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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 35 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 RMBI RICHMOND MUT BANCORPORATION Financial Services 1,184.0 $17K 0.00% NEW $14.36 +6.6%
682 AME AMETEK INC Industrials 85.0 $17K 0.00% NEW $200.00 +18.9%
683 THG HANOVER INS GROUP INC Financial Services 91.0 $17K 0.00% NEW $186.81 +14.6%
684 LBRDK LIBERTY BROADBAND CORP Communication Services 350.0 $17K 0.00% NEW $48.57 -38.4%
685 OKTA OKTA INC Technology 195.0 $17K 0.00% NEW $87.18 +59.5%
686 AZO AUTOZONE INC Consumer Cyclical 5.0 $17K 0.00% NEW $3400.00 -11.5%
687 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 485.0 $17K 0.00% NEW $35.05 +23.6%
688 STE STERIS PLC Healthcare 66.0 $17K 0.00% NEW $257.58 -18.4%
689 DD DUPONT DE NEMOURS INC Basic Materials 434.0 $17K 0.00% NEW $39.17 +259.7%
690 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 189.0 $17K 0.00% NEW $89.95 +18.1%
691 HST HOST HOTELS & RESORTS INC Real Estate 970.0 $17K 0.00% NEW $17.53 +39.8%
692 LIBERTY MEDIA CORP DEL 174.0 $17K 0.00% NEW $97.70
693 SEALED AIR CORP NEW 406.0 $17K 0.00% NEW $41.87
694 LEA LEAR CORP Consumer Cyclical 137.0 $16K 0.00% NEW $116.79 +22.4%
695 BRO BROWN & BROWN INC Financial Services 197.0 $16K 0.00% NEW $81.22 -19.8%
696 KFRC KFORCE INC Industrials 515.0 $16K 0.00% NEW $31.07 +85.4%
697 GM GENERAL MTRS CO Consumer Cyclical 200.0 $16K 0.00% NEW $80.00 +2.6%
698 SOLV SOLVENTUM CORP Healthcare 208.0 $16K 0.00% NEW $76.92 +1.4%
699 GOLD GOLD COM INC Financial Services 463.0 $16K 0.00% NEW $34.56 +17.7%
700 HOPE HOPE BANCORP INC Financial Services 1,418.0 $16K 0.00% NEW $11.28 +20.2%
Page 35 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%