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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 38 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 WS WORTHINGTON STL INC Basic Materials 398.0 $14K 0.00% NEW $35.18 +19.9%
742 AVA AVISTA CORP Utilities 326.0 $13K 0.00% NEW $39.88 +4.0%
743 CELH CELSIUS HLDGS INC Consumer Defensive 279.0 $13K 0.00% NEW $46.59 -28.6%
744 EBF ENNIS INC Industrials 737.0 $13K 0.00% NEW $17.64 +16.0%
745 FRPT FRESHPET INC Consumer Defensive 219.0 $13K 0.00% NEW $59.36 -13.1%
746 HPE HEWLETT PACKARD ENTERPRISE C Technology 537.0 $13K 0.00% NEW $24.21 +77.9%
747 HMN HORACE MANN EDUCATORS CORP N Financial Services 289.0 $13K 0.00% NEW $44.98 +1.7%
748 LBRDA LIBERTY BROADBAND CORP Communication Services 266.0 $13K 0.00% NEW $48.87 -30.9%
749 REXR REXFORD INDL RLTY INC Real Estate 330.0 $13K 0.00% NEW $39.39 -10.0%
750 JGRW TRUST FOR PROFESSIONAL MANAG 482.0 $13K 0.00% NEW $26.97 +1.0%
751 PATH UIPATH INC Technology 801.0 $13K 0.00% NEW $16.23 -27.8%
752 BND VANGUARD BD INDEX FDS 180.0 $13K 0.00% NEW $72.22 +1.7%
753 TXNM ENERGY INC 219.0 $13K 0.00% NEW $59.36
754 AVY AVERY DENNISON CORP Industrials 68.0 $12K 0.00% NEW $176.47 -9.9%
755 BKU BANKUNITED INC Financial Services 279.0 $12K 0.00% NEW $43.01 +7.9%
756 KMX CARMAX INC Consumer Cyclical 312.0 $12K 0.00% NEW $38.46 +16.0%
757 CASY CASEYS GEN STORES INC Consumer Cyclical 21.0 $12K 0.00% NEW $571.43 +34.2%
758 CWEN CLEARWAY ENERGY INC Utilities 347.0 $12K 0.00% NEW $34.58 +19.0%
759 NET CLOUDFLARE INC Technology 59.0 $12K 0.00% NEW $203.39 +18.9%
760 DASH DOORDASH INC Communication Services 52.0 $12K 0.00% NEW $230.77 -31.0%
Page 38 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%