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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 68 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 8.0
1342 MJ AMPLIFY ETF TR 12.0
1343 AMPL AMPLITUDE INC Technology 29.0 NEW
1344 APLS APELLIS PHARMACEUTICALS INC Healthcare 1.0
1345 ARI APOLLO COML REAL ESTATE FIN Real Estate 35.0
1346 APPN APPIAN CORP Technology 1.0 NEW
1347 APLE APPLE HOSPITALITY REIT INC Real Estate 12.0
1348 ARMK ARAMARK Industrials 4.0
1349 ABR ARBOR REALTY TRUST INC Real Estate 13.0 NEW
1350 ACLX ARCELLX INC Healthcare 1.0 NEW
1351 ACA ARCOSA INC Industrials 2.0
1352 RCUS ARCUS BIOSCIENCES INC Healthcare 1.0
1353 ARTNA ARTESIAN RES CORP Utilities 1.0
1354 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 10.0
1355 ARVN ARVINAS INC Healthcare 6.0
1356 ASAN ASANA INC Technology 17.0 NEW
1357 ALAB ASTERA LABS INC Technology 4.0
1358 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 5.0
1359 AVB AVALONBAY CMNTYS INC Real Estate 1.0
1360 AVNS AVANOS MED INC Healthcare 3.0
Page 68 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%