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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 4 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PLTR PALANTIR TECHNOLOGIES INC Technology 2,390.0 $350K 0.04% -69.0 -2.8% $146.44 -3.0%
62 LDUR PIMCO ETF TR 3,532.0 $338K 0.04% -2K -30.2% $95.70 -0.1%
63 AMD ADVANCED MICRO DEVICES INC Technology 1,656.0 $337K 0.04% -22.0 -1.3% $203.50 +154.4%
64 ABT ABBOTT LABORATORIES Healthcare 3,193.0 $328K 0.04% -285.0 -8.2% $102.72 -16.2%
65 SPGI S&P GLOBAL INC Financial Services 761.0 $324K 0.04% -56.0 -6.8% $425.76 -1.6%
66 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,571.0 $319K 0.04% -94.0 -5.7% $203.06 +8.2%
67 BX BLACKSTONE INC Financial Services 2,745.0 $316K 0.04% -28.0 -1.0% $115.12 +0.9%
68 DHR DANAHER CORP DEL Healthcare 1,661.0 $315K 0.04% -12.0 -0.7% $189.64 -4.9%
69 DE DEERE & CO Industrials 559.0 $315K 0.04% -46.0 -7.6% $563.51 -4.3%
70 IDV ISHARES TR 7,346.0 $313K 0.04% -299.0 -3.9% $42.61 +4.9%
71 MDT MEDTRONIC PLC Healthcare 3,231.0 $280K 0.03% -35.0 -1.1% $86.66 -12.9%
72 VRT VERTIV HOLDINGS CO Industrials 1,049.0 $263K 0.03% -47.0 -4.3% $250.71 +26.2%
73 NDSN NORDSON CORP Industrials 953.0 $254K 0.03% -18.0 -1.9% $266.53 +7.9%
74 AFL AFLAC INC Financial Services 2,275.0 $250K 0.03% -18.0 -0.8% $109.89 +3.0%
75 J P MORGAN EXCHANGE TRADED F 3,887.0 $238K 0.03% -374.0 -8.8% $61.23
76 IDEV ISHARES TR 2,817.0 $235K 0.03% -613.0 -17.9% $83.42 +8.4%
77 XLB SELECT SECTOR SPDR TR 4,359.0 $218K 0.03% -219.0 -4.8% $50.01 +2.5%
78 INTU INTUIT Technology 502.0 $217K 0.03% -118.0 -19.0% $432.27 -26.7%
79 PSX PHILLIPS 66 Energy 1,165.0 $212K 0.02% -55.0 -4.5% $181.97 -2.8%
80 EMGF ISHARES INC 3,274.0 $198K 0.02% -361.0 -9.9% $60.48 +22.2%
Page 4 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%