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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 41 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 AMP AMERIPRISE FINL INC Financial Services 20.0 $10K 0.00% NEW $500.00 -10.9%
802 ASH ASHLAND INC Basic Materials 178.0 $10K 0.00% NEW $56.18 +3.1%
803 BKR BAKER HUGHES COMPANY Energy 224.0 $10K 0.00% NEW $44.64 +43.1%
804 BXP BXP INC Real Estate 154.0 $10K 0.00% NEW $64.94 -7.6%
805 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 486.0 $10K 0.00% NEW $20.58 +20.8%
806 CYTK CYTOKINETICS INC Healthcare 164.0 $10K 0.00% NEW $60.98 +25.9%
807 DOW DOW INC Basic Materials 436.0 $10K 0.00% NEW $22.94 +47.3%
808 FAST FASTENAL CO Industrials 246.0 $10K 0.00% NEW $40.65 +8.7%
809 FELV FIDELITY COVINGTON TRUST 299.0 $10K 0.00% NEW $33.44 +17.3%
810 HUBS HUBSPOT INC Technology 24.0 $10K 0.00% NEW $416.67 -47.0%
811 PIO INVESCO EXCH TRADED FD TR II 229.0 $10K 0.00% NEW $43.67 +1.1%
812 LH LABCORP HOLDINGS INC Healthcare 38.0 $10K 0.00% NEW $263.16 -1.1%
813 LII LENNOX INTL INC Industrials 21.0 $10K 0.00% NEW $476.19 +5.4%
814 MANH MANHATTAN ASSOCIATES INC Technology 56.0 $10K 0.00% NEW $178.57 -16.0%
815 MAA MID-AMER APT CMNTYS INC Real Estate 75.0 $10K 0.00% NEW $133.33 -3.2%
816 NAVI NAVIENT CORPORATION Financial Services 786.0 $10K 0.00% NEW $12.72 -32.7%
817 GEN GEN DIGITAL INC Technology 365.0 $10K 0.00% NEW $27.40 -5.9%
818 NUE NUCOR CORP Basic Materials 64.0 $10K 0.00% NEW $156.25 +60.0%
819 RRX REGAL REXNORD CORPORATION Industrials 71.0 $10K 0.00% NEW $140.85 +43.3%
820 SR SPIRE INC Utilities 118.0 $10K 0.00% NEW $84.75 -3.0%
Page 41 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%