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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 40 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ERTH INVESCO EXCHANGE TRADED FD T 224.0 $11K 0.00% NEW $49.11 +4.7%
782 ITDG ISHARES TR 101.0 $11K 0.00% NEW $108.91 -61.2%
783 KRP KIMBELL RTY PARTNERS LP Energy 900.0 $11K 0.00% NEW $12.22 +22.8%
784 MBIN MERCHANTS BANCORP IND Financial Services 318.0 $11K 0.00% NEW $34.59 +36.3%
785 OI OCCIDENTAL PETE CORP Consumer Cyclical 264.0 $11K 0.00% NEW $41.67 -79.0%
786 CHRD CHORD ENERGY CORPORATION Energy 115.0 $11K 0.00% NEW $95.65 +37.9%
787 SLG SL GREEN RLTY CORP Real Estate 234.0 $11K 0.00% NEW $47.01 -3.4%
788 BRW SABA CAPITAL INCOME & OPRNT Financial Services 1,622.0 $11K 0.00% NEW $6.78 +0.9%
789 SAIA SAIA INC Industrials 35.0 $11K 0.00% NEW $314.29 +50.3%
790 BFS SAUL CTRS INC Real Estate 335.0 $11K 0.00% NEW $32.84 +5.6%
791 TDG TRANSDIGM GROUP INC Industrials 8.0 $11K 0.00% NEW $1375.00 -8.5%
792 UVV UNIVERSAL CORP VA Consumer Defensive 203.0 $11K 0.00% NEW $54.19 -4.3%
793 VRSK VERISK ANALYTICS INC Industrials 51.0 $11K 0.00% NEW $215.69 -18.9%
794 CDC VICTORY PORTFOLIOS II 162.0 $11K 0.00% NEW $67.90 +7.2%
795 WCC WESCO INTL INC Industrials 46.0 $11K 0.00% NEW $239.13 +51.0%
796 WY WEYERHAEUSER CO MTN BE Real Estate 445.0 $11K 0.00% NEW $24.72 -0.8%
797 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 40.0 $11K 0.00% NEW $275.00 +219.9%
798 INGERSOLL RAND INC 144.0 $11K 0.00% NEW $76.39
799 MATIV HOLDINGS INC 933.0 $11K 0.00% NEW $11.79
800 TEGNA INC 520.0 $10K 0.00% NEW $19.23
Page 40 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%