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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 6 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ARKX ARK ETF TR 9,481.0 $278K 0.03% +9K +1480.2% $29.32 +27.6%
102 BOND PIMCO ETF TR 2,686.0 $248K 0.03% +1K +61.7% $92.33 -0.2%
103 DIS DISNEY WALT CO Communication Services 2,503.0 $241K 0.03% +30.0 +1.2% $96.28 +5.8%
104 CDNS CADENCE DESIGN SYSTEM INC Technology 859.0 $239K 0.03% +50.0 +6.2% $278.23 +34.8%
105 LIN LINDE PLC Basic Materials 462.0 $229K 0.03% +27.0 +6.2% $495.67 +0.4%
106 ASTS AST SPACEMOBILE INC Technology 2,638.0 $219K 0.03% +164.0 +6.6% $83.02 +36.6%
107 EQX EQUINOX GOLD CORP Basic Materials 15,079.0 $218K 0.03% +4K +40.1% $14.46 -6.1%
108 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,207.0 $204K 0.02% +62.0 +2.9% $92.43 -6.0%
109 TFI SPDR SERIES TRUST 4,426.0 $201K 0.02% +3K +200.5% $45.41 +0.4%
110 GILD GILEAD SCIENCES INC Healthcare 1,431.0 $199K 0.02% +83.0 +6.2% $139.06 -3.3%
111 MDLZ MONDELEZ INTL INC Consumer Defensive 3,393.0 $196K 0.02% +190.0 +5.9% $57.77 +5.9%
112 INTC INTEL CORP Technology 4,401.0 $194K 0.02% +67.0 +1.6% $44.08 +160.2%
113 SCCO SOUTHERN COPPER CORP Basic Materials 1,099.0 $189K 0.02% +6.0 +0.6% $171.97 +11.2%
114 CAT CATERPILLAR INC Industrials 251.0 $178K 0.02% +21.0 +9.1% $709.16 +23.5%
115 MPLX MPLX LP Energy 2,939.0 $168K 0.02% +54.0 +1.9% $57.16 -4.4%
116 YUM YUM BRANDS INC Consumer Cyclical 1,027.0 $160K 0.02% +227.0 +28.4% $155.79 -5.0%
117 XAR SPDR SERIES TRUST 618.0 $157K 0.02% +175.0 +39.5% $254.05 +13.4%
118 NEE NEXTERA ENERGY INC Utilities 1,688.0 $157K 0.02% +66.0 +4.1% $93.01 -6.5%
119 TFSL TFS FINL CORP Financial Services 11,067.0 $155K 0.02% +11K +10000.0% $14.01 +13.6%
120 FEZ SPDR INDEX SHS FDS 2,375.0 $147K 0.02% +606.0 +34.3% $61.89 +9.7%
Page 6 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%