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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 1 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 141,847.0 $30.5M 3.47% -3K -2.2% $215.06 +8.4%
2 USMV ISHARES TR 233,687.0 $21.7M 2.46% -8K -3.5% $92.74 +3.9%
3 IJJ ISHARES TR 110,627.0 $14.7M 1.67% -2K -1.7% $132.50 +6.8%
4 VUG VANGUARD INDEX FDS 28,353.0 $12.4M 1.41% -408.0 -1.4% $436.78 -79.8%
5 SPLV INVESCO EXCH TRADED FD TR II 156,789.0 $11.5M 1.30% -16K -9.2% $73.14 +0.3%
6 AAPL APPLE INC Technology 36,815.0 $9.3M 1.06% -273.0 -0.7% $253.78 +22.6%
7 AKRE PROFESIONALLY MANAGED PORTFO 124,921.0 $6.6M 0.75% -25K -16.5% $52.85 +2.9%
8 MSFT MICROSOFT CORP Technology 16,774.0 $6.2M 0.71% -914.0 -5.2% $370.16 +14.7%
9 GSY INVESCO ACTIVELY MANAGED EXC 107,788.0 $5.4M 0.61% -2K -2.2% $50.12 +0.0%
10 NVDA NVIDIA CORPORATION Technology 26,332.0 $4.6M 0.52% -4K -13.9% $174.39 +22.0%
11 PEY INVESCO EXCHANGE TRADED FD T 170,189.0 $3.6M 0.41% -9K -4.9% $21.42 +5.6%
12 VFQY VANGUARD WELLINGTON FD 22,054.0 $3.3M 0.37% -2K -7.4% $149.22 +9.3%
13 GBIL GOLDMAN SACHS ETF TR 30,460.0 $3.1M 0.35% -8K -21.1% $100.20 -0.1%
14 IVV ISHARES TR 4,512.0 $2.9M 0.34% -13K -74.2% $653.15 +15.4%
15 MINT PIMCO ETF TR 28,894.0 $2.9M 0.33% -824.0 -2.8% $100.57 +0.1%
16 VOT VANGUARD INDEX FDS 9,917.0 $2.6M 0.29% -207.0 -2.0% $257.34 +14.1%
17 EQAL INVESCO EXCH TRADED FD TR II 46,075.0 $2.5M 0.29% -2K -5.1% $55.11 +6.4%
18 SHV ISHARES TR 20,283.0 $2.2M 0.25% -591.0 -2.8% $110.39 -0.0%
19 XLK SELECT SECTOR SPDR TR 16,663.0 $2.2M 0.25% -185.0 -1.1% $132.93 +38.8%
20 VIGI VANGUARD WHITEHALL FDS 23,423.0 $2.1M 0.23% -3K -9.9% $88.46 +5.7%
Page 1 of 12  ·  239 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%