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Portfolio (Quarterly) Guide ↗

Capital Advisors, Ltd. LLC

· CIK 0001597878
13F Portfolio $880M AUM 1,555 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 326 Added 239 Reduced 87 Exited
Page 6 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HD HOME DEPOT INC Consumer Cyclical 3,993.0 $1.3M 0.15% -56.0 -1.4% $328.83 -2.3%
102 TDVG T ROWE PRICE ETF INC 28,041.0 $1.3M 0.14% +217.0 +0.8% $44.61 +7.5%
103 SPYM SPDR SERIES TRUST 15,934.0 $1.2M 0.14% +4K +31.1% $76.57 +16.0%
104 MA MASTERCARD INCORPORATED Financial Services 2,348.0 $1.2M 0.13% -69.0 -2.9% $499.57 -1.2%
105 MUB ISHARES TR 11,020.0 $1.2M 0.13% +1K +14.3% $106.17 +0.8%
106 IEMG ISHARES INC 16,654.0 $1.2M 0.13% +5K +42.1% $69.77 +19.8%
107 NEAR ISHARES U S ETF TR 22,670.0 $1.2M 0.13% $50.82 -0.1%
108 V VISA INC Financial Services 3,785.0 $1.1M 0.13% -108.0 -2.8% $302.25 +7.5%
109 JNJ JOHNSON & JOHNSON Healthcare 4,629.0 $1.1M 0.13% +85.0 +1.9% $244.33 -5.5%
110 IBM INTERNATIONAL BUSINESS MACHS Technology 4,656.0 $1.1M 0.13% -49.0 -1.0% $242.48 +9.0%
111 LEAD SIREN ETF TR 14,552.0 $1.1M 0.13% -4K -20.1% $76.69 +12.5%
112 JPEF J P MORGAN EXCHANGE TRADED F 15,027.0 $1.1M 0.12% -267.0 -1.8% $71.80 +12.6%
113 ORCL ORACLE CORP Technology 7,292.0 $1.1M 0.12% +158.0 +2.2% $147.15 +38.4%
114 LLY ELI LILLY & CO Healthcare 1,166.0 $1.1M 0.12% -79.0 -6.3% $919.38 +22.6%
115 IWB ISHARES TR 2,994.0 $1.1M 0.12% +86.0 +3.0% $356.71 +15.4%
116 VYM VANGUARD WHITEHALL FDS 7,171.0 $1.1M 0.12% +518.0 +7.8% $148.10 +6.9%
117 AMGN AMGEN INC Healthcare 3,016.0 $1.1M 0.12% -588.0 -16.3% $351.79 -4.4%
118 VGSH VANGUARD SCOTTSDALE FDS 17,887.0 $1.0M 0.12% +8K +86.9% $58.53 -0.4%
119 IGRO ISHARES TR 12,279.0 $1.0M 0.12% +338.0 +2.8% $83.80 +5.5%
120 SCHB SCHWAB STRATEGIC TR 40,541.0 $1.0M 0.12% -1K -3.2% $25.11 +15.9%
Page 6 of 78  ·  1,555 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 53.5%
Technology 14.5%
Consumer Cyclical 9.4%
Industrials 8.1%
Healthcare 4.4%
Communication Services 3.4%
Consumer Defensive 2.5%
Energy 2.1%
Utilities 0.9%
Basic Materials 0.8%