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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 9 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PID INVESCO EXCHANGE TRADED FD T 24,120.0 $531K 0.06% NEW $22.01 +4.9%
162 PFF ISHARES TR 17,107.0 $530K 0.06% NEW $30.98 +1.8%
163 AMAT APPLIED MATLS INC Technology 2,035.0 $523K 0.06% NEW $257.00 +73.6%
164 MGC VANGUARD WORLD FD 2,074.0 $521K 0.06% NEW $251.21 +10.8%
165 CSCO CISCO SYS INC Technology 6,750.0 $520K 0.06% NEW $77.04 +54.4%
166 UNH UNITEDHEALTH GROUP INC Healthcare 1,566.0 $517K 0.06% NEW $330.14 +14.4%
167 MCO MOODYS CORP Financial Services 1,004.0 $513K 0.06% NEW $510.96 -10.9%
168 QEMM SPDR INDEX SHS FDS 7,761.0 $513K 0.06% NEW $66.10 +23.7%
169 AGG ISHARES TR 5,040.0 $503K 0.06% NEW $99.80 -0.7%
170 CALF PACER FDS TR 11,307.0 $502K 0.06% NEW $44.40 +12.8%
171 HON HONEYWELL INTL INC Industrials 2,542.0 $496K 0.06% NEW $195.12 +20.2%
172 AXP AMERICAN EXPRESS CO Financial Services 1,318.0 $488K 0.06% NEW $370.26 -14.6%
173 MCD MCDONALDS CORP Consumer Cyclical 1,597.0 $488K 0.06% NEW $305.57 -8.4%
174 LMT LOCKHEED MARTIN CORP Industrials 1,007.0 $487K 0.06% NEW $483.61 +9.7%
175 ROL ROLLINS INC Consumer Cyclical 8,091.0 $486K 0.06% NEW $60.07 -20.2%
176 GD GENERAL DYNAMICS CORP Industrials 1,441.0 $485K 0.06% NEW $336.57 +3.2%
177 LDUR PIMCO ETF TR 5,057.0 $485K 0.06% NEW $95.91 -0.4%
178 UNP UNION PAC CORP Industrials 2,078.0 $481K 0.05% NEW $231.47 +12.9%
179 WM WASTE MGMT INC DEL Industrials 2,165.0 $476K 0.05% NEW $219.86 -2.5%
180 AGO ASSURED GUARANTY LTD Financial Services 5,262.0 $473K 0.05% NEW $89.89 -17.2%
Page 9 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%