Capital Advisors, Ltd. LLC
All 13F Filings
- Location
- Shaker Heights, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 991,162
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 1,518 | 991,162 | 13F-HR | Capital Advisors, Ltd. LLC |
| Q1 2026 | 4/16/2026 | 1,555 | 879,848 | 13F-HR | Capital Advisors, Ltd. LLC |
| Q4 2025 | 1/21/2026 | 1,536 | 886,721 | 13F-HR | Capital Advisors, Ltd. LLC |
| Q3 2025 | 10/16/2025 | 1,528 | 885,497 | 13F-HR | Capital Advisors, Ltd. LLC |
| Q2 2025 | 7/24/2025 | 1,531 | 810,536 | 13F-HR | Capital Advisors, Ltd. LLC |
| Q2 2014 | 7/25/2014 | 332 | 178,329 | 13F-HR/A - RESTATEMENT | Capital Advisors, Ltd. LLC |
| Q2 2014 | 7/23/2014 | 332 | 1,783,278 | 13F-HR | Capital Advisors, Ltd. LLC |
| Q1 2014 | 4/9/2014 | 345 | 170,105 | 13F-HR | Capital Advisors, Ltd. LLC |
| Q4 2013 | 1/24/2014 | 316 | 150,598 | 13F-HR | Capital Advisors, Ltd. LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 155.1 K | 15.7% | 15.88 K | 0 | 15.88 K |
| ETFs | 831 K | 84.1% | 95.74 K | 0 | 95.74 K |
| Debt | 2.507 K | 0.3% | 0 | 252 | -252 |
| Other | 14 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
991,162
Holdings
1518
QoQ value change ($000)
111,314
(12.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.