Capital Advisors, Ltd. LLC - Portfolio overview

Capital Advisors, Ltd. LLC has 1363 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 8.76%
2. IWF - ISHARES TR, 6.86%
3. QUAL - ISHARES TR, 3.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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