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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 59 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 COHR COHERENT CORP Technology 5.0 $1K NEW $200.00 +79.2%
1162 CVLT COMMVAULT SYS INC Technology 5.0 $1K NEW $200.00 -42.3%
1163 CMP COMPASS MINERALS INTL INC Basic Materials 32.0 $1K NEW $31.25 +2.6%
1164 CRK COMSTOCK RES INC Energy 52.0 $1K NEW $19.23 -30.8%
1165 CNOB CONNECTONE BANCORP INC Financial Services 21.0 $1K NEW $47.62 -36.5%
1166 CRD-B CRAWFORD & CO 48.0 $1K NEW $20.83 -51.9%
1167 CROX CROCS INC Consumer Cyclical 17.0 $1K NEW $58.82 +102.9%
1168 CUBE CUBESMART Real Estate 20.0 $1K NEW $50.00 -19.3%
1169 CW CURTISS WRIGHT CORP Industrials 2.0 $1K NEW $500.00 +48.6%
1170 DLX DELUXE CORP Communication Services 59.0 $1K NEW $16.95 +42.5%
1171 DOCU DOCUSIGN INC Technology 21.0 $1K NEW $47.62 +9.4%
1172 DEI DOUGLAS EMMETT INC Real Estate 83.0 $1K NEW $12.05 -4.8%
1173 DUOL DUOLINGO INC Technology 4.0 $1K NEW $250.00 -55.7%
1174 DOCS DOXIMITY INC Healthcare 13.0 $1K NEW $76.92 -72.5%
1175 EXP EAGLE MATLS INC Basic Materials 3.0 $1K NEW $333.33 -33.7%
1176 EGP EASTGROUP PPTYS INC Real Estate 4.0 $1K NEW $250.00 -18.9%
1177 ECPG ENCORE CAP GROUP INC Financial Services 14.0 $1K NEW $71.43 +12.3%
1178 ENPH ENPHASE ENERGY INC Energy 19.0 $1K NEW $52.63 +30.2%
1179 ENTG ENTEGRIS INC Technology 7.0 $1K NEW $142.86 -3.0%
1180 ERIE ERIE INDTY CO Financial Services 2.0 $1K NEW $500.00 -57.2%
Page 59 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%