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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 35 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CG CARLYLE GROUP INC Financial Services 399.0 $19K 0.00% $47.62 -3.5%
682 DG DOLLAR GEN CORP Consumer Defensive 162.0 $19K 0.00% $117.28 -6.4%
683 GDV GABELLI DIVID & INCOME TR Financial Services 711.0 $19K 0.00% +11.0 +1.6% $26.72 +9.3%
684 HST HOST HOTELS & RESORTS INC Real Estate 970.0 $19K 0.00% $19.59 +17.9%
685 LECO LINCOLN ELEC HLDGS INC Industrials 75.0 $19K 0.00% $253.33 +2.6%
686 MKL MARKEL GROUP INC Financial Services 10.0 $19K 0.00% $1900.00 -2.7%
687 REGN REGENERON PHARMACEUTICALS Healthcare 25.0 $19K 0.00% +10.0 +66.7% $760.00 -19.0%
688 ROKU ROKU INC Communication Services 200.0 $19K 0.00% +2.0 +1.0% $95.00 +38.8%
689 SLM SLM CORP Financial Services 908.0 $19K 0.00% -226.0 -19.9% $20.93 +6.5%
690 SAIC SCIENCE APPLICATIONS INTL CO Technology 204.0 $19K 0.00% $93.14 +13.4%
691 AME AMETEK INC Industrials 85.0 $18K 0.00% $211.76 +6.8%
692 DOW DOW HLDGS INC Basic Materials 435.0 $18K 0.00% $41.38 -18.6%
693 FCFS FIRSTCASH HOLDINGS INC Financial Services 97.0 $18K 0.00% $185.57 +19.2%
694 CVY INVESCO EXCHANGE TRADED FD T 647.0 $18K 0.00% $27.82 +3.9%
695 ORI OLD REP INTL CORP Financial Services 448.0 $18K 0.00% $40.18 -6.4%
696 PPG PPG INDS INC Basic Materials 165.0 $18K 0.00% $109.09 +4.0%
697 FNDX SCHWAB STRATEGIC TR 645.0 $18K 0.00% $27.91 +11.0%
698 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 211.0 $18K 0.00% $85.31 +34.6%
699 WVE WAVE LIFE SCIENCES LTD Healthcare 2,500.0 $18K 0.00% NEW $7.20 -8.0%
700 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 189.0 $17K 0.00% $89.95 +1.8%
Page 35 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%