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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 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CERS CERUS CORP Healthcare 9,000.0 $16K 0.00% NEW $1.78 +58.3%
22 IHI ISHARES TR 222.0 $12K 0.00% NEW $54.05 -9.0%
23 OLP ONE LIBERTY PPTYS INC Real Estate 576.0 $12K 0.00% NEW $20.83 +13.6%
24 MAS MASCO CORP Industrials 159.0 $10K 0.00% NEW $62.89 +11.8%
25 CSGP COSTAR GROUP INC Real Estate 209.0 $8K 0.00% NEW $38.28 -15.2%
26 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 600.0 $8K 0.00% NEW $13.33 +97.0%
27 ACIW ACI WORLDWIDE INC Technology 159.0 $7K 0.00% NEW $44.03 -3.8%
28 HQY HEALTHEQUITY INC Healthcare 73.0 $6K 0.00% NEW $82.19 +9.3%
29 LW LAMB WESTON HLDGS INC Consumer Defensive 134.0 $6K 0.00% NEW $44.78 -4.6%
30 IOT SAMSARA INC Technology 182.0 $6K 0.00% NEW $32.97 -3.2%
31 UWMC UWM HOLDINGS CORPORATION Financial Services 1,668.0 $6K 0.00% NEW $3.60 -11.6%
32 JETS ETF SER SOLUTIONS 219.0 $5K 0.00% NEW $22.83 +27.4%
33 PICB INVESCO EXCH TRADED FD TR II 238.0 $5K 0.00% NEW $21.01 +12.3%
34 NFBK NORTHFIELD BANCORP INC DEL Financial Services 391.0 $5K 0.00% NEW $12.79 +11.2%
35 VSNT VERSANT MEDIA GROUP INC Industrials 141.0 $5K 0.00% NEW $35.46 +22.5%
36 QS QUANTUMSCAPE CORP Consumer Cyclical 802.0 $5K 0.00% NEW $6.23 +45.6%
37 PCTY PAYLOCITY HLDG CORP Technology 39.0 $4K NEW $102.56 +7.5%
38 XPL SOLITARIO RESOURCES CORP Basic Materials 5,000.0 $4K NEW $0.80 +3.4%
39 ESTC ELASTIC N V Technology 77.0 $4K NEW $51.95 +12.6%
40 ARDT ARDENT HEALTH INC Healthcare 480.0 $4K NEW $8.33 +12.1%
Page 2 of 6  ·  106 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%