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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 6 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BDX BECTON DICKINSON & CO Healthcare 537.0 $84K 0.01% -16.0 -2.9% $156.42 -5.1%
102 CI THE CIGNA GROUP Healthcare 296.0 $79K 0.01% -923.0 -75.7% $266.89 +6.5%
103 APH AMPHENOL CORP Technology 609.0 $77K 0.01% -86.0 -12.4% $126.44 +16.8%
104 SPHD INVESCO EXCH TRADED FD TR II 1,548.0 $77K 0.01% -515.0 -25.0% $49.74 +0.6%
105 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 250.0 $73K 0.01% -12.0 -4.6% $292.00 +34.5%
106 VRSN VERISIGN INC Technology 282.0 $70K 0.01% -15.0 -5.0% $248.23 +19.3%
107 ALL ALLSTATE CORP Financial Services 330.0 $68K 0.01% -48.0 -12.7% $206.06 +0.6%
108 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 197.0 $67K 0.01% -194.0 -49.6% $340.10 +24.9%
109 BR BROADRIDGE FINL SOLUTIONS IN Technology 394.0 $64K 0.01% -27.0 -6.4% $162.44 -7.9%
110 ZTS ZOETIS INC Healthcare 533.0 $63K 0.01% -4.0 -0.7% $118.20 -33.8%
111 CEG CONSTELLATION ENERGY CORP Utilities 216.0 $60K 0.01% -4.0 -1.8% $277.78 +3.1%
112 NKE NIKE INC Consumer Cyclical 1,115.0 $59K 0.01% -415.0 -27.1% $52.91 -10.5%
113 RY ROYAL BK CDA Financial Services 361.0 $58K 0.01% -43.0 -10.6% $160.66 +17.6%
114 CCJ CAMECO CORP Energy 485.0 $53K 0.01% -250.0 -34.0% $109.28 +1.2%
115 COIN COINBASE GLOBAL INC Financial Services 296.0 $52K 0.01% -38.0 -11.4% $175.68 +3.7%
116 EEMV ISHARES INC 747.0 $48K 0.01% -986.0 -56.9% $64.26 +17.2%
117 KMB KIMBERLY-CLARK CORP Consumer Defensive 494.0 $48K 0.01% -206.0 -29.4% $97.17 +3.1%
118 MSTR STRATEGY INC Technology 370.0 $46K 0.01% -26.0 -6.6% $124.32 +21.9%
119 TTEK TETRA TECH INC NEW Industrials 1,290.0 $39K 0.00% -2K -60.6% $30.23 -8.4%
120 TXT TEXTRON INC Industrials 451.0 $39K 0.00% -11K -95.9% $86.47 +6.3%
Page 6 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%