Capital Analysts, LLC
Top Portfolio Positions
701 positions ·
$955,605,639 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
199,681 | $50,677,040 | 5.30% | |
| MSFT |
Microsoft Corp
Technology
|
122,592 | $45,379,880 | 4.75% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
35,482 | $30,017,416 | 3.14% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
232,602 | $28,907,775 | 3.03% | |
| RTX |
RTX Corp
Industrials
|
143,812 | $27,741,334 | 2.90% | |
| C |
Citigroup Inc
Financial Services
|
234,081 | $26,547,126 | 2.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
85,506 | $24,588,104 | 2.57% | |
| AVGO |
Broadcom Inc.
Technology
|
76,322 | $23,622,421 | 2.47% | |
| COP |
Conocophillips
Energy
|
166,230 | $21,942,360 | 2.30% | |
| JCI |
Johnson Controls International plc
Industrials
|
167,413 | $21,922,732 | 2.29% |
Portfolio Trend
Holdings in DAIO
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $504 | 159 | Shares | Defined | 2026-02-11 | |
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