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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 51 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 DRI DARDEN RESTAURANTS INC Consumer Cyclical 18.0 $3K NEW $166.67 +24.6%
1002 DELL DELL TECHNOLOGIES INC Technology 22.0 $3K NEW $136.36 +198.6%
1003 DVN DEVON ENERGY CORP NEW Energy 80.0 $3K NEW $37.50 +16.8%
1004 DLB DOLBY LABORATORIES INC Technology 51.0 $3K NEW $58.82 -5.1%
1005 DLTR DOLLAR TREE INC Consumer Defensive 26.0 $3K NEW $115.38 +0.0%
1006 DOV DOVER CORP Industrials 14.0 $3K NEW $214.29 -0.9%
1007 EQH EQUITABLE HLDGS INC Financial Services 65.0 $3K NEW $46.15 -8.9%
1008 FDS FACTSET RESH SYS INC Financial Services 12.0 $3K NEW $250.00 -0.1%
1009 AJG GALLAGHER ARTHUR J & CO Financial Services 12.0 $3K NEW $250.00 -18.8%
1010 AUSF GLOBAL X FDS 69.0 $3K NEW $43.48 +13.3%
1011 GL GLOBE LIFE INC Financial Services 24.0 $3K NEW $125.00 +24.4%
1012 GDDY GODADDY INC Technology 24.0 $3K NEW $125.00 -29.9%
1013 GRAL GRAIL INC Healthcare 34.0 $3K NEW $88.24 -17.5%
1014 DINO HF SINCLAIR CORP Energy 75.0 $3K NEW $40.00 +72.0%
1015 HRL HORMEL FOODS CORP Consumer Defensive 138.0 $3K NEW $21.74 +8.7%
1016 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 44.0 $3K NEW $68.18 +25.7%
1017 IGIB ISHARES TR 55.0 $3K NEW $54.55 -2.2%
1018 KINS KINGSTONE COS INC Financial Services 183.0 $3K NEW $16.39 -5.9%
1019 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 31.0 $3K NEW $96.77 +0.6%
1020 MRVL MARVELL TECHNOLOGY INC Technology 34.0 $3K NEW $88.24 +129.3%
Page 51 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%