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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 31 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TPR TAPESTRY INC Consumer Cyclical 207.0 $29K 0.00% -1K -86.5% $140.10 +3.4%
602 ACTG ACACIA RESH CORP Industrials 6,000.0 $29K 0.00% -2K -25.0% $4.83 -4.1%
603 XMHQ INVESCO EXCHANGE TRADED FD T 277.0 $29K 0.00% $104.69 +5.9%
604 HUM HUMANA INC Healthcare 165.0 $29K 0.00% $175.76 +73.8%
605 DLN WISDOMTREE TR 320.0 $29K 0.00% $90.62 +6.1%
606 VCSH VANGUARD SCOTTSDALE FDS 352.0 $28K 0.00% $79.55 -0.4%
607 WMB WILLIAMS COS INC Energy 378.0 $28K 0.00% $74.07 -3.4%
608 SLAB SILICON LABORATORIES INC Technology 136.0 $28K 0.00% $205.88 +5.9%
609 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 1,062.0 $28K 0.00% $26.37 -16.8%
610 AES AES CORP Utilities 1,909.0 $27K 0.00% $14.14 +3.8%
611 ADSK AUTODESK INC Technology 113.0 $27K 0.00% +35.0 +44.9% $238.94 -3.8%
612 CTAS CINTAS CORP Industrials 157.0 $27K 0.00% -4.0 -2.5% $171.97 +0.3%
613 ARKG ARK ETF TR 1,000.0 $26K 0.00% $26.00 +34.7%
614 ACM AECOM Industrials 310.0 $26K 0.00% -5.0 -1.6% $83.87 -15.8%
615 SOFI SOFI TECHNOLOGIES INC Financial Services 1,648.0 $26K 0.00% $15.78 +16.5%
616 IQDG WISDOMTREE TR 658.0 $26K 0.00% -2K -74.7% $39.51 +10.1%
617 WTM WHITE MTNS INS GROUP LTD Financial Services 12.0 $26K 0.00% $2166.67 -4.4%
618 XYL XYLEM INC Industrials 213.0 $25K 0.00% $117.37 -6.0%
619 EA ELECTRONIC ARTS INC Communication Services 124.0 $25K 0.00% -21.0 -14.5% $201.61 +0.1%
620 ALLW SSGA ACTIVE TR 850.0 $25K 0.00% NEW $29.41 +2.5%
Page 31 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%