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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 43 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 VLO VALERO ENERGY CORP Energy 35.0 $9K 0.00% $257.14 -4.7%
842 WCN WASTE CONNECTIONS INC Industrials 55.0 $9K 0.00% +1.0 +1.9% $163.64 -8.3%
843 WSBC WESBANCO INC Financial Services 256.0 $9K 0.00% $35.16 -1.2%
844 AMP AMERIPRISE FINL INC Financial Services 20.0 $9K 0.00% $450.00 -0.3%
845 AR ANTERO RESOURCES CORP Energy 217.0 $9K 0.00% $41.47 -14.0%
846 CNP CENTERPOINT ENERGY INC Utilities 215.0 $9K 0.00% $41.86 +1.1%
847 CLX CLOROX CO DEL Consumer Defensive 85.0 $9K 0.00% -5.0 -5.6% $105.88 -12.8%
848 CPRT COPART INC Industrials 276.0 $9K 0.00% +129.0 +87.8% $32.61 +1.5%
849 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 205.0 $9K 0.00% $43.90 -1.7%
850 FLS FLOWSERVE CORP Industrials 120.0 $9K 0.00% $75.00 +1.1%
851 GATX GATX CORP Industrials 50.0 $9K 0.00% $180.00 -6.0%
852 GOOD GLADSTONE COMMERCIAL CORP Real Estate 747.0 $9K 0.00% +699.0 +1456.2% $12.05 +4.7%
853 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 29.0 $9K 0.00% +1.0 +3.6% $310.34 +6.2%
854 MPWR MONOLITHIC PWR SYS INC Technology 8.0 $9K 0.00% +5.0 +166.7% $1125.00 +39.3%
855 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 65.0 $9K 0.00% +61.0 +1525.0% $138.46 +14.5%
856 OBNK ORIGIN BANCORP INC Financial Services 224.0 $9K 0.00% $40.18 -28.8%
857 PRI PRIMERICA INC Financial Services 34.0 $9K 0.00% $264.71 +2.7%
858 SLG SL GREEN RLTY CORP Real Estate 240.0 $9K 0.00% +6.0 +2.6% $37.50 +21.2%
859 SUPN SUPERNUS PHARMACEUTICALS Healthcare 173.0 $9K 0.00% $52.02 -11.1%
860 TDG TRANSDIGM GROUP INC Industrials 8.0 $9K 0.00% $1125.00 +12.4%
Page 43 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%