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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 22 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 UBER UBER TECHNOLOGIES INC Technology 1,078.0 $78K 0.01% +147.0 +15.8% $72.36 -1.1%
422 TT TRANE TECHNOLOGIES PLC Industrials 186.0 $78K 0.01% $419.35 +8.7%
423 PSA PUBLIC STORAGE OPER CO Real Estate 287.0 $78K 0.01% +22.0 +8.3% $271.78 +13.0%
424 APH AMPHENOL CORP Technology 609.0 $77K 0.01% -86.0 -12.4% $126.44 +17.9%
425 JLL JONES LANG LASALLE INC Real Estate 253.0 $77K 0.01% $304.35 -6.4%
426 SPHD INVESCO EXCH TRADED FD TR II 1,548.0 $77K 0.01% -515.0 -25.0% $49.74 -0.0%
427 RJF RAYMOND JAMES FINL INC Financial Services 531.0 $77K 0.01% $145.01 -0.7%
428 SPG SIMON PPTY GROUP INC NEW Real Estate 411.0 $77K 0.01% +68.0 +19.8% $187.35 +10.2%
429 NSC NORFOLK SOUTHN CORP Industrials 266.0 $76K 0.01% $285.71 +6.1%
430 SNPS SYNOPSYS INC Technology 191.0 $76K 0.01% +50.0 +35.5% $397.91 +19.5%
431 PFXF VANECK ETF TRUST 4,347.0 $76K 0.01% $17.48 +8.1%
432 TDY TELEDYNE TECHNOLOGIES INC Technology 124.0 $75K 0.01% +119.0 +2380.0% $604.84 +3.8%
433 CMI CUMMINS INC Industrials 139.0 $75K 0.01% $539.57 +22.8%
434 FCX FREEPORT MCMORAN INC Basic Materials 1,269.0 $75K 0.01% $59.10 +12.6%
435 DFIV DIMENSIONAL ETF TRUST 1,423.0 $75K 0.01% $52.71 +6.2%
436 DHI D R HORTON INC Consumer Cyclical 541.0 $74K 0.01% +54.0 +11.1% $136.78 +8.8%
437 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 250.0 $73K 0.01% -12.0 -4.6% $292.00 +33.9%
438 UGI UGI CORP NEW Utilities 1,968.0 $72K 0.01% $36.59 -5.7%
439 EMR EMERSON ELEC CO Industrials 548.0 $72K 0.01% $131.39 +10.2%
440 WELL WELLTOWER INC Real Estate 357.0 $71K 0.01% +29.0 +8.8% $198.88 +4.2%
Page 22 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%