Capital Advisors, Ltd. LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $885 Million distributed in 1528 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $79.8M, Ishares Russell 1000 Gr ETF with a value of $68.4M, Vanguard Total Stock Market Et with a value of $34.3M, Vanguard Dividend Appreciation with a value of $32.4M, and Ishares Msci Usa Quality Facto with a value of $32.1M.
Examining the 13F form we can see an increase of $75M in the current position value, from $811M to 885M.
Below you can find more details about Capital Advisors, Ltd. LLC portfolio as well as his latest detailed transactions.
Portfolio value
$885 Million
ETFs: $726 Million
Consumer Cyclical: $40.3 Million
Technology: $39.2 Million
Financial Services: $17 Million
Industrials: $14.8 Million
Healthcare: $10.2 Million
Communication Services: $8.01 Million
Consumer Defensive: $5.6 Million
Other: $8.31 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
