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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 17 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CAH CARDINAL HEALTH INC Healthcare 682.0 $140K 0.02% NEW $205.28 -3.4%
322 JSMD JANUS DETROIT STR TR 1,702.0 $139K 0.02% NEW $81.67 +16.2%
323 VOO VANGUARD INDEX FDS 218.0 $137K 0.01% NEW $628.44 +10.8%
324 L LOEWS CORP Financial Services 1,296.0 $136K 0.01% NEW $104.94 -0.3%
325 T AT&T INC Communication Services 5,475.0 $136K 0.01% NEW $24.84 -0.5%
326 DAL DELTA AIR LINES INC DEL Industrials 1,923.0 $133K 0.01% NEW $69.16 +21.1%
327 IDHQ INVESCO EXCH TRADED FD TR II 3,792.0 $133K 0.01% NEW $35.07 +19.2%
328 MPC MARATHON PETE CORP Energy 817.0 $133K 0.01% NEW $162.79 +52.1%
329 VZ VERIZON COMMUNICATIONS INC Communication Services 3,267.0 $133K 0.01% NEW $40.71 +17.3%
330 AMT AMERICAN TOWER CORP NEW Real Estate 755.0 $133K 0.01% NEW $176.16 +5.7%
331 CAT CATERPILLAR INC Industrials 230.0 $132K 0.01% NEW $573.91 +53.4%
332 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 3,535.0 $131K 0.01% NEW $37.06 -12.0%
333 COP CONOCOPHILLIPS Energy 1,399.0 $131K 0.01% NEW $93.64 +20.4%
334 NEE NEXTERA ENERGY INC Utilities 1,622.0 $130K 0.01% NEW $80.15 +7.9%
335 BKNG BOOKING HOLDINGS INC Consumer Cyclical 24.0 $129K 0.01% NEW $5375.00 -96.9%
336 IQDG WISDOMTREE TR 2,600.0 $129K 0.01% NEW $49.62 -12.5%
337 VRP INVESCO EXCH TRADED FD TR II 5,208.0 $127K 0.01% NEW $24.39 -0.0%
338 SPYG SPDR SERIES TRUST 1,183.0 $126K 0.01% NEW $106.51 +14.3%
339 ICF ISHARES TR 2,062.0 $123K 0.01% NEW $59.65 +13.6%
340 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,249.0 $121K 0.01% NEW $53.80 +5.4%
Page 17 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%