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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 36 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ICLR ICON PLC Healthcare 157.0 $17K 0.00% $108.28 +25.7%
702 SEALED AIR CORP NEW 406.0 $17K 0.00% $41.87
703 APP APPLOVIN CORP Technology 43.0 $17K 0.00% +8.0 +22.9% $395.35 +55.1%
704 AZO AUTOZONE INC Consumer Cyclical 5.0 $17K 0.00% $3400.00 -13.7%
705 EBF ENNIS INC Industrials 798.0 $17K 0.00% +61.0 +8.3% $21.30 -4.0%
706 FICO FAIR ISAAC CORP Technology 16.0 $17K 0.00% NEW $1062.50 +17.7%
707 HSY HERSHEY CO Consumer Defensive 81.0 $17K 0.00% $209.88 -7.6%
708 IUSG ISHARES TR 112.0 $17K 0.00% $151.79 +26.2%
709 LEA LEAR CORP Consumer Cyclical 137.0 $17K 0.00% $124.09 +15.3%
710 OXY OCCIDENTAL PETE CORP Energy 264.0 $17K 0.00% -480.0 -64.5% $64.39 -12.1%
711 POR PORTLAND GEN ELEC CO Utilities 314.0 $17K 0.00% $54.14 -7.4%
712 CAE CAE INC Industrials 625.0 $16K 0.00% $25.60 +0.8%
713 CWT CALIFORNIA WTR SVC GROUP Utilities 362.0 $16K 0.00% $44.20 +2.0%
714 CERS CERUS CORP Healthcare 9,000.0 $16K 0.00% NEW $1.78 +71.0%
715 FDLO FIDELITY COVINGTON TRUST 245.0 $16K 0.00% $65.31 +7.8%
716 FISV FISERV INC Technology 284.0 $16K 0.00% -141.0 -33.2% $56.34 +0.4%
717 GDDY GODADDY INC Technology 191.0 $16K 0.00% +167.0 +695.8% $83.77 +2.5%
718 THG HANOVER INS GROUP INC Financial Services 91.0 $16K 0.00% $175.82 +5.9%
719 HOPE HOPE BANCORP INC Financial Services 1,418.0 $16K 0.00% $11.28 +11.1%
720 IUSV ISHARES TR 153.0 $16K 0.00% $104.58 +5.5%
Page 36 of 78  ·  1,555 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%