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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 32 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BETZ LISTED FDS TR 1,391.0 $25K 0.00% -775.0 -35.8% $17.97 +4.4%
622 ALLW SSGA ACTIVE TR 850.0 $25K 0.00% NEW $29.41 +2.4%
623 DK DELEK US HLDGS INC NEW Energy 536.0 $24K 0.00% $44.78 -1.0%
624 EXR EXTRA SPACE STORAGE INC Real Estate 183.0 $24K 0.00% $131.15 +10.8%
625 GGG GRACO INC Industrials 287.0 $24K 0.00% $83.62 -9.5%
626 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 330.0 $24K 0.00% +66.0 +25.0% $72.73 +21.6%
627 TYL TYLER TECHNOLOGIES INC Technology 70.0 $24K 0.00% +51.0 +268.4% $342.86 -9.5%
628 AON AON PLC Financial Services 73.0 $24K 0.00% +1.0 +1.4% $328.77 -3.8%
629 WTFC WINTRUST FINL CORP Financial Services 167.0 $23K 0.00% $137.72 +9.2%
630 KRNT KORNIT DIGITAL LTD Industrials 1,600.0 $23K 0.00% NEW $14.38 +11.6%
631 CTRA COTERRA ENERGY INC Energy 665.0 $23K 0.00% $34.59 -5.9%
632 ED CONSOLIDATED EDISON INC Utilities 205.0 $23K 0.00% $112.20 -6.0%
633 CGEM CULLINAN THERAPEUTICS INC Healthcare 1,600.0 $23K 0.00% NEW $14.38 +13.7%
634 EBAY EBAY INC. Consumer Cyclical 256.0 $23K 0.00% +25.0 +10.8% $89.84 +20.7%
635 SATS ECHOSTAR CORP Technology 199.0 $23K 0.00% $115.58 +11.2%
636 QQQM INVESCO EXCH TRADED FD TR II 98.0 $23K 0.00% $234.69 +29.5%
637 LVS LAS VEGAS SANDS CORP Consumer Cyclical 430.0 $23K 0.00% +4.0 +0.9% $53.49 -4.8%
638 TROW PRICE T ROWE GROUP INC Financial Services 253.0 $23K 0.00% $90.91 +16.0%
639 TPL TEXAS PACIFIC LAND CORPORATI Energy 49.0 $23K 0.00% -402.0 -89.1% $469.39 -15.5%
640 AFRM AFFIRM HLDGS INC Technology 489.0 $22K 0.00% +4.0 +0.8% $44.99 +63.9%
Page 32 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%