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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 10 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MRK MERCK & CO INC Healthcare 4,486.0 $472K 0.05% NEW $105.22 +12.5%
182 COWZ PACER FDS TR 7,837.0 $472K 0.05% NEW $60.23 +8.1%
183 IGM ISHARES TR 3,638.0 $470K 0.05% NEW $129.19 +27.4%
184 WMT WALMART INC Consumer Defensive 4,211.0 $469K 0.05% NEW $111.37 +4.3%
185 MCK MCKESSON CORP Healthcare 564.0 $463K 0.05% NEW $820.92 -8.0%
186 IDU ISHARES TR 4,258.0 $461K 0.05% NEW $108.27 +3.5%
187 RSG REPUBLIC SVCS INC Industrials 2,157.0 $457K 0.05% NEW $211.87 -3.9%
188 SCHA SCHWAB STRATEGIC TR 15,380.0 $438K 0.05% NEW $28.48 +19.0%
189 SHM SPDR SERIES TRUST 9,097.0 $437K 0.05% NEW $48.04 -0.3%
190 PLTR PALANTIR TECHNOLOGIES INC Technology 2,459.0 $437K 0.05% NEW $177.71 -12.5%
191 ABT ABBOTT LABS Healthcare 3,478.0 $436K 0.05% NEW $125.36 -30.9%
192 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 717.0 $433K 0.05% NEW $603.91 +12.6%
193 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,665.0 $428K 0.05% NEW $257.06 -14.0%
194 BX BLACKSTONE INC Financial Services 2,773.0 $427K 0.05% NEW $153.98 -25.0%
195 SPGI S&P GLOBAL INC Financial Services 817.0 $427K 0.05% NEW $522.64 -18.9%
196 IWP ISHARES TR 3,108.0 $426K 0.05% NEW $137.07 +3.5%
197 BAC BANK AMERICA CORP Financial Services 7,580.0 $417K 0.05% NEW $55.01 -6.9%
198 RTX RTX CORPORATION Industrials 2,275.0 $417K 0.05% NEW $183.30 -2.9%
199 INTU INTUIT Technology 620.0 $411K 0.05% NEW $662.90 -50.8%
200 NFLX NETFLIX INC Communication Services 4,383.0 $411K 0.05% NEW $93.77 -8.4%
Page 10 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 53.3%
Technology 16.9%
Consumer Cyclical 8.6%
Industrials 6.6%
Healthcare 4.5%
Communication Services 3.7%
Consumer Defensive 2.4%
Energy 1.5%
Real Estate 0.9%
Utilities 0.8%