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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 52 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 MPWR MONOLITHIC PWR SYS INC Technology 3.0 $3K NEW $1000.00 +57.7%
1022 NATL NCR ATLEOS CORPORATION Technology 73.0 $3K NEW $41.10 +7.7%
1023 NHC NATIONAL HEALTHCARE CORP Healthcare 20.0 $3K NEW $150.00 +31.8%
1024 NI NISOURCE INC Utilities 82.0 $3K NEW $36.59 +29.0%
1025 RVTY REVVITY INC Healthcare 26.0 $3K NEW $115.38 -13.6%
1026 PSTG PURE STORAGE INC Technology 50.0 $3K NEW $60.00 +22.9%
1027 SRLN SSGA ACTIVE ETF TR 75.0 $3K NEW $40.00 +0.7%
1028 SENEA SENECA FOODS CORP NEW Consumer Defensive 25.0 $3K NEW $120.00 +46.1%
1029 SIRI SIRIUSXM HOLDINGS INC Communication Services 135.0 $3K NEW $22.22 +23.8%
1030 SWX SOUTHWEST GAS HLDGS INC Utilities 43.0 $3K NEW $69.77 +27.6%
1031 STAG STAG INDL INC Real Estate 78.0 $3K NEW $38.46 +0.8%
1032 SYY SYSCO CORP Consumer Defensive 47.0 $3K NEW $63.83 +24.1%
1033 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 41.0 $3K NEW $73.17 +1.3%
1034 ULBI ULTRALIFE CORP Industrials 580.0 $3K NEW $5.17 +25.7%
1035 VMBS VANGUARD SCOTTSDALE FDS 63.0 $3K NEW $47.62 -2.0%
1036 VMC VULCAN MATLS CO Basic Materials 11.0 $3K NEW $272.73 +2.7%
1037 WTBA WEST BANCORPORATION INC Financial Services 123.0 $3K NEW $24.39 +1.9%
1038 FN FABRINET Technology 6.0 $3K NEW $500.00 +22.2%
1039 GLRE GREENLIGHT CAPITAL RE LTD Financial Services 176.0 $3K NEW $17.05 -5.5%
1040 NE NOBLE CORP PLC Energy 93.0 $3K NEW $32.26 +45.5%
Page 52 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%