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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 72 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 GIC GLOBAL INDUSTRIAL COMPANY Industrials 10.0
1422 GNL GLOBAL NET LEASE INC Real Estate 36.0
1423 SELF GLOBAL SELF STORAGE INC Real Estate 71.0
1424 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 33.0 NEW
1425 GEF GREIF INC Consumer Cyclical 3.0
1426 GWRE GUIDEWIRE SOFTWARE INC Technology 3.0 NEW
1427 HCI HCI GROUP INC Financial Services 3.0
1428 HP HELMERICH & PAYNE INC Energy 1.0
1429 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 4.0
1430 CRGY CRESCENT ENERGY COMPANY Energy 28.0
1431 IPGP IPG PHOTONICS CORP Technology 3.0
1432 IDYA IDEAYA BIOSCIENCES INC Healthcare 1.0
1433 IBCP INDEPENDENT BK CORP MICH Financial Services 5.0
1434 INSM INSMED INC Healthcare 2.0 NEW
1435 INSP INSPIRE MED SYS INC Healthcare 1.0 -54.0 -98.2%
1436 NSP INSPERITY INC Industrials 8.0 +3.0 +60.0%
1437 INGN INOGEN INC Healthcare 25.0
1438 LUNR INTUITIVE MACHINES INC Industrials 1.0 -5.0 -83.3%
1439 ITIC INVESTORS TITLE CO NC Financial Services 1.0
1440 IONQ IONQ INC Technology 12.0 +4.0 +50.0%
Page 72 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%