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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 8 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TSCO TRACTOR SUPPLY CO Consumer Cyclical 13,767.0 $688K 0.08% NEW $49.97 -37.9%
142 SMLF ISHARES TR 9,085.0 $680K 0.08% NEW $74.85 +14.0%
143 PWR QUANTA SVCS INC Industrials 1,608.0 $679K 0.08% NEW $422.26 +67.6%
144 PUI INVESCO EXCHANGE TRADED FD T 15,547.0 $678K 0.08% NEW $43.61 +6.7%
145 DGRE WISDOMTREE TR 21,522.0 $674K 0.08% NEW $31.32 +28.1%
146 ETN EATON CORP PLC Industrials 2,096.0 $668K 0.07% NEW $318.70 +24.9%
147 JEPQ J P MORGAN EXCHANGE TRADED F 10,537.0 $612K 0.07% NEW $58.08 +5.0%
148 INTF ISHARES TR 15,890.0 $600K 0.07% NEW $37.76 +10.1%
149 FRDM EA SERIES TRUST 11,455.0 $587K 0.07% NEW $51.24 +41.6%
150 QCOM QUALCOMM INC Technology 3,394.0 $581K 0.07% NEW $171.18 +44.9%
151 TTD THERMO FISHER SCIENTIFIC INC Technology 996.0 $577K 0.07% NEW $579.32 -96.3%
152 DON WISDOMTREE TR 11,342.0 $571K 0.06% NEW $50.34 +9.8%
153 PEP PEPSICO INC Consumer Defensive 3,971.0 $570K 0.06% NEW $143.54 +1.0%
154 TTEK TEXAS INSTRS INC Industrials 3,272.0 $568K 0.06% NEW $173.59 -84.1%
155 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,494.0 $566K 0.06% NEW $161.99 -8.6%
156 PKW INVESCO EXCHANGE TRADED FD T 4,206.0 $565K 0.06% NEW $134.33 +2.1%
157 COF CAPITAL ONE FINL CORP Financial Services 2,325.0 $564K 0.06% NEW $242.58 -22.3%
158 VGSH VANGUARD SCOTTSDALE FDS 9,571.0 $562K 0.06% NEW $58.72 -0.6%
159 PG PROCTER AND GAMBLE CO Consumer Defensive 3,785.0 $542K 0.06% NEW $143.20 +1.1%
160 VB VANGUARD INDEX FDS 2,081.0 $537K 0.06% NEW $258.05 +13.3%
Page 8 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%