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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 9 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VEEV VEEVA SYS INC Healthcare 370.0 $65K 0.01% +4.0 +1.1% $175.68 -0.8%
162 CB CHUBB LTD SWITZ Financial Services 200.0 $65K 0.01% +68.0 +51.5% $325.00 -4.1%
163 C CITIGROUP INC Financial Services 551.0 $62K 0.01% +5.0 +0.9% $112.52 +11.9%
164 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 959.0 $59K 0.01% +246.0 +34.5% $61.52 -9.4%
165 GEV GE VERNOVA INC Utilities 67.0 $59K 0.01% +3.0 +4.7% $880.60 +10.0%
166 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 786.0 $57K 0.01% +5.0 +0.6% $72.52 +10.0%
167 TWLO TWILIO INC Communication Services 444.0 $56K 0.01% +8.0 +1.8% $126.13 +51.2%
168 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 163.0 $54K 0.01% +1.0 +0.6% $331.29 -8.8%
169 NOW SERVICENOW INC Technology 516.0 $54K 0.01% +104.0 +25.2% $104.65 +18.8%
170 WAT WATERS CORP Healthcare 182.0 $54K 0.01% +69.0 +61.1% $296.70 +29.3%
171 ANET ARISTA NETWORKS INC Technology 420.0 $52K 0.01% +122.0 +40.9% $123.81 +28.8%
172 CBOE CBOE GLOBAL MKTS INC Financial Services 185.0 $52K 0.01% +62.0 +50.4% $281.08 +18.7%
173 VCIT VANGUARD SCOTTSDALE FDS 633.0 $52K 0.01% +381.0 +151.2% $82.15 +0.9%
174 YUMC YUM CHINA HLDGS INC Consumer Cyclical 1,036.0 $51K 0.01% +164.0 +18.8% $49.23 -13.8%
175 HYS PIMCO ETF TR 532.0 $50K 0.01% +8.0 +1.5% $93.98 -0.1%
176 TEX TEREX CORP NEW Industrials 851.0 $50K 0.01% +762.0 +856.2% $58.75 -1.0%
177 MSI MOTOROLA SOLUTIONS INC Technology 112.0 $49K 0.01% +15.0 +15.5% $437.50 -7.8%
178 JCI JOHNSON CONTROLS INTERNATION Industrials 366.0 $48K 0.01% +5.0 +1.4% $131.15 +2.2%
179 ADC AGREE RLTY CORP Real Estate 615.0 $46K 0.01% +69.0 +12.6% $74.80 -0.9%
180 SRE SEMPRA Utilities 472.0 $46K 0.01% +52.0 +12.4% $97.46 -8.6%
Page 9 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%