Capital Analysts, LLC Portfolio Holdings

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025

Capital Analysts, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.43 Billion distributed in 2122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $301M, Ishares Core S&P 500 ETF with a value of $142M, Fidelity Merrimack Str Tr Tota with a value of $129M, Ishares Tr with a value of $111M, and Ishares Inc with a value of $66.5M.

Examining the 13F form we can see an increase of $426M in the current position value, from $3B to 3.43B.

Capital Analysts, LLC is based out at Fort Washington, PA

Below you can find more details about Capital Analysts, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.43 Billion
ETFs: $2.19 Billion
Technology: $239 Million
Financial Services: $190 Million
Industrials: $106 Million
Healthcare: $90.2 Million
Consumer Cyclical: $70.3 Million
Communication Services: $67.4 Million
Energy: $63.1 Million
Other: $132 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$490B
$1.72 Million 0.05% of portfolio
15,225
Q3 2025 Added 4.8%
$98.1B
$1.31 Million 0.04% of portfolio
7,666
Q3 2025 Added 6.1%
$291B
$1.26 Million 0.04% of portfolio
2,631
Q3 2025 Added 68.76%
$144B
$1.36 Million 0.04% of portfolio
2,982
Q3 2025 Added 4.08%
$12.6B
$1.25 Million 0.04% of portfolio
73,273
Q3 2025 Reduced 0.86%
$971B
$1.52 Million 0.04% of portfolio
1,987
Q3 2025 Reduced 4.7%
$204B
$1.4 Million 0.04% of portfolio
9,932
Q3 2025 Added 11.91%
$237B
$1.46 Million 0.04% of portfolio
8,987
Q3 2025 Reduced 2.17%
$19.5B
$1.48 Million 0.04% of portfolio
2,830
Q3 2025 Added 2.17%
$31.2B
$1.28 Million 0.04% of portfolio
18,278
Q3 2025 Reduced 1.39%
$181B
$1.02 Million 0.03% of portfolio
36,172
Q3 2025 Added 1.69%
-
$1.19 Million 0.03% of portfolio
-
Q3 2025 Reduced 2.19%
$87.8B
$1.13 Million 0.03% of portfolio
2,375
Q3 2025 Reduced 0.42%
$953M
$992,000 0.03% of portfolio
54,383
Q3 2025 Reduced 22.67%
$1.29T
$1.16 Million 0.03% of portfolio
2,602
Q3 2025 Reduced 35.64%
$32.7B
$989,000 0.03% of portfolio
6,557
Q3 2025 Added 0.38%
$11.4B
$919,000 0.03% of portfolio
2,271
Q3 2025 Added 8.61%
$405B
$1.01 Million 0.03% of portfolio
1,038
Q3 2025 Added 1.86%
$64.9B
$1.15 Million 0.03% of portfolio
13,639
Q1 2025 Reduced 11.02%
$183B
$724,000 0.02% of portfolio
2,566
Q3 2025 Added 3.68%
$99.5B
$579,000 0.02% of portfolio
12,828
Q3 2025 Reduced 1.09%
$82.8B
$577,000 0.02% of portfolio
2,001
Q3 2025 Reduced 3.61%
$73.4B
$850,000 0.02% of portfolio
23,935
Q3 2025 Added 240.37%
$86.4B
$535,000 0.02% of portfolio
1,523
Q3 2025 Added 2.35%
$120B
$529,000 0.02% of portfolio
16,851
Q3 2025 Reduced 94.24%
$9.78B
$615,000 0.02% of portfolio
13,665
Q3 2025 Reduced 0.87%
$115B
$747,000 0.02% of portfolio
1,525
Q3 2025 Reduced 1.42%
$96.4B
$657,000 0.02% of portfolio
5,310
Q3 2025 Reduced 0.38%
$156B
$739,000 0.02% of portfolio
6,654
Q3 2025 Reduced 2.36%
$92.7B
$540,000 0.02% of portfolio
2,072
Q1 2025 Added 17.46%
$42.8B
$755,000 0.02% of portfolio
8,538
Q3 2025 Reduced 0.16%
$283B
$650,000 0.02% of portfolio
5,063
Q2 2025 Reduced 0.39%
$61.4B
$721,000 0.02% of portfolio
3,540
Q3 2025 Added 1.69%
$141B
$584,000 0.02% of portfolio
22,905
Q3 2025 Added 10.1%
$132B
$586,000 0.02% of portfolio
2,375
Q3 2025 Added 0.68%
$97.3B
$771,000 0.02% of portfolio
9,118
Q3 2025 Reduced 9.27%
$136B
$517,000 0.02% of portfolio
1,400
Q3 2025 Added 0.94%
$170B
$688,000 0.02% of portfolio
4,759
Q3 2025 Reduced 0.08%
$42.4B
$687,000 0.02% of portfolio
4,522
Q3 2025 Added 33.59%
$51.8B
$568,000 0.02% of portfolio
2,497
Q3 2025 Added 6.48%
$57.9B
$459,000 0.01% of portfolio
2,140
Q3 2025 Added 4.14%
$104B
$435,000 0.01% of portfolio
6,585
Q3 2025 Added 0.46%
$47B
$395,000 0.01% of portfolio
804
Q3 2025 Added 1.13%
$78.2B
$250,000 0.01% of portfolio
772
Q3 2025 Added 33.56%
$197B
$488,000 0.01% of portfolio
2,384
Q3 2025 Added 0.21%
$104B
$311,000 0.01% of portfolio
1,057
Q2 2025 Added 0.28%
$112B
$389,000 0.01% of portfolio
11,300
Q3 2025 Added 3.26%
$89.3B
$449,000 0.01% of portfolio
4,121
Q3 2025 Added 14.6%
$191B
$314,000 0.01% of portfolio
58
Q2 2025 Added 26.09%

Summary

  • Portfolio
  • No. of Stocks 2,122
  • Current Value $3.43 Billion
  • Prior Value $3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 113 stocks
  • Additional Purchases 572 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 291 stocks
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