Capital Analysts, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1624758
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$4.3B
Holdings
1,536
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Capital Analysts, LLC disclosed 1,536 positions worth $4.3B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 75 new positions and exited 76 and a full exit from $HSY. The portfolio is most concentrated in Other (71.4% of disclosed assets). All figures are sourced directly from Capital Analysts, LLC’s Form 13F-HR filing with the SEC under CIK 1624758.
AI Fund Analysis
StableSPDR SERIES TRUST - ST STR
8.1% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
3.8% weight
Held 10 quarters
FIDELITY MERRIMACK STR TR
3.7% weight
Held 10 quarters
ISHARES TR - CORE MSCI EAF
3.0% weight
Held 10 quarters
SPDR SERIES TRUST - ST INT
2.0% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
9 quarters accumulating
FLEXSHARES TR - IBOXX 5YR
9 quarters accumulating
SPDR SERIES TRUST - ST POR
9 quarters accumulating
$BAH9 quarters accumulating
$V9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$351.8M4,003,540 shISHARES TR - CORE S&P500 ETF
—Quality
$164.5M219,719 shFIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$159.5M3,506,392 shISHARES TR - CORE MSCI EAFE
—Quality
$129.8M1,343,998 shSPDR SERIES TRUST - ST INTER BD ETF
—Quality
$88.3M2,637,621 sh- —
Quality
$88.0M688,862 sh ISHARES INC - CORE MSCI EMKT
—Quality
$82.6M997,515 shJ P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
—Quality
$78.0M1,661,909 shFIDELITY COVINGTON TRUST - ENH MID COR ETF
—Quality
$75.6M1,862,959 shFLEXSHARES TR - IBOXX 5YR TRGT
—Quality
$72.4M3,047,739 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $351.8M | 4,003,540 |
| ISHARES TR - CORE S&P500 ETF | — | $164.5M | 219,719 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $159.5M | 3,506,392 |
| ISHARES TR - CORE MSCI EAFE | — | $129.8M | 1,343,998 |
| SPDR SERIES TRUST - ST INTER BD ETF | — | $88.3M | 2,637,621 |
 Invesco Ltd.$IVZ | — | $88.0M | 688,862 |
| ISHARES INC - CORE MSCI EMKT | — | $82.6M | 997,515 |
| J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $78.0M | 1,661,909 |
| FIDELITY COVINGTON TRUST - ENH MID COR ETF | — | $75.6M | 1,862,959 |
| FLEXSHARES TR - IBOXX 5YR TRGT | — | $72.4M | 3,047,739 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Capital Analysts, LLC's 1,536 positions.
Showing top 10 of 1,536 holdings.
Sector Allocation
Other
$3.1B
Technology
$411.7M
Financials
$344.4M
Industrials
$106.6M
Consumer Discretionary
$82.3M
Healthcare
$81.5M
Energy
$69.5M
Utilities
$33.4M
Top Holdings — Capital Analysts, LLC (Q2 2026)
Top 150 of 1,536 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500ETF | $351.8M | 8.1% | +1% | — |
| 2 | — | ISHARES TR - CORE S&P500 ETF | $164.5M | 3.8% | +18% | — |
| 3 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $159.5M | 3.7% | +11% | — |
| 4 | — | ISHARES TR - CORE MSCI EAFE | $129.8M | 3.0% | +2% | — |
| 5 | — | SPDR SERIES TRUST - ST INTER BD ETF | $88.3M | 2.0% | +5% | — |
| 6 | $IVZ | Invesco Ltd. | $88.0M | 2.0% | -1% | — |
| 7 | — | ISHARES INC - CORE MSCI EMKT | $82.6M | 1.9% | -4% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $78.0M | 1.8% | +7% | — |
| 9 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | $75.6M | 1.7% | +1% | — |
| 10 | — | FLEXSHARES TR - IBOXX 5YR TRGT | $72.4M | 1.7% | +3% | — |
| 11 | — | FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL | $69.2M | 1.6% | +1% | — |
| 12 |  $META | Meta Platforms, Inc. | $63.0M | 1.4% | +6% | 79.6 |
| 13 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $60.6M | 1.4% | +9% | — |
| 14 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $60.2M | 1.4% | +8% | — |
| 15 |  $AAPL | Apple Inc. | $56.6M | 1.3% | -2% | 76.4 |
| 16 |  $MSFT | MICROSOFT CORP | $48.7M | 1.1% | +6% | 79.8 |
