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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 50 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CE CELANESE CORP DEL Basic Materials 65.0 $4K $61.54 -13.8%
982 CORZ CORE SCIENTIFIC INC NEW Technology 271.0 $4K $14.76 +82.6%
983 CRVL CORVEL CORP Financial Services 76.0 $4K +73.0 +2433.3% $52.63 +17.4%
984 DRI DARDEN RESTAURANTS INC Consumer Cyclical 18.0 $4K $222.22 -6.5%
985 DELL DELL TECHNOLOGIES INC Technology 22.0 $4K $181.82 +124.4%
986 DVN DEVON ENERGY CORP NEW Energy 80.0 $4K $50.00 -12.5%
987 DGICA DONEGAL GROUP INC Financial Services 238.0 $4K -753.0 -76.0% $16.81 +1.8%
988 EPR EPR PPTYS Real Estate 71.0 $4K $56.34 +1.5%
989 GLPI GAMING & LEISURE P Real Estate 100.0 $4K $40.00 +17.5%
990 HIG HARTFORD INSURANCE GROUP INC Financial Services 31.0 $4K $129.03 -1.1%
991 HEI HEICO CORP NEW Industrials 13.0 $4K $307.69 +13.3%
992 IGSB ISHARES TR 80.0 $4K $50.00 +5.1%
993 JHSC JOHN HANCOCK EXCHANGE TRADED 97.0 $4K $41.24 +14.2%
994 LPX LOUISIANA PAC CORP Basic Materials 49.0 $4K -1.0 -2.0% $81.63 -6.9%
995 MTDR MATADOR RES CO Energy 57.0 $4K $70.18 -24.4%
996 MMS MAXIMUS INC Industrials 55.0 $4K $72.73 -13.3%
997 MOD MODINE MFG CO Consumer Cyclical 17.0 $4K $235.29 +16.6%
998 NTRA NATERA INC Healthcare 19.0 $4K $210.53 +5.3%
999 NEU NEWMARKET CORP Basic Materials 6.0 $4K $666.67 +16.8%
1000 NI NISOURCE INC Utilities 82.0 $4K $48.78 -4.7%
Page 50 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%