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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 27 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SNDA SONIDA SENIOR LIVING INC Healthcare 1,409.0 $45K 0.01% NEW $31.94 +11.8%
522 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 1,753.0 $45K 0.01% $25.67 +12.7%
523 JKHY HENRY JACK & ASSOC INC Technology 284.0 $45K 0.01% +46.0 +19.3% $158.45 -14.1%
524 BK BANK NEW YORK MELLON CORP Financial Services 382.0 $45K 0.01% $117.80 +18.8%
525 NNN NNN REIT INC Real Estate 1,067.0 $45K 0.01% +124.0 +13.2% $42.17 +5.8%
526 WBD WARNER BROS DISCOVERY INC Communication Services 1,585.0 $44K 0.01% $27.76 -2.5%
527 SSRM SSR MINING IN Basic Materials 1,474.0 $43K 0.01% $29.17 +5.9%
528 BIIB BIOGEN INC Healthcare 232.0 $43K 0.01% $185.34 +6.4%
529 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 533.0 $43K 0.01% $80.68 -2.5%
530 HBAN HUNTINGTON BANCSHARES INC Financial Services 2,710.0 $42K 0.01% $15.50 +5.1%
531 VGIT VANGUARD SCOTTSDALE FDS 712.0 $42K 0.01% $58.99 +0.2%
532 SPOT SPOTIFY TECHNOLOGY S A Communication Services 87.0 $42K 0.01% $482.76 +6.1%
533 LEIDOS HOLDINGS INC 269.0 $42K 0.01% $156.13
534 UPS UNITED PARCEL SVCS INC Industrials 419.0 $41K 0.01% $97.85 +8.1%
535 VBIL VANGUARD INSTL INDEX FD 542.0 $41K 0.01% $75.65 +0.0%
536 HPQ HP INC Technology 2,136.0 $41K 0.01% +65.0 +3.1% $19.19 +41.8%
537 BSX BOSTON SCIENTIFIC CORP Healthcare 650.0 $41K 0.01% +128.0 +24.5% $63.08 -23.3%
538 ITDD ISHARES TR 1,177.0 $41K 0.01% $34.83 +10.7%
539 KMI KINDER MORGAN INC DEL Energy 1,210.0 $41K 0.01% $33.88 -8.1%
540 D DOMINION ENERGY INC Utilities 666.0 $41K 0.01% $61.56 +8.5%
Page 27 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%