| 17 | — | ISHARES TR - CORE S&P TTL STK | $47.4M | 1.1% | +1% | — |
| 18 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | $41.1M | 0.9% | +1% | — |
| 19 | — | ISHARES TR - S&P 500 GRWT ETF | $40.9M | 0.9% | +1% | — |
| 20 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $37.6M | 0.9% | +4% | — |
| 21 |  $GOOG | Alphabet Inc. | $36.8M | 0.8% | +20% | 78.2 |
| 22 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $35.9M | 0.8% | +27% | — |
| 23 |  $GS | GOLDMAN SACHS GROUP INC | $35.0M | 0.8% | -3% | 73.5 |
| 24 | — | ISHARES TR - CORE DIV GRWTH | $34.4M | 0.8% | -1% | — |
| 25 | — | ISHARES TR - CORE UNIVRSL USD | $33.0M | 0.8% | +55% | — |
| 26 | — | ISHARES TR - CORE INTL AGGR | $32.5M | 0.8% | -6% | — |
| 27 | — | MFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF | $31.2M | 0.7% | +11% | — |
| 28 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $29.6M | 0.7% | +13% | — |
| 29 |  $AVGO | Broadcom Inc. | $28.4M | 0.7% | -1% | 84.5 |
| 30 | — | ISHARES TR - MSCI US GARP ETF | $27.7M | 0.6% | +1% | — |
| 31 |  $RTX | RTX Corp | $26.9M | 0.6% | -1% | 73.2 |
| 32 | — | SPDR SERIES TRUST - ST STR P500GRW | $26.7M | 0.6% | -1% | — |
| 33 | — | VICTORY PORTFOLIOS II - SHORT TRM BD ETF | $26.2M | 0.6% | +0% | — |
| 34 |  $WMT | Walmart Inc. | $26.1M | 0.6% | -1% | 60.2 |
| 35 |  $MS | MORGAN STANLEY | $25.3M | 0.6% | -1% | 75.8 |
| 36 |  $C | CITIGROUP INC | $24.9M | 0.6% | -24% | 65 |
| 37 |  $NVDA | NVIDIA CORP | $24.2M | 0.6% | +43% | 85.9 |
| 38 | — | SSGA ACTIVE ETF TR - ST STR REAL ETF | $24.2M | 0.6% | +1% | — |
| 39 |  $JCI | Johnson Controls International plc | $24.0M | 0.6% | -2% | — |
| 40 | — | PIMCO ETF TR - INTER MUN BD ACT | $24.0M | 0.6% | +6% | — |
| 41 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $22.9M | 0.5% | +19% | — |
| 42 | — | VANGUARD INDEX FDS - GROWTH ETF | $22.8M | 0.5% | +519% | — |
| 43 | — | ISHARES TR - S&P 500 VAL ETF | $22.4M | 0.5% | -5% | — |
| 44 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $21.4M | 0.5% | +9% | — |
| 45 |  $AMZN | AMAZON COM INC | $20.7M | 0.5% | -5% | 68.7 |
| 46 | $BAH | Booz Allen Hamilton Holding Corp | $20.6M | 0.5% | +10% | 58 |
| 47 |  $DIS | Walt Disney Co | $20.6M | 0.5% | +87% | 60.1 |
| 48 | — | VANGUARD INDEX FDS - VALUE ETF | $20.4M | 0.5% | +4% | — |
| 49 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $20.1M | 0.5% | +1% | 66.8 |
| 50 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $19.8M | 0.5% | +8% | — |
| 51 | $V | VISA INC. | $19.7M | 0.5% | +3% | 82.9 |
| 52 | — | PGIM ETF TR - ACTV HY BD ETF | $19.5M | 0.5% | +15% | — |
| 53 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | $19.5M | 0.5% | +18% | — |
| 54 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $18.4M | 0.4% | +3% | — |
| 55 | — | ISHARES TR - CORE S&P MCP ETF | $18.3M | 0.4% | +7% | — |
| 56 |  $COP | CONOCOPHILLIPS | $17.5M | 0.4% | +1% | 70.2 |
| 57 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $17.3M | 0.4% | -18% | — |
| 58 |  $PG | PROCTER & GAMBLE Co | $17.3M | 0.4% | +4% | 64.6 |
| 59 |  $MSI | Motorola Solutions, Inc. | $17.2M | 0.4% | +3% | 71.8 |
| 60 | — | GOLDMAN SACHS ETF - S&P 500 PREMIUM | $16.9M | 0.4% | NEW | — |
| 61 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $16.0M | 0.4% | NEW | — |
| 62 |  $JPM | JPMORGAN CHASE & CO | $16.0M | 0.4% | -1% | 70.7 |
| 63 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $16.0M | 0.4% | +2% | 64.5 |
| 64 | — | ISHARES TR - GLB INFRASTR ETF | $15.9M | 0.4% | -0% | — |
| 65 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $15.6M | 0.4% | +7% | — |
| 66 |  $APD | Air Products & Chemicals, Inc. | $15.2M | 0.3% | +3% | 46.4 |
| 67 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $14.9M | 0.3% | +1% | — |
| 68 |  $BRK.B | BERKSHIRE HATHAWAY INC | $14.7M | 0.3% | -4% | 73.8 |
| 69 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $14.6M | 0.3% | +2% | — |
