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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 15 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XLB SELECT SECTOR SPDR TR 4,359.0 $218K 0.03% -219.0 -4.8% $50.01 +2.8%
282 EQX EQUINOX GOLD CORP Basic Materials 15,079.0 $218K 0.03% +4K +40.1% $14.46 -11.4%
283 ARKK ARK ETF TR 3,204.0 $217K 0.03% $67.73 +18.3%
284 INTU INTUIT Technology 502.0 $217K 0.03% -118.0 -19.0% $432.27 -24.5%
285 TOLZ PROSHARES TR 3,600.0 $216K 0.03% $60.00 +0.3%
286 VO VANGUARD INDEX FDS 746.0 $214K 0.02% $286.86 -72.5%
287 PSX PHILLIPS 66 Energy 1,165.0 $212K 0.02% -55.0 -4.5% $181.97 -2.6%
288 MMM 3M CO Industrials 1,450.0 $211K 0.02% $145.52 +5.7%
289 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,207.0 $204K 0.02% +62.0 +2.9% $92.43 -3.9%
290 VNQ VANGUARD INDEX FDS 2,304.0 $204K 0.02% $88.54 +8.6%
291 FLOT ISHARES TR 3,966.0 $202K 0.02% $50.93 +0.3%
292 TFI SPDR SERIES TRUST 4,426.0 $201K 0.02% +3K +200.5% $45.41 +0.4%
293 IWR ISHARES TR 2,047.0 $199K 0.02% $97.22 +10.1%
294 GILD GILEAD SCIENCES INC Healthcare 1,431.0 $199K 0.02% +83.0 +6.2% $139.06 -1.5%
295 MPC MARATHON PETE CORP Energy 817.0 $199K 0.02% $243.57 +2.9%
296 EMGF ISHARES INC 3,274.0 $198K 0.02% -361.0 -9.9% $60.48 +21.6%
297 MDLZ MONDELEZ INTL INC Consumer Defensive 3,393.0 $196K 0.02% +190.0 +5.9% $57.77 +7.3%
298 INTC INTEL CORP Technology 4,401.0 $194K 0.02% +67.0 +1.6% $44.08 +167.2%
299 SCCO SOUTHERN COPPER CORP Basic Materials 1,099.0 $189K 0.02% +6.0 +0.6% $171.97 +10.0%
300 VPU VANGUARD WORLD FD 941.0 $187K 0.02% $198.72 -2.9%
Page 15 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%