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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 60 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 ESE ESCO TECHNOLOGIES INC Technology 4.0 $1K NEW $250.00 +19.3%
1182 EVR EVERCORE INC Financial Services 2.0 $1K NEW $500.00 -30.1%
1183 EE EXCELERATE ENERGY INC Utilities 21.0 $1K NEW $47.62 -30.6%
1184 FG F&G ANNUITIES & LIFE INC Financial Services 18.0 $1K NEW $55.56 -49.7%
1185 FMC FMC CORP Basic Materials 74.0 $1K NEW $13.51 +2.0%
1186 FLYW FLYWIRE CORPORATION Technology 56.0 $1K NEW $17.86 -9.3%
1187 FMAO FARMERS & MERCHANTS BANCORP Financial Services 33.0 $1K NEW $30.30 -7.4%
1188 FMNB FARMERS NATIONAL BANC CORP Financial Services 44.0 $1K NEW $22.73 -37.3%
1189 FPI FARMLAND PARTNERS INC Real Estate 146.0 $1K NEW $6.85 +51.8%
1190 FNF FIDELITY NATIONAL FINANCIAL Financial Services 13.0 $1K NEW $76.92 -37.9%
1191 FISI FINANCIAL INSTNS INC Financial Services 39.0 $1K NEW $25.64 +40.9%
1192 FNWD FINWARD BANCORP Financial Services 19.0 $1K NEW $52.63 -37.8%
1193 FAF FIRST AMERN FINL CORP Financial Services 19.0 $1K NEW $52.63 +26.3%
1194 FFIN FIRST FINL BANKSHARES INC Financial Services 34.0 $1K NEW $29.41 +11.5%
1195 FLNC FLUENCE ENERGY INC Utilities 26.0 $1K NEW $38.46 -49.7%
1196 FORM FORMFACTOR INC Technology 13.0 $1K NEW $76.92 +61.9%
1197 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 69.0 $1K NEW $14.49 +8.5%
1198 GOOD GLADSTONE COMMERCIAL CORP Real Estate 48.0 $1K NEW $20.83 -38.9%
1199 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 2.0 $1K NEW $500.00 -36.4%
1200 GH GUARDANT HEALTH INC Healthcare 8.0 $1K NEW $125.00 +5.7%
Page 60 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%