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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 27 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FITB FIFTH THIRD BANCORP Financial Services 888.0 $42K 0.01% NEW $47.30 +5.6%
522 MP MP MATERIALS CORP Basic Materials 834.0 $42K 0.01% NEW $50.36 +28.3%
523 GEV GE VERNOVA INC Utilities 64.0 $42K 0.01% NEW $656.25 +47.0%
524 YUMC YUM CHINA HLDGS INC Consumer Cyclical 872.0 $42K 0.01% NEW $48.17 -10.4%
525 KWR QUAKER HOUGHTON Basic Materials 295.0 $41K 0.01% NEW $138.98 +4.9%
526 STOT SSGA ACTIVE TR 863.0 $41K 0.01% NEW $47.51 -0.8%
527 VBIL VANGUARD INSTL INDEX FD 542.0 $41K 0.01% NEW $75.65 +0.0%
528 BIIB BIOGEN INC Healthcare 232.0 $41K 0.01% NEW $176.72 +11.9%
529 ESS ESSEX PPTY TR INC Real Estate 158.0 $41K 0.01% NEW $259.49 +5.8%
530 CB CHUBB LIMITED Financial Services 132.0 $41K 0.01% NEW $310.61 +0.6%
531 OTIS OTIS WORLDWIDE CORP Industrials 470.0 $41K 0.01% NEW $87.23 -18.6%
532 ITDD ISHARES TR 1,177.0 $41K 0.01% NEW $34.83 +10.7%
533 NDAQ NASDAQ INC Financial Services 407.0 $40K 0.01% NEW $98.28 -4.9%
534 ITDJ ISHARES TR 1,370.0 $40K 0.01% NEW $29.20 +12.5%
535 INGR INGREDION INC Consumer Defensive 354.0 $39K 0.00% NEW $110.17 -6.4%
536 RNP COHEN & STEERS REIT & PFD & Financial Services 1,987.0 $39K 0.00% NEW $19.63 +7.2%
537 TPL TEXTRON INC Energy 451.0 $39K 0.00% NEW $86.47 +357.7%
538 EMN EASTMAN CHEM CO Basic Materials 609.0 $39K 0.00% NEW $64.04 +17.6%
539 ANET ARISTA NETWORKS INC Technology 298.0 $39K 0.00% NEW $130.87 +20.5%
540 CALM CAL MAINE FOODS INC Consumer Defensive 490.0 $39K 0.00% NEW $79.59 -5.2%
Page 27 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%