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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 54 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 CVI CVR ENERGY INC Energy 65.0 $2K NEW $30.77 +8.5%
1062 CCL CARNIVAL CORP Consumer Cyclical 71.0 $2K NEW $28.17 +0.4%
1063 CENT CENTRAL GARDEN & PET CO Consumer Defensive 58.0 $2K NEW $34.48 +13.4%
1064 CLSK CLEANSPARK INC Technology 221.0 $2K NEW $9.05 +94.9%
1065 FIX COMFORT SYS USA INC Industrials 2.0 $2K NEW $1000.00 +80.8%
1066 CBSH COMMERCE BANCSHARES INC Financial Services 46.0 $2K NEW $43.48 +20.5%
1067 CNXC CONCENTRIX CORP Technology 48.0 $2K NEW $41.67 -34.1%
1068 CR CRANE COMPANY Industrials 9.0 $2K NEW $222.22 -16.8%
1069 CWK CRAWFORD & CO Real Estate 157.0 $2K NEW $12.74 -0.8%
1070 CPIX CUMBERLAND PHARMACEUTICALS I Healthcare 437.0 $2K NEW $4.58 +34.6%
1071 DTM DT MIDSTREAM INC Energy 15.0 $2K NEW $133.33 +5.8%
1072 DKNG DRAFTKINGS INC NEW Consumer Cyclical 59.0 $2K NEW $33.90 -28.3%
1073 DT DYNATRACE INC Technology 43.0 $2K NEW $46.51 -8.9%
1074 EBC EASTERN BANKSHARES INC Financial Services 112.0 $2K NEW $17.86 +11.6%
1075 EHC ENCOMPASS HEALTH CORP Healthcare 16.0 $2K NEW $125.00 -15.1%
1076 EXLS EXLSERVICE HOLDINGS INC Technology 42.0 $2K NEW $47.62 -38.5%
1077 FSS FEDERAL SIGNAL CORP Industrials 15.0 $2K NEW $133.33 -18.8%
1078 FOXA FOX CORP Communication Services 32.0 $2K NEW $62.50 +4.6%
1079 FELE FRANKLIN ELEC INC Industrials 18.0 $2K NEW $111.11 -10.9%
1080 IT GARTNER INC Technology 7.0 $2K NEW $285.71 -42.7%
Page 54 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%