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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 45 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 NXST NEXSTAR MEDIA GROUP INC Communication Services 34.0 $7K 0.00% NEW $205.88 -13.4%
882 OMF ONEMAIN HLDGS INC Financial Services 109.0 $7K 0.00% NEW $64.22 -13.8%
883 PARR PAR PAC HOLDINGS INC Energy 212.0 $7K 0.00% NEW $33.02 +67.6%
884 PPC PILGRIMS PRIDE CORP Consumer Defensive 180.0 $7K 0.00% NEW $38.89 -27.1%
885 RBB RBB BANCORP Financial Services 359.0 $7K 0.00% NEW $19.50 +22.6%
886 RYN RAYONIER INC Real Estate 306.0 $7K 0.00% NEW $22.88 -8.3%
887 SCHH SCHWAB STRATEGIC TR 357.0 $7K 0.00% NEW $19.61 +19.5%
888 SNX TE CONNECTIVITY PLC Technology 29.0 $7K 0.00% NEW $241.38 +8.3%
889 SYF SYNCHRONY FINANCIAL Financial Services 83.0 $7K 0.00% NEW $84.34 -14.8%
890 TPC TUTOR PERINI CORP Industrials 97.0 $7K 0.00% NEW $72.16 -1.9%
891 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 138.0 $7K 0.00% NEW $50.72 +9.2%
892 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 88.0 $7K 0.00% NEW $79.55 +1.4%
893 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 29.0 $7K 0.00% NEW $241.38 +1.5%
894 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 75.0 $7K 0.00% NEW $93.33 -11.4%
895 LITHIUM AMERS CORP NEW 1,500.0 $7K 0.00% NEW $4.67
896 MILLROSE PPTYS INC 200.0 $6K 0.00% NEW $30.00
897 RALLIANT CORP 124.0 $6K 0.00% NEW $48.39
898 AM ANTERO MIDSTREAM CORP Energy 361.0 $6K 0.00% NEW $16.62 +26.3%
899 ARES ARES MANAGEMENT CORPORATION Financial Services 39.0 $6K 0.00% NEW $153.85 -15.7%
900 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 55.0 $6K 0.00% NEW $109.09 -42.0%
Page 45 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%