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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 61 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 CPF CENTRAL PAC FINL CORP Financial Services 38.0 $1K $26.32 +31.9%
1202 CCS CENTURY COMMUNITIES INC Consumer Cyclical 18.0 $1K $55.56 -2.5%
1203 CRNC CERENCE INC Technology 81.0 $1K $12.35 -4.7%
1204 CRUS CIRRUS LOGIC INC Technology 4.0 $1K $250.00 -31.9%
1205 CLH CLEAN HARBORS INC Industrials 5.0 $1K $200.00 +40.1%
1206 CGNX COGNEX CORP Technology 25.0 $1K $40.00 +62.0%
1207 COHR COHERENT CORP Technology 5.0 $1K $200.00 +77.7%
1208 CMP COMPASS MINERALS INTL INC Basic Materials 32.0 $1K $31.25 +2.5%
1209 CRK COMSTOCK RES INC Energy 52.0 $1K $19.23 -30.5%
1210 CNOB CONNECTONE BANCORP INC Financial Services 21.0 $1K $47.62 -36.7%
1211 CROX CROCS INC Consumer Cyclical 17.0 $1K $58.82 +103.3%
1212 CUBE CUBESMART Real Estate 20.0 $1K $50.00 -19.1%
1213 CPIX CUMBERLAND PHARMACEUTICALS I Healthcare 437.0 $1K $2.29 +169.2%
1214 CW CURTISS WRIGHT CORP Industrials 2.0 $1K $500.00 +47.9%
1215 DXC DXC TECHNOLOGY CO Technology 90.0 $1K NEW $11.11 -14.9%
1216 DIOD DIODES INC Technology 8.0 $1K $125.00 -16.6%
1217 DOCU DOCUSIGN INC Technology 24.0 $1K +3.0 +14.3% $41.67 +23.4%
1218 DKNG DRAFTKINGS INC NEW Consumer Cyclical 31.0 $1K -28.0 -47.5% $32.26 -25.4%
1219 EGP EASTGROUP PPTYS INC Real Estate 4.0 $1K $250.00 -18.6%
1220 ECPG ENCORE CAP GROUP INC Financial Services 14.0 $1K $71.43 +12.9%
Page 61 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%