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Portfolio (Quarterly) Guide ↗

Capital Advisors, Ltd. LLC

· CIK 0001597878
13F Portfolio $887M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1536 New
Page 35 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PPG PPG INDS INC Basic Materials 165.0 $17K 0.00% NEW $103.03 +10.0%
682 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 485.0 $17K 0.00% NEW $35.05 +34.2%
683 THG HANOVER INS GROUP INC Financial Services 91.0 $17K 0.00% NEW $186.81 +0.4%
684 ARKX ARK ETF TR 600.0 $17K 0.00% NEW $28.33 +31.1%
685 STE STERIS PLC Healthcare 66.0 $17K 0.00% NEW $257.58 -17.7%
686 ALCO ALICO INC Consumer Defensive 470.0 $17K 0.00% NEW $36.17 +12.9%
687 AME AMETEK INC Industrials 85.0 $17K 0.00% NEW $200.00 +13.5%
688 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 189.0 $17K 0.00% NEW $89.95 +1.7%
689 DD DUPONT DE NEMOURS INC Basic Materials 434.0 $17K 0.00% NEW $39.17 +23.6%
690 HST HOST HOTELS & RESORTS INC Real Estate 970.0 $17K 0.00% NEW $17.53 +31.4%
691 RMBI RICHMOND MUT BANCORPORATION Financial Services 1,184.0 $17K 0.00% NEW $14.36 +0.0%
692 LIBERTY MEDIA CORP DEL 174.0 $17K 0.00% NEW $97.70
693 SEALED AIR CORP NEW 406.0 $17K 0.00% NEW $41.87
694 IUSV ISHARES TR 153.0 $16K 0.00% NEW $104.58 +5.7%
695 BRO BROWN & BROWN INC Financial Services 197.0 $16K 0.00% NEW $81.22 -30.1%
696 LEA LEAR CORP Consumer Cyclical 137.0 $16K 0.00% NEW $116.79 +22.7%
697 KFRC KFORCE INC Industrials 515.0 $16K 0.00% NEW $31.07 +50.1%
698 CWT CALIFORNIA WTR SVC GROUP Utilities 362.0 $16K 0.00% NEW $44.20 +2.1%
699 GM GENERAL MTRS CO Consumer Cyclical 200.0 $16K 0.00% NEW $80.00 +4.3%
700 SOLV SOLVENTUM CORP Healthcare 208.0 $16K 0.00% NEW $76.92 -1.6%
Page 35 of 77  ·  1,536 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 53.3%
Technology 16.9%
Consumer Cyclical 8.6%
Industrials 6.6%
Healthcare 4.5%
Communication Services 3.7%
Consumer Defensive 2.4%
Energy 1.5%
Real Estate 0.9%
Utilities 0.8%