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Portfolio (Quarterly) Guide ↗

Capital Advisors, Ltd. LLC

· CIK 0001597878
13F Portfolio $880M AUM 1,555 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 326 Added 239 Reduced 87 Exited
Page 10 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TBG EA SERIES TRUST 1,294.0 $45K 0.01% +209.0 +19.3% $34.78 +6.3%
182 JKHY HENRY JACK & ASSOC INC Technology 284.0 $45K 0.01% +46.0 +19.3% $158.45 -14.0%
183 NNN NNN REIT INC Real Estate 1,067.0 $45K 0.01% +124.0 +13.2% $42.17 +5.5%
184 BSX BOSTON SCIENTIFIC CORP Healthcare 650.0 $41K 0.01% +128.0 +24.5% $63.08 -23.4%
185 HPQ HP INC Technology 2,136.0 $41K 0.01% +65.0 +3.1% $19.19 +40.9%
186 NEM NEWMONT CORP Basic Materials 364.0 $39K 0.00% +6.0 +1.7% $107.14 +2.5%
187 PANW PALO ALTO NETWORKS INC Technology 235.0 $38K 0.00% +121.0 +106.1% $161.70 +74.2%
188 FFIV F5 INC Technology 124.0 $36K 0.00% +66.0 +113.8% $290.32 +32.1%
189 OGE OGE ENERGY CORP Utilities 744.0 $36K 0.00% +739.0 +10000.0% $48.39 -2.4%
190 CHTR CHARTER COMMUNICATIONS INC Communication Services 156.0 $34K 0.00% +17.0 +12.2% $217.95 -33.9%
191 CRWD CROWDSTRIKE HLDGS INC Technology 84.0 $33K 0.00% +7.0 +9.1% $392.86 +86.1%
192 TGT TARGET CORP Consumer Defensive 273.0 $33K 0.00% +194.0 +245.6% $120.88 +5.1%
193 IYG ISHARES TR 379.0 $31K 0.00% +126.0 +49.8% $81.79 +6.8%
194 EOG EOG RES INC Energy 198.0 $29K 0.00% +1.0 +0.5% $146.46 -8.9%
195 ADSK AUTODESK INC Technology 113.0 $27K 0.00% +35.0 +44.9% $238.94 -3.2%
196 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 330.0 $24K 0.00% +66.0 +25.0% $72.73 +21.1%
197 TYL TYLER TECHNOLOGIES INC Technology 70.0 $24K 0.00% +51.0 +268.4% $342.86 -8.7%
198 AON AON PLC Financial Services 73.0 $24K 0.00% +1.0 +1.4% $328.77 -3.9%
199 EBAY EBAY INC. Consumer Cyclical 256.0 $23K 0.00% +25.0 +10.8% $89.84 +21.6%
200 LVS LAS VEGAS SANDS CORP Consumer Cyclical 430.0 $23K 0.00% +4.0 +0.9% $53.49 -5.5%
Page 10 of 17  ·  326 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.5%
Technology 14.5%
Consumer Cyclical 9.4%
Industrials 8.1%
Healthcare 4.4%
Communication Services 3.4%
Consumer Defensive 2.5%
Energy 2.1%
Utilities 0.9%
Basic Materials 0.8%