7k	935.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$5.3M	-51%	70k	75.52	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.1	$5.3M	+9%	47k	112.13	View chart
Home Depot (HD)	0.1	$5.1M		14k	352.72	View chart
Fundx Invt Tr Futu Fd Oppo Etf (FFOX)	0.1	$5.0M	+2%	165k	30.29	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.1	$4.9M	+50%	98k	50.07	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$4.9M	+9%	6.6k	746.86	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$4.9M	+3%	80k	60.79	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.1	$4.8M	+40%	187k	25.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$4.8M	+310%	60k	80.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$4.8M		91k	52.36	View chart
Ge Aerospace Com New (GE)	0.1	$4.7M	+10%	13k	373.61	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$4.7M	+5%	40k	119.12	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.1	$4.7M	+53195%	220k	21.40	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$4.7M	NEW	93k	50.29	View chart
Lowe's Companies (LOW)	0.1	$4.6M	+3%	21k	220.65	View chart
General Dynamics Corporation (GD)	0.1	$4.5M	-6%	13k	354.28	View chart
Equinix (EQIX)	0.1	$4.5M	-10%	4.3k	1042.03	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$4.5M		236k	19.15	View chart
Dell Technologies CL C (DELL)	0.1	$4.5M	-49%	10k	431.41	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.5M		8.7k	509.23	View chart
Enterprise Products Partners (EPD)	0.1	$4.5M	-11%	121k	36.69	View chart
Charles Schwab Corporation (SCHW)	0.1	$4.4M	-4%	48k	92.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.4M		140k	31.69	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$4.4M	+112%	117k	37.96	View chart
Blackrock (BLK)	0.1	$4.4M		4.6k	962.29	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$4.4M	-28%	102k	43.11	View chart
Prologis (PLD)	0.1	$4.3M		32k	135.40	View chart
Labcorp Holdings Com Shs (LH)	0.1	$4.3M		15k	280.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$4.2M		117k	36.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$4.2M	+8%	6.1k	686.94	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$4.1M		44k	94.84	View chart
Oneok (OKE)	0.1	$4.1M	-10%	47k	86.90	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$4.1M		26k	156.32	View chart
Nextera Energy (NEE)	0.1	$4.1M		46k	87.77	View chart
Analog Devices (ADI)	0.1	$4.0M	-11%	10k	397.09	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$3.9M	-5%	63k	62.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$3.9M		85k	45.89	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$3.9M	+10%	57k	67.57	View chart
Williams Companies (WMB)	0.1	$3.8M	-8%	51k	74.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.7M	+9%	12k	303.19	View chart
General Motors Company (GM)	0.1	$3.7M	-2%	48k	77.12	View chart
Kinder Morgan (KMI)	0.1	$3.7M	-10%	115k	31.94	View chart
Boeing Company (BA)	0.1	$3.6M		17k	216.46	View chart
Verizon Communications (VZ)	0.1	$3.6M		86k	42.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.6M	+19%	61k	59.68	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$3.6M	+3%	73k	49.50	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$3.6M		20k	185.07	View chart
UnitedHealth (UNH)	0.1	$3.6M		8.7k	415.34	View chart
Uber Technologies (UBER)	0.1	$3.6M	-5%	50k	72.12	View chart
Qualcomm (QCOM)	0.1	$3.5M	-19%	19k	184.71	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$3.5M		65k	53.78	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$3.5M	+10%	18k	197.65	View chart
Sherwin-Williams Company (SHW)	0.1	$3.4M	-4%	10k	344.25	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$3.4M	+43%	39k	88.76	View chart
Diamondback Energy (FANG)	0.1	$3.4M	-10%	20k	175.90	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$3.4M		39k	89.14	View chart
Exxon Mobil Corporation (XOM)	0.1	$3.4M	-4%	25k	136.68	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$3.3M	-2%	38k	87.72	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.3M	-3%	6.7k	501.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.3M	+3%	16k	212.67	View chart
Eaton Corp SHS (ETN)	0.1	$3.3M		7.8k	426.17	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$3.3M	-5%	67k	49.40	View chart
Goldman Sachs Etf Nasda 100 Etf (GPIQ)	0.1	$3.3M	+106%	55k	59.28	View chart
MetLife (MET)	0.1	$3.2M		38k	84.64	View chart
Citizens Financial (CFG)	0.1	$3.2M		46k	70.11	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$3.2M	-9%	56k	57.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.2M	+300%	26k	124.08	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$3.2M	+86%	90k	35.23	View chart
Danaher Corporation (DHR)	0.1	$3.2M		17k	190.40	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$3.2M	-3%	27k	118.05	View chart
Vanguard Wellington Us Minimum (VFMV)	0.1	$3.1M	+9%	23k	139.37	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.1	$3.1M		138k	22.46	View chart
Synopsys (SNPS)	0.1	$3.0M	-6%	6.8k	446.15	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.1	$3.0M		111k	27.21	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$3.0M	+7%	34k	87.92	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.0M	-2%	32k	94.58	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$3.0M	+26%	83k	36.25	View chart
Metropcs Communications (TMUS)	0.1	$3.0M	-3%	18k	167.65	View chart
Newmont Mining Corporation (NEM)	0.1	$2.9M		31k	93.40	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$2.9M		15k	190.54	View chart
Emerson Electric (EMR)	0.1	$2.9M		20k	143.09	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$2.9M	+7%	97k	29.43	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$2.9M	+60%	64k	44.48	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.8M	-3%	68k	41.19	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.8M	+6%	34k	82.11	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$2.8M	+95%	31k	91.55	View chart
Ishares Tr Msci Wo Smal Etf (WSML)	0.1	$2.8M	+5%	78k	35.27	View chart
Northrop Grumman Corporation (NOC)	0.1	$2.7M	-17%	5.4k	508.80	View chart
Darden Restaurants (DRI)	0.1	$2.7M		13k	206.10	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$2.7M		66k	40.67	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$2.7M		20k	134.58	View chart
AECOM Technology Corporation (ACM)	0.1	$2.7M		38k	69.82	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$2.7M		73k	36.51	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$2.6M	-3%	60k	43.35	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.6M		8.5k	302.76	View chart
Agnico (AEM)	0.1	$2.6M	-3%	17k	155.11	View chart
J P Morgan Exchange Traded F Infl Mana Bd Etf (JCPI)	0.1	$2.5M	+102%	53k	47.79	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$2.5M	NEW	48k	52.72	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$2.5M	+12%	26k	96.87	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.5M	-9%	8.3k	298.95	View chart
NiSource (NI)	0.1	$2.5M		52k	47.53	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$2.4M	+9201%	47k	50.59	View chart
Caterpillar (CAT)	0.1	$2.4M	-2%	2.2k	1066.67	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.3M	+4%	28k	82.28	View chart
Calamos Etf Tr Ladd S&p 500 Etf (CPSL)	0.1	$2.3M	+6%	82k	27.91	View chart
Boston Scientific Corporation (BSX)	0.1	$2.3M	+9%	53k	42.71	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$2.3M	+4%	111k	20.56	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$2.3M	+37%	25k	90.22	View chart

Past Filings by Capital Analysts

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

Capital Analysts 2026 Q2 filed Aug. 5, 2026
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

View all past filings

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