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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 63 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 FRSH FRESHWORKS INC Technology 71.0 $1K NEW $14.08 -33.4%
1242 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 69.0 $1K $14.49 +8.5%
1243 GIS GENERAL MILLS INC Consumer Defensive 17.0 $1K -609.0 -97.3% $58.82 -42.2%
1244 GEOS GEOSPACE TECHNOLOGIES CORP Energy 122.0 $1K $8.20 +1.8%
1245 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 2.0 $1K $500.00 -36.4%
1246 GH GUARDANT HEALTH INC Healthcare 8.0 $1K $125.00 +5.7%
1247 HALO HALOZYME THERAPEUTICS INC Healthcare 12.0 $1K $83.33 -18.9%
1248 HR HEALTHCARE RLTY TR Real Estate 35.0 $1K $28.57 -30.7%
1249 HNNA HENNESSY ADVISORS INC Financial Services 54.0 $1K $18.52 -44.8%
1250 HTZ HERTZ GLOBAL HLDGS INC Industrials 203.0 $1K $4.93 +10.4%
1251 HXL HEXCEL CORP NEW Industrials 8.0 $1K $125.00 -27.5%
1252 HIMS HIMS & HERS HEALTH INC Healthcare 60.0 $1K +6.0 +11.1% $16.67 +48.9%
1253 HUBS HUBSPOT INC Technology 3.0 $1K -21.0 -87.5% $333.33 -36.0%
1254 HUMA HUMACYTE INC Healthcare 2,000.0 $1K $0.50 +157.3%
1255 IEX IDEX CORP Industrials 5.0 $1K $200.00 +6.0%
1256 ICCC IMMUCELL CORP Healthcare 98.0 $1K $10.20 -1.8%
1257 IMKTA INGLES MKTS INC Consumer Defensive 11.0 $1K NEW $90.91 -2.6%
1258 INVA INNOVIVA INC Healthcare 42.0 $1K +4.0 +10.5% $23.81 -8.7%
1259 PODD INSULET CORP Healthcare 7.0 $1K +1.0 +16.7% $142.86 -0.2%
1260 ITGR INTEGER HLDGS CORP Healthcare 9.0 $1K $111.11 -18.8%
Page 63 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%