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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 44 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 RF REGIONS FINANCIAL CORP NEW Financial Services 288.0 $8K 0.00% NEW $27.78 +0.9%
862 Z ZILLOW GROUP INC Communication Services 113.0 $8K 0.00% NEW $70.80 -50.2%
863 CSW INDUSTRIALS INC 26.0 $8K 0.00% NEW $307.69
864 CORE SCIENTIFIC INC NEW 531.0 $8K 0.00% NEW $15.07
865 AR ANTERO RESOURCES CORP Energy 217.0 $7K 0.00% NEW $32.26 +10.2%
866 AWI ARMSTRONG WORLD INDS INC NEW Industrials 39.0 $7K 0.00% NEW $179.49 -11.8%
867 BALL BALL CORP Consumer Cyclical 141.0 $7K 0.00% NEW $49.65 +11.0%
868 CFG CITIZENS FINL GROUP INC Financial Services 122.0 $7K 0.00% NEW $57.38 +8.0%
869 EFC ELLINGTON FINANCIAL INC Real Estate 550.0 $7K 0.00% NEW $12.73 +6.7%
870 EXPO EXPONENT INC Industrials 101.0 $7K 0.00% NEW $69.31 -16.3%
871 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 205.0 $7K 0.00% NEW $34.15 +26.5%
872 FSLR FIRST SOLAR INC Energy 28.0 $7K 0.00% NEW $250.00 +19.9%
873 GWW WW GRAINGER INC Industrials 7.0 $7K 0.00% NEW $1000.00 +23.8%
874 HAL HALLIBURTON CO Energy 252.0 $7K 0.00% NEW $27.78 +40.4%
875 IP INTERNATIONAL PAPER CO Consumer Cyclical 166.0 $7K 0.00% NEW $42.17 -20.3%
876 IHAK ISHARES TR 24.0 $7K 0.00% NEW $291.67 -80.2%
877 KVUE KENVUE INC Consumer Defensive 394.0 $7K 0.00% NEW $17.77 -1.8%
878 KNF KNIFE RIVER CORP Basic Materials 95.0 $7K 0.00% NEW $73.68 +6.9%
879 DNUT KRISPY KREME INC Consumer Defensive 1,793.0 $7K 0.00% NEW $3.90 -9.5%
880 LAMR LAMAR ADVERTISING CO NEW Real Estate 55.0 $7K 0.00% NEW $127.27 +19.8%
Page 44 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%