Capital Analysts, LLC
Annual return '25
+21.4%
SPY '25
+17.7%
Alpha
+3.7ptsvs SPY
Invested
$3.8M
Holdings
1,536
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q1 2026: Increased +9.3% (3.81M → 4.16M shares)
8.0%
02
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Exited (was 626.9k shares)
3.8%
03
$IVV
ISHARES TR
Q1 2026: Increased +1.3% (28.1k → 28.5k shares)
3.2%
04
$IEFA
ISHARES TR
Q1 2026: Sold 7.2% (55.1k → 51.2k shares)
3.1%
05
$SPIB
SPDR SERIES TRUST
Q1 2026: New position (11.8k shares)
2.2%
06
$RWL
INVESCO EXCH TRADED FD TR II
Q4 2025: Exited (was 300 shares)
2.1%
07
$JCPB
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 329.2k shares)
1.9%
08
$IEMG
ISHARES INC
Q1 2026: Increased +11.3% (849.7k → 945.6k shares)
1.9%
09
$TDTF
FLEXSHARES TR
Q4 2025: Exited (was 534.5k shares)
1.9%
10
$FMDE
FIDELITY COVINGTON TRUST
Q1 2026: New position (46.8k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:22 UTC.