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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 58 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 BBY BEST BUY INC Consumer Cyclical 8.0 $1K NEW $125.00 -38.5%
1142 BJRI BJS RESTAURANTS INC Consumer Cyclical 24.0 $1K NEW $41.67 +14.2%
1143 BKH BLACK HILLS CORP Utilities 14.0 $1K NEW $71.43 +2.3%
1144 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 209.0 $1K NEW $4.78 -31.1%
1145 BEPC BROOKFIELD RENEWABLE CORP Utilities 16.0 $1K NEW $62.50 -36.7%
1146 CBZ CBIZ INC Industrials 13.0 $1K NEW $76.92 -57.2%
1147 CMS CMS ENERGY CORP Utilities 8.0 $1K NEW $125.00 -41.8%
1148 CACI CACI INTL INC Technology 1.0 $1K NEW $1000.00 -48.0%
1149 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 26.0 $1K NEW $38.46 -24.5%
1150 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 63.0 $1K NEW $15.87 -2.4%
1151 CPT CAMDEN PPTY TR Real Estate 6.0 $1K NEW $166.67 -35.7%
1152 CFFN CAPITOL FED FINL INC Financial Services 149.0 $1K NEW $6.71 +15.9%
1153 CAVA CAVA GROUP INC Consumer Cyclical 21.0 $1K NEW $47.62 +67.8%
1154 CVCO CAVCO INDS INC DEL Consumer Cyclical 2.0 $1K NEW $500.00 +8.8%
1155 CPF CENTRAL PAC FINL CORP Financial Services 38.0 $1K NEW $26.32 +31.9%
1156 CCS CENTURY CMNTYS INC Consumer Cyclical 18.0 $1K NEW $55.56 -3.3%
1157 CRNC CERENCE INC Technology 81.0 $1K NEW $12.35 -3.7%
1158 CHDN CHURCHILL DOWNS INC Consumer Cyclical 5.0 $1K NEW $200.00 -55.8%
1159 CLH CLEAN HARBORS INC Industrials 5.0 $1K NEW $200.00 +40.1%
1160 CGNX COGNEX CORP Technology 25.0 $1K NEW $40.00 +64.1%
Page 58 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%