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Portfolio (Quarterly) Guide ↗

Capital Advisors, Ltd. LLC

· CIK 0001597878
13F Portfolio $887M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1536 New
Page 23 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SNPS SYNOPSYS INC Technology 141.0 $66K 0.01% NEW $468.09 -11.8%
442 ET ENERGY TRANSFER L P Energy 3,922.0 $65K 0.01% NEW $16.57 +23.6%
443 CVS CVS HEALTH CORP Healthcare 819.0 $65K 0.01% NEW $79.37 +8.2%
444 C CITIGROUP INC Financial Services 546.0 $64K 0.01% NEW $117.22 +12.6%
445 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 162.0 $64K 0.01% NEW $395.06 -37.6%
446 FCX FREEPORT-MCMORAN INC Basic Materials 1,269.0 $64K 0.01% NEW $50.43 +43.9%
447 MU MICRON TECHNOLOGY INC Technology 224.0 $64K 0.01% NEW $285.71 +275.2%
448 NOW SERVICENOW INC Technology 412.0 $63K 0.01% NEW $152.91 -7.9%
449 LITE LUMENTUM HLDGS INC Technology 170.0 $63K 0.01% NEW $370.59 +152.8%
450 TDOC TELEDYNE TECHNOLOGIES INC Healthcare 124.0 $63K 0.01% NEW $508.06 -98.8%
451 IWN ISHARES TR 349.0 $63K 0.01% NEW $180.52 +18.2%
452 SPG SIMON PPTY GROUP INC NEW Real Estate 343.0 $63K 0.01% NEW $183.67 +11.2%
453 VSS VANGUARD INTL EQUITY INDEX F 433.0 $62K 0.01% NEW $143.19 +9.7%
454 TWLO TWILIO INC Communication Services 436.0 $62K 0.01% NEW $142.20 +104.4%
455 WGS GENEDX HOLDINGS CORP Healthcare 466.0 $61K 0.01% NEW $130.90 -34.9%
456 CL COLGATE PALMOLIVE CO Consumer Defensive 772.0 $61K 0.01% NEW $79.02 +8.8%
457 DKS DICKS SPORTING GOODS INC Consumer Cyclical 309.0 $61K 0.01% NEW $197.41 -33.0%
458 WELL WELLTOWER INC Real Estate 328.0 $61K 0.01% NEW $185.98 +23.6%
459 TMUS TAIWAN SEMICONDUCTOR MFG LTD Communication Services 197.0 $60K 0.01% NEW $304.57 -45.6%
460 O REALTY INCOME CORP Real Estate 1,062.0 $60K 0.01% NEW $56.50 -1.6%
Page 23 of 77  ·  1,536 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 54.0%
Technology 17.1%
Consumer Cyclical 8.8%
Industrials 6.7%
Healthcare 4.6%
Communication Services 2.5%
Consumer Defensive 2.4%
Energy 1.4%
Real Estate 0.9%
Utilities 0.9%