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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 39 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 BEN FRANKLIN RESOURCES INC Financial Services 519.0 $12K 0.00% NEW $23.12 +34.2%
762 GNTX GENTEX CORP Consumer Cyclical 503.0 $12K 0.00% NEW $23.86 +1.3%
763 HAS HASBRO INC Consumer Cyclical 143.0 $12K 0.00% NEW $83.92 +2.7%
764 IAC IAC INC Technology 308.0 $12K 0.00% NEW $38.96 +15.2%
765 KKR KKR & CO INC Financial Services 91.0 $12K 0.00% NEW $131.87 -27.2%
766 KIM KIMCO RLTY CORP Real Estate 572.0 $12K 0.00% NEW $20.98 +14.8%
767 MUR MURPHY OIL CORP Energy 382.0 $12K 0.00% NEW $31.41 +15.2%
768 NWBI NORTHWEST BANCSHARES INC MD Financial Services 966.0 $12K 0.00% NEW $12.42 +13.9%
769 ON ON SEMICONDUCTOR CORP Technology 214.0 $12K 0.00% NEW $56.07 +115.1%
770 PMT PENNYMAC MTG INVT TR Real Estate 950.0 $12K 0.00% NEW $12.63 -17.2%
771 REGN REGENERON PHARMACEUTICALS Healthcare 15.0 $12K 0.00% NEW $800.00 -23.2%
772 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 166.0 $12K 0.00% NEW $72.29 +3.6%
773 TSHA TD SYNNEX CORPORATION Healthcare 77.0 $12K 0.00% NEW $155.84 -96.2%
774 WST WEST PHARMACEUTICAL SVSC INC Healthcare 42.0 $12K 0.00% NEW $285.71 +13.0%
775 USMF WISDOMTREE TR 233.0 $12K 0.00% NEW $51.50 +2.6%
776 ALLE ALLEGION PLC Industrials 77.0 $12K 0.00% NEW $155.84 -16.5%
777 BIO BIO RAD LABS INC Healthcare 35.0 $11K 0.00% NEW $314.29 -0.6%
778 CAG CONAGRA BRANDS INC Consumer Defensive 609.0 $11K 0.00% NEW $18.06 -26.5%
779 EVRG EVERGY INC Utilities 149.0 $11K 0.00% NEW $73.83 +11.1%
780 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 1,282.0 $11K 0.00% NEW $8.58 +9.2%
Page 39 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%