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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 23 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VRSN VERISIGN INC Technology 282.0 $70K 0.01% -15.0 -5.0% $248.23 +14.8%
442 FORTINET INC 854.0 $70K 0.01% +319.0 +59.6% $81.97
443 CL COLGATE PALMOLIVE CO Consumer Defensive 827.0 $70K 0.01% +55.0 +7.1% $84.64 +7.2%
444 GE GE AEROSPACE Industrials 242.0 $69K 0.01% $285.12 +13.5%
445 ALL ALLSTATE CORP Financial Services 330.0 $68K 0.01% -48.0 -12.7% $206.06 +0.3%
446 THC TENET HEALTHCARE CORP Healthcare 361.0 $68K 0.01% +358.0 +10000.0% $188.37 -5.4%
447 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 197.0 $67K 0.01% -194.0 -49.6% $340.10 +23.8%
448 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 859.0 $67K 0.01% $78.00 +3.2%
449 O REALTY INCOME CORP Real Estate 1,088.0 $67K 0.01% +26.0 +2.5% $61.58 -0.9%
450 XLY SELECT SECTOR SPDR TR 618.0 $67K 0.01% $108.41 +12.0%
451 USB US BANCORP Financial Services 1,261.0 $66K 0.01% $52.34 +4.3%
452 IWN ISHARES TR 349.0 $66K 0.01% $189.11 +13.1%
453 VEEV VEEVA SYS INC Healthcare 370.0 $65K 0.01% +4.0 +1.1% $175.68 -2.0%
454 CB CHUBB LTD SWITZ Financial Services 200.0 $65K 0.01% +68.0 +51.5% $325.00 -3.8%
455 BR BROADRIDGE FINL SOLUTIONS IN Technology 394.0 $64K 0.01% -27.0 -6.4% $162.44 -6.8%
456 CIEN CIENA CORP Technology 161.0 $63K 0.01% $391.30 +40.0%
457 VSS VANGUARD INTL EQUITY INDEX F 433.0 $63K 0.01% $145.50 +11.2%
458 ZTS ZOETIS INC Healthcare 533.0 $63K 0.01% -4.0 -0.7% $118.20 -34.3%
459 UI UBIQUITI INC Technology 79.0 $62K 0.01% $784.81 -25.0%
460 C CITIGROUP INC Financial Services 551.0 $62K 0.01% +5.0 +0.9% $112.52 +12.2%
Page 23 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%