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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 18 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IDHQ INVESCO EXCH TRADED FD TR II 3,801.0 $134K 0.01% $35.25 +18.6%
342 PAYX PAYCHEX INC Industrials 1,418.0 $131K 0.01% +18.0 +1.3% $92.38 +4.4%
343 SLB SLB LIMITED Energy 2,503.0 $129K 0.01% +214.0 +9.3% $51.54 +6.7%
344 ICF ISHARES TR 2,062.0 $128K 0.01% $62.08 +9.2%
345 IDXX IDEXX LABS INC Healthcare 228.0 $128K 0.01% $561.40 +1.4%
346 MFDX PIMCO EQUITY SER 3,195.0 $127K 0.01% +474.0 +17.4% $39.75 +6.4%
347 VRP INVESCO EXCH TRADED FD TR II 5,258.0 $126K 0.01% +50.0 +1.0% $23.96 +1.7%
348 TJX TJX COS INC NEW Consumer Cyclical 774.0 $124K 0.01% +768.0 +10000.0% $160.21 -3.3%
349 BKNG BOOKING HOLDINGS INC Consumer Cyclical 29.0 $122K 0.01% +5.0 +20.8% $4206.90 -96.0%
350 LNT ALLIANT ENERGY CORP Utilities 1,702.0 $122K 0.01% $71.68 +0.4%
351 CARR CARRIER GLOBAL CORPORATION Industrials 2,134.0 $120K 0.01% $56.23 +14.7%
352 SLF SUN LIFE FINANCIAL INC. Financial Services 1,903.0 $119K 0.01% $62.53 +16.3%
353 LITE LUMENTUM HLDGS INC Technology 170.0 $119K 0.01% $700.00 +19.6%
354 PNC PNC FINL SVCS GROUP INC Financial Services 567.0 $118K 0.01% $208.11 +6.2%
355 DAL DELTA AIR LINES INC Industrials 1,779.0 $118K 0.01% -144.0 -7.5% $66.33 +25.6%
356 SPYG SPDR SERIES TRUST 1,183.0 $116K 0.01% $98.06 +23.7%
357 FITB FIFTH THIRD BANCORP Financial Services 2,474.0 $115K 0.01% +2K +178.6% $46.48 +7.5%
358 CSL CARLISLE COS INC Industrials 340.0 $113K 0.01% $332.35 +4.8%
359 ITDB ISHARES TR 3,430.0 $112K 0.01% +613.0 +21.8% $32.65 +7.3%
360 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 3,461.0 $111K 0.01% -74.0 -2.1% $32.07 +1.4%
Page 18 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%