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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 3 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VNLA JANUS DETROIT STR TR 15,055.0 $736K 0.08% -1K -7.0% $48.89 +0.4%
42 IYT ISHARES TR 9,535.0 $711K 0.08% -18K -65.0% $74.57 +12.8%
43 ICSH ISHARES TR 13,862.0 $702K 0.08% -1K -8.5% $50.64 -0.1%
44 INTF ISHARES TR 14,422.0 $562K 0.06% -1K -9.2% $38.97 +6.5%
45 MRK MERCK & CO INC Healthcare 4,390.0 $528K 0.06% -96.0 -2.1% $120.27 -0.3%
46 PID INVESCO EXCHANGE TRADED FD T 23,491.0 $523K 0.06% -629.0 -2.6% $22.26 +4.1%
47 VB VANGUARD INDEX FDS 1,962.0 $514K 0.06% -119.0 -5.7% $261.98 +12.3%
48 PFF ISHARES TR 16,860.0 $511K 0.06% -247.0 -1.4% $30.31 +3.9%
49 FMQQ EXCHANGE TRADED CONCEPTS TRU 43,759.0 $493K 0.06% -70K -61.4% $11.27 +3.2%
50 GD GENERAL DYNAMICS CORP Industrials 1,422.0 $488K 0.06% -19.0 -1.3% $343.18 +1.7%
51 AGG ISHARES TR 4,822.0 $479K 0.05% -218.0 -4.3% $99.34 -0.3%
52 COWZ PACER FDS TR 7,562.0 $473K 0.05% -275.0 -3.5% $62.55 +3.3%
53 QCOM QUALCOMM INC Technology 3,306.0 $426K 0.05% -88.0 -2.6% $128.86 +89.5%
54 CALF PACER FDS TR 9,453.0 $424K 0.05% -2K -16.4% $44.85 +10.5%
55 NFLX NETFLIX INC. Communication Services 4,304.0 $414K 0.05% -79.0 -1.8% $96.19 -10.2%
56 CME CME GROUP INC Financial Services 1,381.0 $408K 0.05% -12.0 -0.9% $295.44 -5.9%
57 UNH UNITEDHEALTH GROUP INC Healthcare 1,491.0 $403K 0.05% -75.0 -4.8% $270.29 +41.3%
58 SHW SHERWIN WILLIAMS CO Basic Materials 1,154.0 $370K 0.04% -38.0 -3.2% $320.62 -5.0%
59 MCK MCKESSON CORP Healthcare 423.0 $366K 0.04% -141.0 -25.0% $865.25 -12.6%
60 MGC VANGUARD WORLD FD 1,542.0 $364K 0.04% -532.0 -25.6% $236.06 +17.7%
Page 3 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%