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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 30 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 LULU LULULEMON ATHLETICA INC Consumer Cyclical 215.0 $33K 0.00% -148.0 -40.8% $153.49 -14.0%
582 TGT TARGET CORP Consumer Defensive 273.0 $33K 0.00% +194.0 +245.6% $120.88 +4.1%
583 CRWD CROWDSTRIKE HLDGS INC Technology 84.0 $33K 0.00% +7.0 +9.1% $392.86 +84.4%
584 LUV SOUTHWEST AIRLS CO Industrials 891.0 $33K 0.00% $37.04 +18.2%
585 XMLV INVESCO EXCH TRADED FD TR II 525.0 $33K 0.00% $62.86 +2.7%
586 GRMN GARMIN LTD Technology 141.0 $33K 0.00% $234.04 +2.1%
587 PSEC PROSPECT CAP CORP Financial Services 12,352.0 $32K 0.00% $2.59 -5.6%
588 FLR FLUOR CORP Industrials 681.0 $32K 0.00% $46.99 -1.6%
589 HESM HESS MIDSTREAM LP Energy 817.0 $32K 0.00% $39.17 -4.0%
590 EXEL EXELIXIS INC Healthcare 731.0 $31K 0.00% $42.41 +20.7%
591 MKSI MKS INC. Technology 137.0 $31K 0.00% $226.28 +41.1%
592 Q QNITY ELECTRONICS INC Technology 271.0 $31K 0.00% $114.39 +36.1%
593 DXCM DEXCOM INC Healthcare 493.0 $31K 0.00% $62.88 +16.8%
594 IYG ISHARES TR 379.0 $31K 0.00% +126.0 +49.8% $81.79 +7.0%
595 ARGT GLOBAL X FDS 336.0 $31K 0.00% -41K -99.2% $92.26 +4.7%
596 VLTO VERALTO CORP Industrials 351.0 $31K 0.00% $88.32 -5.5%
597 VRTX VERTEX PHARMACEUTICALS INC Healthcare 69.0 $31K 0.00% -8.0 -10.4% $449.28 -0.2%
598 CHRW C H ROBINSON WORLDWIDE IN Industrials 182.0 $30K 0.00% $164.84 +7.7%
599 WGS GENEDX HOLDINGS CORP Healthcare 466.0 $30K 0.00% $64.38 -20.3%
600 EOG EOG RES INC Energy 198.0 $29K 0.00% +1.0 +0.5% $146.46 -9.6%
Page 30 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%