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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 28 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 KMI KINDER MORGAN INC DEL Energy 1,210.0 $41K 0.01% — — $33.88 -9.3%
542 CINF CINCINNATI FINL CORP Financial Services 255.0 $40K 0.01% — — $156.86 +3.6%
543 INGR INGREDION INC Consumer Defensive 354.0 $40K 0.01% — — $112.99 -14.4%
544 HUBB HUBBELL INC Industrials 82.0 $40K 0.01% — — $487.80 -4.3%
545 MAIN MAIN STR CAP CORP Financial Services 750.0 $40K 0.01% — — $53.33 +3.3%
546 FDUS FIDUS INVT CORP Financial Services 2,250.0 $39K 0.00% — — $17.33 +10.5%
547 ENFR ALPS ETF TR — 1,030.0 $39K 0.00% — — $37.86 -1.3%
548 TXT TEXTRON INC Industrials 451.0 $39K 0.00% -11K -95.9% $86.47 -11.4%
549 NEM NEWMONT CORP Basic Materials 364.0 $39K 0.00% +6.0 +1.7% $107.14 +13.3%
550 CALM CAL MAINE FOODS INC Consumer Defensive 490.0 $39K 0.00% — — $79.59 -15.3%
551 TTEK TETRA TECH INC NEW Industrials 1,290.0 $39K 0.00% -2K -60.6% $30.23 +12.2%
552 ITDJ ISHARES TR — 1,370.0 $39K 0.00% — — $28.47 +17.5%
553 ESS ESSEX PPTY TR INC Real Estate 158.0 $38K 0.00% — — $240.51 +12.9%
554 EIX EDISON INTL Utilities 526.0 $38K 0.00% — — $72.24 -27.1%
555 PANW PALO ALTO NETWORKS INC Technology 235.0 $38K 0.00% +121.0 +106.1% $161.70 +131.7%
556 FIVE FIVE BELOW INC Consumer Cyclical 165.0 $38K 0.00% — — $230.30 -3.3%
557 RNR RENAISSANCERE HLDGS LTD Financial Services 128.0 $38K 0.00% — — $296.88 +9.7%
558 KWR QUAKER HOUGHTON Basic Materials 295.0 $37K 0.00% — — $125.42 +30.4%
559 SOXQ INVESCO EXCH TRADED FD TR II — 602.0 $36K 0.00% — — $59.80 +66.7%
560 FFIV F5 INC Technology 124.0 $36K 0.00% +66.0 +113.8% $290.32 +52.6%
Page 28 of 78  ·  1,555 positions

① 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 54.1%
Technology 14.7%
Consumer Cyclical 9.5%
Industrials 8.2%
Healthcare 4.5%
Consumer Defensive 2.5%
Communication Services 2.3%
Energy 1.9%
Utilities 0.9%
Basic Materials 0.8%