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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 16 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CANADIAN PACIFIC KANSAS CITY 2,305.0 $170K 0.02% NEW $73.75
302 GILD GILEAD SCIENCES INC Healthcare 1,348.0 $165K 0.02% NEW $122.40 +11.1%
303 BYD BOYD GAMING CORP Consumer Cyclical 1,901.0 $162K 0.02% NEW $85.22 -2.2%
304 IWO ISHARES TR 498.0 $161K 0.02% NEW $323.29 +17.0%
305 SO SOUTHERN CO Utilities 1,850.0 $161K 0.02% NEW $87.03 +5.7%
306 INTC INTEL CORP Technology 4,334.0 $160K 0.02% NEW $36.92 +223.5%
307 QLC FLEXSHARES TR 1,949.0 $158K 0.02% NEW $81.07 +11.0%
308 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 6,561.0 $158K 0.02% NEW $24.08 +12.2%
309 PAYX PAYCHEX INC Industrials 1,400.0 $157K 0.02% NEW $112.14 -14.0%
310 PSX PHILLIPS 66 Energy 1,220.0 $157K 0.02% NEW $128.69 +37.0%
311 SCCO SOUTHERN COPPER CORP Basic Materials 1,093.0 $157K 0.02% NEW $143.64 +33.7%
312 GWX SPDR INDEX SHS FDS 3,825.0 $156K 0.02% NEW $40.78 +14.7%
313 BOND PIMCO ETF TR 1,661.0 $155K 0.02% NEW $93.32 -1.2%
314 MPLX MPLX LP Energy 2,885.0 $154K 0.02% NEW $53.38 +2.2%
315 IDXX IDEXX LABS INC Healthcare 228.0 $154K 0.02% NEW $675.44 -15.7%
316 LHX L3HARRIS TECHNOLOGIES INC Industrials 525.0 $154K 0.02% NEW $293.33 +6.0%
317 EQX EQUINOX GOLD CORP Basic Materials 10,765.0 $151K 0.02% NEW $14.03 -6.3%
318 TXT TFS FINL CORP Industrials 11,089.0 $148K 0.02% NEW $13.35 +582.2%
319 IAU ISHARES GOLD TR Financial Services 1,812.0 $147K 0.02% NEW $81.13 +5.9%
320 WSM WILLIAMS SONOMA INC Consumer Cyclical 817.0 $146K 0.02% NEW $178.70 +16.0%
Page 16 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%