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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 51 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 DRI DARDEN RESTAURANTS INC Consumer Cyclical 18.0 $3K — NEW — $166.67 +24.3%
1002 DELL DELL TECHNOLOGIES INC Technology 22.0 $3K — NEW — $136.36 +293.1%
1003 DVN DEVON ENERGY CORP NEW Energy 80.0 $3K — NEW — $37.50 +30.4%
1004 DLB DOLBY LABORATORIES INC Technology 51.0 $3K — NEW — $58.82 -2.1%
1005 DLTR DOLLAR TREE INC Consumer Defensive 26.0 $3K — NEW — $115.38 -1.6%
1006 DOV DOVER CORP Industrials 14.0 $3K — NEW — $214.29 -12.3%
1007 EQH EQUITABLE HLDGS INC Financial Services 65.0 $3K — NEW — $46.15 +14.0%
1008 FDS FACTSET RESH SYS INC Financial Services 12.0 $3K — NEW — $250.00 +8.5%
1009 AJG GALLAGHER ARTHUR J & CO Financial Services 12.0 $3K — NEW — $250.00 -9.1%
1010 AUSF GLOBAL X FDS — 69.0 $3K — NEW — $43.48 +13.9%
1011 GL GLOBE LIFE INC Financial Services 24.0 $3K — NEW — $125.00 +33.9%
1012 GDDY GODADDY INC Technology 24.0 $3K — NEW — $125.00 -19.4%
1013 GRAL GRAIL INC Healthcare 34.0 $3K — NEW — $88.24 +41.9%
1014 DINO HF SINCLAIR CORP Energy 75.0 $3K — NEW — $40.00 +164.5%
1015 HRL HORMEL FOODS CORP Consumer Defensive 138.0 $3K — NEW — $21.74 -8.7%
1016 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 44.0 $3K — NEW — $68.18 +31.7%
1017 IGIB ISHARES TR — 55.0 $3K — NEW — $54.55 -7.2%
1018 KINS KINGSTONE COS INC Financial Services 183.0 $3K — NEW — $16.39 +11.6%
1019 LLYVA LIBERTY LIVE HOLDINGS INC — 31.0 $3K — NEW — $96.77 —
1020 MRVL MARVELL TECHNOLOGY INC Technology 34.0 $3K — NEW — $88.24 +193.5%
Page 51 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%