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Portfolio (Quarterly) Guide ↗

Capital Advisors, Ltd. LLC

· CIK 0001597878
13F Portfolio $880M AUM 1,555 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 326 Added 239 Reduced 87 Exited
Page 13 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DE DEERE & CO Industrials 559.0 $315K 0.04% -46.0 -7.6% $563.51 -4.5%
242 DHR DANAHER CORP DEL Healthcare 1,661.0 $315K 0.04% -12.0 -0.7% $189.64 -3.7%
243 IDV ISHARES TR 7,346.0 $313K 0.04% -299.0 -3.9% $42.61 +4.9%
244 XLV SELECT SECTOR SPDR TR 2,097.0 $307K 0.04% $146.40 +2.5%
245 FLEX FLEXTRONICS INTL LTD Technology 4,693.0 $307K 0.04% $65.42 +127.4%
246 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,044.0 $303K 0.03% $290.23 -3.4%
247 MSCI MSCI INC Financial Services 563.0 $303K 0.03% $538.19 +17.6%
248 SYK STRYKER CORPORATION Healthcare 921.0 $303K 0.03% +20.0 +2.2% $328.99 -6.2%
249 SPMD SPDR SERIES TRUST 5,100.0 $302K 0.03% $59.22 +10.3%
250 URI UNITED RENTALS INC Industrials 415.0 $302K 0.03% $727.71 +36.5%
251 GS GOLDMAN SACHS GROUP INC Financial Services 348.0 $294K 0.03% $844.83 +19.8%
252 FANG DIAMONDBACK ENERGY INC Energy 1,480.0 $293K 0.03% $197.97 -2.1%
253 NUKZ EXCHANGE TRADED CONCEPTS TRU 4,391.0 $289K 0.03% $65.82 +7.9%
254 JHPI JOHN HANCOCK EXCHANGE TRADED 12,599.0 $284K 0.03% +2K +14.8% $22.54 +1.6%
255 VWO VANGUARD INTL EQUITY INDEX F 5,259.0 $284K 0.03% +992.0 +23.2% $54.00 +10.9%
256 MEAR ISHARES U S ETF TR 5,605.0 $282K 0.03% +1K +25.0% $50.31 -0.0%
257 WFC WELLS FARGO & CO Financial Services 3,514.0 $280K 0.03% +112.0 +3.3% $79.68 -3.1%
258 MDT MEDTRONIC PLC Healthcare 3,231.0 $280K 0.03% -35.0 -1.1% $86.66 -12.9%
259 OKE ONEOK INC NEW Energy 3,090.0 $279K 0.03% $90.29 -5.6%
260 JSML JANUS DETROIT STR TR 3,981.0 $279K 0.03% +117.0 +3.0% $70.08 +23.6%
Page 13 of 78  ·  1,555 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 53.5%
Technology 14.5%
Consumer Cyclical 9.4%
Industrials 8.1%
Healthcare 4.4%
Communication Services 3.4%
Consumer Defensive 2.5%
Energy 2.1%
Utilities 0.9%
Basic Materials 0.8%