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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 48 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 MTUM ISHARES TR 19.0 $5K 0.00% NEW $263.16 +19.3%
942 MMS MAXIMUS INC Industrials 55.0 $5K 0.00% NEW $90.91 -30.7%
943 MHK MOHAWK INDS INC Consumer Cyclical 50.0 $5K 0.00% NEW $100.00 +7.9%
944 NIO NIO INC Consumer Cyclical 1,000.0 $5K 0.00% NEW $5.00 +12.7%
945 OHI OMEGA HEALTHCARE INVS INC Real Estate 108.0 $5K 0.00% NEW $46.30 +1.0%
946 PTC PTC INC Technology 28.0 $5K 0.00% NEW $178.57 -22.8%
947 PH PARK-OHIO HLDGS CORP Industrials 249.0 $5K 0.00% NEW $20.08 +4116.9%
948 PNRG PRIMEENERGY RESOURCES CORP Energy 31.0 $5K 0.00% NEW $161.29 +1.2%
949 SRPT SAREPTA THERAPEUTICS INC Healthcare 250.0 $5K 0.00% NEW $20.00 -10.4%
950 TMO THOR INDS INC Healthcare 53.0 $5K 0.00% NEW $94.34 +428.7%
951 USFD US FOODS HLDG CORP Consumer Defensive 64.0 $5K 0.00% NEW $78.12 +5.0%
952 WDC WESTERN DIGITAL CORP Technology 29.0 $5K 0.00% NEW $172.41 +203.0%
953 CLEARWAY ENERGY INC 149.0 $5K 0.00% NEW $33.56
954 CORE SCIENTIFIC INC NEW 637.0 $5K 0.00% NEW $7.85
955 BUNGE GLOBAL SA 54.0 $5K 0.00% NEW $92.59
956 JAMES HARDIE INDS PLC 198.0 $4K NEW $20.20
957 SIX FLAGS ENTERTAINMENT CORP 245.0 $4K NEW $16.33
958 ALX ALEXANDERS INC Real Estate 17.0 $4K NEW $235.29 +6.0%
959 ATI ATI INC Industrials 38.0 $4K NEW $105.26 +66.3%
960 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 69.0 $4K NEW $57.97 +38.7%
Page 48 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%