| 70 | — | ISHARES TR - CORE S&P SCP ETF | $13.8M | 0.3% | +1% | — |
| 71 |  $EOG | EOG RESOURCES INC | $13.5M | 0.3% | +1% | 71.9 |
| 72 |  $SPGI | S&P Global Inc. | $13.5M | 0.3% | +2% | 76.1 |
| 73 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $13.2M | 0.3% | +1% | — |
| 74 |  $MDT | Medtronic plc | $13.2M | 0.3% | +6% | 68.7 |
| 75 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $13.2M | 0.3% | +5% | — |
| 76 | — | T ROWE PRICE EXCHANGE-TRADED - US EQUI RESH ETF | $13.1M | 0.3% | +11% | — |
| 77 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $12.9M | 0.3% | +11% | — |
| 78 | — | PIMCO ETF TR - ACTIVE BD ETF | $12.7M | 0.3% | +8% | — |
| 79 |  $BDX | BECTON DICKINSON & CO | $12.7M | 0.3% | +7% | 59.1 |
| 80 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $12.6M | 0.3% | +14% | — |
| 81 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $12.5M | 0.3% | +24% | — |
| 82 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $12.5M | 0.3% | -1% | — |
| 83 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $12.4M | 0.3% | +8% | — |
| 84 |  $AMT | AMERICAN TOWER CORP /MA/ | $12.3M | 0.3% | +5% | 66.3 |
| 85 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $12.1M | 0.3% | +16% | — |
| 86 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $11.5M | 0.3% | +16% | — |
| 87 |  $ABT | ABBOTT LABORATORIES | $11.5M | 0.3% | +9% | 65.5 |
| 88 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $11.4M | 0.3% | +12% | — |
| 89 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $11.3M | 0.3% | +9% | — |
| 90 | — | COHEN & STEERS ETF TRUST - REAL EST ACT ETF | $11.2M | 0.3% | +123% | — |
| 91 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $11.2M | 0.3% | +180% | — |
| 92 | — | ISHARES TR - S&P 100 ETF | $11.1M | 0.3% | -0% | — |
| 93 | — | ISHARES TR - MSCI EAFE ETF | $11.1M | 0.3% | -1% | — |
| 94 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $10.9M | 0.3% | +117% | — |
| 95 |  $DHI | HORTON D R INC /DE/ | $10.8M | 0.3% | -16% | 53.6 |
| 96 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $10.6M | 0.2% | +10% | — |
| 97 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $10.6M | 0.2% | -10% | — |
| 98 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $10.4M | 0.2% | +6% | — |
| 99 |  $GOOGL | Alphabet Inc. | $10.2M | 0.2% | -4% | 78.2 |
| 100 | — | ISHARES TR - US TREAS BD ETF | $9.8M | 0.2% | +55% | — |
| 101 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $9.5M | 0.2% | -6% | — |
| 102 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $9.4M | 0.2% | +4% | — |
| 103 |  $MRK | Merck & Co., Inc. | $9.3M | 0.2% | -2% | 59.9 |
| 104 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | $9.2M | 0.2% | +8% | — |
| 105 | — | PIMCO ETF TR - MULTISECTOR BD | $9.1M | 0.2% | +57% | — |
| 106 |  $JNJ | JOHNSON & JOHNSON | $8.2M | 0.2% | -5% | 69 |
| 107 | — | ISHARES TR - EAFE GRWTH ETF | $8.1M | 0.2% | +36% | — |
| 108 | — | ISHARES TR - CORE MSCI TOTAL | $8.1M | 0.2% | -3% | — |
| 109 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $8.1M | 0.2% | +28% | — |
| 110 | — | ISHARES TR - EAFE VALUE ETF | $7.9M | 0.2% | -38% | — |
| 111 |  $CVX | CHEVRON CORP | $7.8M | 0.2% | -1% | 62.8 |
| 112 | — | ISHARES TR - MBS ETF | $7.8M | 0.2% | +22% | — |
| 113 | — | PGIM ETF TR - PGIM ULTRA SH BD | $7.2M | 0.2% | +82% | — |
| 114 |  $CSCO | CISCO SYSTEMS, INC. | $7.2M | 0.2% | -7% | 70.3 |
| 115 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $7.0M | 0.2% | +3% | — |
| 116 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.9M | 0.2% | +9% | — |
| 117 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $6.9M | 0.2% | +3% | — |
| 118 | — | ISHARES TR - 10-20 YR TRS ETF | $6.8M | 0.2% | -45% | — |
| 119 | — | ISHARES TR - MSCI USA MMENTM | $6.8M | 0.2% | -15% | — |
| 120 |  $MCD | MCDONALDS CORP | $6.8M | 0.2% | +2% | 69 |
