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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 23 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SNPS SYNOPSYS INC Technology 141.0 $66K 0.01% NEW $468.09 +1.7%
442 ET ENERGY TRANSFER L P Energy 3,922.0 $65K 0.01% NEW $16.57 +15.9%
443 CVS CVS HEALTH CORP Healthcare 819.0 $65K 0.01% NEW $79.37 +14.6%
444 C CITIGROUP INC Financial Services 546.0 $64K 0.01% NEW $117.22 +8.0%
445 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 162.0 $64K 0.01% NEW $395.06 -24.0%
446 FCX FREEPORT-MCMORAN INC Basic Materials 1,269.0 $64K 0.01% NEW $50.43 +30.6%
447 MU MICRON TECHNOLOGY INC Technology 224.0 $64K 0.01% NEW $285.71 +237.2%
448 NOW SERVICENOW INC Technology 412.0 $63K 0.01% NEW $152.91 -18.8%
449 LITE LUMENTUM HLDGS INC Technology 170.0 $63K 0.01% NEW $370.59 +124.1%
450 TDOC TELEDYNE TECHNOLOGIES INC Healthcare 124.0 $63K 0.01% NEW $508.06 -98.5%
451 IWN ISHARES TR 349.0 $63K 0.01% NEW $180.52 +18.7%
452 SPG SIMON PPTY GROUP INC NEW Real Estate 343.0 $63K 0.01% NEW $183.67 +12.4%
453 VSS VANGUARD INTL EQUITY INDEX F 433.0 $62K 0.01% NEW $143.19 +12.6%
454 TWLO TWILIO INC Communication Services 436.0 $62K 0.01% NEW $142.20 +32.0%
455 WGS GENEDX HOLDINGS CORP Healthcare 466.0 $61K 0.01% NEW $130.90 -61.2%
456 CL COLGATE PALMOLIVE CO Consumer Defensive 772.0 $61K 0.01% NEW $79.02 +14.9%
457 DKS DICKS SPORTING GOODS INC Consumer Cyclical 309.0 $61K 0.01% NEW $197.41 +16.9%
458 WELL WELLTOWER INC Real Estate 328.0 $61K 0.01% NEW $185.98 +11.6%
459 TMUS TAIWAN SEMICONDUCTOR MFG LTD Communication Services 197.0 $60K 0.01% NEW $304.57 -38.6%
460 O REALTY INCOME CORP Real Estate 1,062.0 $60K 0.01% NEW $56.50 +8.1%
Page 23 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%