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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 7 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JSMD JANUS DETROIT STR TR 1,787.0 $142K 0.02% +85.0 +5.0% $79.46 +20.3%
122 DUK DUKE ENERGY CORP NEW Utilities 1,066.0 $140K 0.02% +117.0 +12.3% $131.33 -6.6%
123 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,269.0 $138K 0.02% +20.0 +0.9% $60.82 -6.0%
124 AMT AMERICAN TOWER CORP Real Estate 781.0 $135K 0.01% +26.0 +3.4% $172.86 +8.2%
125 PAYX PAYCHEX INC Industrials 1,418.0 $131K 0.01% +18.0 +1.3% $92.38 +5.0%
126 SLB SLB LIMITED Energy 2,503.0 $129K 0.01% +214.0 +9.3% $51.54 +5.8%
127 MFDX PIMCO EQUITY SER 3,195.0 $127K 0.01% +474.0 +17.4% $39.75 +6.2%
128 VRP INVESCO EXCH TRADED FD TR II 5,258.0 $126K 0.01% +50.0 +1.0% $23.96 +1.7%
129 TJX TJX COS INC NEW Consumer Cyclical 774.0 $124K 0.01% +768.0 +10000.0% $160.21 -3.4%
130 BKNG BOOKING HOLDINGS INC Consumer Cyclical 29.0 $122K 0.01% +5.0 +20.8% $4206.90 -96.0%
131 FITB FIFTH THIRD BANCORP Financial Services 2,474.0 $115K 0.01% +2K +178.6% $46.48 +7.4%
132 ITDB ISHARES TR 3,430.0 $112K 0.01% +613.0 +21.8% $32.65 +7.4%
133 PGR PROGRESSIVE CORP Financial Services 555.0 $110K 0.01% +96.0 +20.9% $198.20 -3.9%
134 CMCSA COMCAST CORP NEW Communication Services 3,845.0 $110K 0.01% +146.0 +4.0% $28.61 -13.1%
135 NVR NVR INC Consumer Cyclical 15.0 $99K 0.01% +1.0 +7.1% $6600.00 -7.5%
136 KR KROGER CO Consumer Defensive 1,311.0 $95K 0.01% +67.0 +5.4% $72.46 -14.2%
137 SCHC SCHWAB STRATEGIC TR 1,969.0 $92K 0.01% +530.0 +36.8% $46.72 +8.7%
138 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 468.0 $92K 0.01% +261.0 +126.1% $196.58 +14.0%
139 DYNF BLACKROCK ETF TRUST 1,580.0 $92K 0.01% +932.0 +143.8% $58.23 +15.9%
140 PLD PROLOGIS INC. Real Estate 690.0 $91K 0.01% +37.0 +5.7% $131.88 +8.8%
Page 7 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%