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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 36 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SOLV SOLVENTUM CORP Healthcare 208.0 $16K 0.00% NEW — $76.92 +16.4%
702 GM GENERAL MTRS CO Consumer Cyclical 200.0 $16K 0.00% NEW — $80.00 +3.3%
703 HUN HUNTSMAN CORP Basic Materials 1,613.0 $16K 0.00% NEW — $9.92 -10.3%
704 FDLO FIDELITY COVINGTON TRUST — 245.0 $16K 0.00% NEW — $65.31 +9.4%
705 AIG AMERICAN INTL GROUP INC Financial Services 192.0 $16K 0.00% NEW — $83.33 -11.0%
706 DK DELEK US HLDGS INC NEW Energy 536.0 $16K 0.00% NEW — $29.85 +127.3%
707 CWT CALIFORNIA WTR SVC GROUP Utilities 362.0 $16K 0.00% NEW — $44.20 +4.5%
708 KFRC KFORCE INC Industrials 515.0 $16K 0.00% NEW — $31.07 +66.0%
709 HOPE HOPE BANCORP INC Financial Services 1,418.0 $16K 0.00% NEW — $11.28 +22.6%
710 USAR USA RARE EARTH INC Basic Materials 1,245.0 $15K 0.00% NEW — $12.05 +26.0%
711 APOS APOLLO GLOBAL MGMT INC — 101.0 $15K 0.00% NEW — $148.51 —
712 KBR KBR INC Industrials 370.0 $15K 0.00% NEW — $40.54 -14.8%
713 WTTR SELECT WATER SOLUTIONS INC Utilities 1,410.0 $15K 0.00% NEW — $10.64 +86.5%
714 KALU KAISER ALUMINUM CORP Basic Materials 133.0 $15K 0.00% NEW — $112.78 +35.3%
715 HSY HERSHEY CO Consumer Defensive 81.0 $15K 0.00% NEW — $185.19 -10.2%
716 CHH CHOICE HOTELS INTL INC Consumer Cyclical 153.0 $15K 0.00% NEW — $98.04 +3.8%
717 STT STATE STR CORP Financial Services 117.0 $15K 0.00% NEW — $128.21 +41.4%
718 CTO CTO RLTY GROWTH INC NEW Real Estate 806.0 $15K 0.00% NEW — $18.61 +11.3%
719 MORN MORNINGSTAR INC Financial Services 70.0 $15K 0.00% NEW — $214.29 -8.5%
720 POR PORTLAND GEN ELEC CO Utilities 314.0 $15K 0.00% NEW — $47.77 -1.9%
Page 36 of 77  ·  1,536 positions

① 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%