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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 58 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 ZS ZSCALER INC Technology 13.0 $2K NEW $153.85 -12.0%
1142 ZM ZOOM COMMUNICATIONS INC Technology 22.0 $2K +15.0 +214.3% $90.91 +11.9%
1143 GCI LIBERTY INC 53.0 $2K $37.74
1144 HANOVER BANCORP INC 100.0 $2K $20.00
1145 UAA UNDER ARMOUR INC Consumer Cyclical 111.0 $1K +1.0 +0.9% $9.01 -34.0%
1146 U UNITY SOFTWARE INC Technology 53.0 $1K +21.0 +65.6% $18.87 +62.1%
1147 VONE VANGUARD SCOTTSDALE FDS 2.0 $1K $500.00 -31.7%
1148 VRNS VARONIS SYS INC Technology 31.0 $1K $32.26 +2.7%
1149 VMD VIEMED HEALTHCARE INC Healthcare 89.0 $1K $11.24 -11.4%
1150 VOYA VOYA FINANCIAL INC Financial Services 10.0 $1K $100.00 -17.9%
1151 WAB WABTEC Industrials 6.0 $1K $166.67 +56.9%
1152 WBS WEBSTER FINL CORP Financial Services 10.0 $1K $100.00 -27.0%
1153 WEN WENDYS CO Consumer Cyclical 116.0 $1K -42.0 -26.6% $8.62 -11.3%
1154 WEYS WEYCO GROUP INC Consumer Cyclical 18.0 $1K $55.56 -35.3%
1155 YORW YORK WTR CO Utilities 30.0 $1K -8.0 -21.1% $33.33 -10.6%
1156 ESNT ESSENT GROUP LTD Financial Services 11.0 $1K $90.91 -35.8%
1157 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 29.0 $1K $34.48 -6.2%
1158 IVZ INVESCO LTD Financial Services 21.0 $1K $47.62 -39.9%
1159 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 48.0 $1K $20.83 -10.9%
1160 NXPI NXP SEMICONDUCTORS N V Technology 4.0 $1K $250.00 +28.9%
Page 58 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%