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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 13 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GOOD GLADSTONE COMMERCIAL CORP Real Estate 747.0 $9K 0.00% +699.0 +1456.2% $12.05 +5.7%
242 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 29.0 $9K 0.00% +1.0 +3.6% $310.34 +8.8%
243 MPWR MONOLITHIC PWR SYS INC Technology 8.0 $9K 0.00% +5.0 +166.7% $1125.00 +45.2%
244 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 65.0 $9K 0.00% +61.0 +1525.0% $138.46 +12.9%
245 SLG SL GREEN RLTY CORP Real Estate 240.0 $9K 0.00% +6.0 +2.6% $37.50 +20.9%
246 WCN WASTE CONNECTIONS INC Industrials 55.0 $9K 0.00% +1.0 +1.9% $163.64 -7.4%
247 DLR DIGITAL RLTY TR INC Real Estate 46.0 $8K 0.00% +4.0 +9.5% $173.91 +10.1%
248 KVUE KENVUE INC Consumer Defensive 437.0 $8K 0.00% +43.0 +10.9% $18.31 -3.6%
249 RYN RAYONIER INC Real Estate 392.0 $8K 0.00% +86.0 +28.1% $20.41 +3.4%
250 BOX BOX INC Technology 277.0 $7K 0.00% +273.0 +6825.0% $25.27 -0.1%
251 FERG FERGUSON ENTERPRISES INC Industrials 29.0 $7K 0.00% +1.0 +3.6% $241.38 -6.2%
252 GEO GEO GROUP INC Industrials 426.0 $7K 0.00% +46.0 +12.1% $16.43 +40.6%
253 ALGN ALIGN TECHNOLOGY INC Healthcare 35.0 $6K 0.00% +2.0 +6.1% $171.43 +1.1%
254 PEGA PEGASYSTEMS INC Technology 145.0 $6K 0.00% +11.0 +8.2% $41.38 -18.2%
255 CORPAY INC 20.0 $6K 0.00% +1.0 +5.3% $300.00
256 TEAM ATLASSIAN CORPORATION Technology 77.0 $5K 0.00% +54.0 +234.8% $64.94 +43.7%
257 FG F&G ANNUITIES & LIFE INC Financial Services 192.0 $5K 0.00% +174.0 +966.7% $26.04 +6.0%
258 TERN TERNS PHARMACEUTICALS INC Healthcare 89.0 $5K 0.00% +84.0 +1680.0% $56.18 -5.7%
259 TR TOOTSIE ROLL INDS INC Consumer Defensive 117.0 $5K 0.00% +3.0 +2.6% $42.74 -11.4%
260 RB GLOBAL INC 54.0 $5K 0.00% +20.0 +58.8% $92.59
Page 13 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%