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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 29 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 OTIS OTIS WORLDWIDE CORP Industrials 462.0 $36K 0.00% -8.0 -1.7% $77.92 -8.8%
562 IMCG ISHARES TR 453.0 $36K 0.00% $79.47 +17.4%
563 SOXQ INVESCO EXCH TRADED FD TR II 602.0 $36K 0.00% $59.80 +68.5%
564 STZ CONSTELLATION BRANDS INC Consumer Defensive 237.0 $36K 0.00% $151.90 -7.6%
565 OGE OGE ENERGY CORP Utilities 744.0 $36K 0.00% +739.0 +10000.0% $48.39 -2.8%
566 SAFT SAFETY INS GROUP INC Financial Services 476.0 $35K 0.00% -12.0 -2.5% $73.53 -4.4%
567 NDAQ NASDAQ INC Financial Services 407.0 $35K 0.00% $86.00 +8.9%
568 SKYY FIRST TR EXCHANGE-TRADED FD 318.0 $35K 0.00% NEW $110.06 +29.7%
569 NTAP NETAPP INC Technology 339.0 $35K 0.00% $103.24 +72.0%
570 OMC OMNICOM GROUP INC Communication Services 460.0 $35K 0.00% $76.09 -3.5%
571 RKT ROCKET COS INC Financial Services 2,449.0 $35K 0.00% -44.0 -1.8% $14.29 +2.1%
572 VNDA VANDA PHARMACEUTICALS INC Healthcare 5,000.0 $35K 0.00% $7.00 -7.9%
573 CENCORA INC 108.0 $34K 0.00% -26.0 -19.4% $314.81
574 ECL ECOLAB INC Basic Materials 126.0 $34K 0.00% $269.84 -4.7%
575 DBMF LITMAN GREGORY FDS TR 1,135.0 $34K 0.00% NEW $29.96 +3.4%
576 FPE FIRST TR EXCH TRADED FD III 1,923.0 $34K 0.00% -532.0 -21.7% $17.68 +1.9%
577 FE FIRSTENERGY CORP Utilities 676.0 $34K 0.00% $50.30 -7.8%
578 BP BP PLC Energy 718.0 $34K 0.00% $47.35 -10.8%
579 CHTR CHARTER COMMUNICATIONS INC Communication Services 156.0 $34K 0.00% +17.0 +12.2% $217.95 -34.8%
580 WTRG ESSENTIAL UTILS INC Utilities 826.0 $33K 0.00% $39.95 -7.8%
Page 29 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%