| 121 | — | NORTHERN LIGHTS FD TR - TOEWS AGILTY SHS | $6.7M | 0.1% | +0% | — |
| 122 |  $MA | Mastercard Inc | $6.7M | 0.1% | -4% | 85.1 |
| 123 |  $LLY | ELI LILLY & Co | $6.4M | 0.1% | -0% | 87.5 |
| 124 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $6.3M | 0.1% | +10% | — |
| 125 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $6.2M | 0.1% | +55% | 70 |
| 126 |  $WT | WisdomTree, Inc. | $6.1M | 0.1% | +13% | 59.9 |
| 127 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $6.1M | 0.1% | +9% | — |
| 128 |  $ICE | Intercontinental Exchange, Inc. | $6.1M | 0.1% | -1% | 73.7 |
| 129 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $6.0M | 0.1% | +35% | — |
| 130 | — | T ROWE PRICE EXCHANGE-TRADED - INTL EQUITY ETF | $5.9M | 0.1% | +24% | — |
| 131 | — | CAPITAL GROUP INTERNATIONAL - SHS | $5.8M | 0.1% | +57% | — |
| 132 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $5.8M | 0.1% | -7% | — |
| 133 | — | THORNBURG ETF TR - INTL EQUITY ETF | $5.6M | 0.1% | -13% | — |
| 134 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.6M | 0.1% | -5% | 67.6 |
| 135 | — | ISHARES TR - NATIONAL MUN ETF | $5.6M | 0.1% | +2% | — |
| 136 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $5.6M | 0.1% | +59% | — |
| 137 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $5.5M | 0.1% | NEW | — |
| 138 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $5.5M | 0.1% | -4% | — |
| 139 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $5.5M | 0.1% | -2% | — |
| 140 |  $KO | COCA COLA CO | $5.4M | 0.1% | -1% | 69.5 |
| 141 | $META | Meta Platforms, Inc. | $5.4M | 0.1% | -6% | 79.6 |
| 142 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.4M | 0.1% | -5% | 66.1 |
| 143 |  $IAU | ISHARES GOLD TRUST | $5.3M | 0.1% | -51% | — |
| 144 |  $STT | STATE STREET CORP | $5.3M | 0.1% | +9% | 71.5 |
| 145 |  $HD | HOME DEPOT, INC. | $5.1M | 0.1% | -1% | 60.3 |
| 146 | — | FUNDX INVT TR - FUTU FD OPPO ETF | $5.0M | 0.1% | +2% | — |
| 147 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | $4.9M | 0.1% | +51% | — |
| 148 |  $SPY | SPDR S&P 500 ETF TRUST | $4.9M | 0.1% | +10% | — |
| 149 | — | SPDR SERIES TRUST - ST STR P500VAL | $4.9M | 0.1% | +4% | — |
| 150 | — | CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETF | $4.8M | 0.1% | +41% | — |
New Positions (75)
BLACKROCK ETF TRUST - ISHA SYST AL ETF$16.0M
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$5.5M
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$4.7M
INNOVATOR ETFS TRUST - LADERD ALCTN PWR$2.5M
$AEE AMEREN CORP$2.2M
$HONA Honeywell Aerospace Inc.$1.7M VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF$1.3M
JANUS DETROIT STR TR - HEND EQ HIGH ETF$223,000
INNOVATOR ETFS TRUST - U S EQ 10 BUFFER$191,000
INNOVATOR ETFS TRUST - US EQT ULTRA BF$124,000
$ADM Archer-Daniels-Midland Co$113,000 DIMENSIONAL ETF TRUST - US COR EQU 2 ETF$111,000
JANUS DETROIT STR TR - HEND EQ LI MODE$110,000
CAPITAL GRP FIXED INCM ETF T - HIGH YIELD BOND$103,000
NEUBERGER BERMAN ETF TRUST - OPT STRATEGY ETF$100,000
Exited Positions (76)
$HSY HERSHEY CO
$ROP ROPER TECHNOLOGIES INC
$UNM Unum Group INNOVATOR ETFS TRUST
$EA ELECTRONIC ARTS INC.
$IR Ingersoll Rand Inc. PACER FDS TR
$FSK FS KKR Capital Corp AMPLIFY ETF TR
$MSIF MSC INCOME FUND, INC. SPDR SERIES TRUST
$LII LENNOX INTERNATIONAL INC
$EPR EPR PROPERTIES PACER FDS TR
$RSG REPUBLIC SERVICES, INC.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Capital Analysts, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Capital Analysts, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Capital Analysts, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Capital Analysts, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Capital Analysts, LLC (SEC CIK: 1624758), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Capital Analysts, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.