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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 -15.4%
562 IMCG ISHARES TR — 453.0 $36K 0.00% — — $79.47 +19.8%
563 LNC LINCOLN NATL CORP IND Financial Services 1,025.0 $36K 0.00% -11.0 -1.1% $35.12 +18.7%
564 OGE OGE ENERGY CORP Utilities 744.0 $36K 0.00% +739.0 +10000.0% $48.39 -7.4%
565 STZ CONSTELLATION BRANDS INC Consumer Defensive 237.0 $36K 0.00% — — $151.90 -25.2%
566 SAFT SAFETY INS GROUP INC Financial Services 476.0 $35K 0.00% -12.0 -2.5% $73.53 +40.8%
567 NDAQ NASDAQ INC Financial Services 407.0 $35K 0.00% — — $86.00 +8.8%
568 SKYY FIRST TR EXCHANGE-TRADED FD — 318.0 $35K 0.00% NEW — $110.06 +49.6%
569 OMC OMNICOM GROUP INC Communication Services 460.0 $35K 0.00% — — $76.09 +0.1%
570 NTAP NETAPP INC Technology 339.0 $35K 0.00% — — $103.24 +94.8%
571 RKT ROCKET COS INC Financial Services 2,449.0 $35K 0.00% -44.0 -1.8% $14.29 -14.8%
572 VNDA VANDA PHARMACEUTICALS INC Healthcare 5,000.0 $35K 0.00% — — $7.00 -27.9%
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 +3.6%
575 CHTR CHARTER COMMUNICATIONS INC Communication Services 156.0 $34K 0.00% +17.0 +12.2% $217.95 -48.2%
576 BP BP PLC Energy 718.0 $34K 0.00% — — $47.35 -6.7%
577 FPE FIRST TR EXCH TRADED FD III — 1,923.0 $34K 0.00% -532.0 -21.7% $17.68 -2.5%
578 FE FIRSTENERGY CORP Utilities 676.0 $34K 0.00% — — $50.30 -13.9%
579 DBMF LITMAN GREGORY FDS TR — 1,135.0 $34K 0.00% NEW — $29.96 +8.5%
580 WTRG ESSENTIAL UTILS INC Utilities 826.0 $33K 0.00% — — $39.95 -1.0%
Page 29 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%