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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 13 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PFE PFIZER INC Healthcare 11,985.0 $298K 0.03% NEW $24.86 +4.9%
242 KO COCA COLA CO Consumer Defensive 4,238.0 $296K 0.03% NEW $69.84 +14.7%
243 FDX FEDEX CORP Industrials 1,021.0 $295K 0.03% NEW $288.93 +42.4%
244 SPMD SPDR SERIES TRUST 5,100.0 $295K 0.03% NEW $57.84 +12.9%
245 FLEX FLEX LTD Technology 4,693.0 $284K 0.03% NEW $60.52 +145.8%
246 JSML JANUS DETROIT STR TR 3,864.0 $284K 0.03% NEW $73.50 +17.8%
247 TPR TARGA RES CORP Consumer Cyclical 1,528.0 $282K 0.03% NEW $184.55 -21.5%
248 DE DEERE & CO Industrials 605.0 $282K 0.03% NEW $466.12 +15.5%
249 HII HUNTINGTON INGALLS INDS INC Industrials 826.0 $281K 0.03% NEW $340.19 -9.6%
250 DIS DISNEY WALT CO Communication Services 2,473.0 $281K 0.03% NEW $113.63 -9.2%
251 NUKZ EXCHANGE TRADED CONCEPTS TRU 4,391.0 $279K 0.03% NEW $63.54 +11.7%
252 ADBE ADOBE INC Technology 791.0 $277K 0.03% NEW $350.19 -28.1%
253 LRGF ISHARES TR 3,927.0 $273K 0.03% NEW $69.52 +9.8%
254 J P MORGAN EXCHANGE TRADED F 4,261.0 $269K 0.03% NEW $63.13
255 GRPM INVESCO EXCHANGE TRADED FD T 2,191.0 $263K 0.03% NEW $120.04 +5.9%
256 SUB ISHARES TR 2,452.0 $262K 0.03% NEW $106.85 -0.3%
257 APD AIR PRODS & CHEMS INC Basic Materials 1,044.0 $258K 0.03% NEW $247.13 +13.4%
258 NFRA FLEXSHARES TR 4,201.0 $254K 0.03% NEW $60.46 +8.9%
259 AFL AFLAC INC Financial Services 2,293.0 $253K 0.03% NEW $110.34 +2.9%
260 CDNS CADENCE DESIGN SYSTEM INC Technology 809.0 $253K 0.03% NEW $312.73 +19.6%
Page 13 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%