Capital Advisors, Ltd. LLC Incresed Positions in Q1 2025

Capital Advisors, Ltd. LLC

  • $759 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADSK
Autodesk, Inc.

Technology
20
+ 24.69%
N/A
101 $26K
AA
Alcoa Corp

Basic Materials
97
+ 64.67%
$30.5 - $39.53 $2.96K - $3.83K
247 $8K
ALX
Alexanders Inc

Real Estate
7
+ 28.0%
$185.64 - $219.2 $1.3K - $1.53K
32 $7K
ALE
Allete Inc

Utilities
22
+ 19.13%
$64.9 - $65.91 $1.43K - $1.45K
137 $9K
VTR
Ventas, Inc.

Real Estate
5
+ 2.17%
$56.9 - $70.47 $285 - $352
235 $16K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
10
+ 0.06%
$51.94 - $55.24 $519 - $552
16K $849K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
66
+ 56.9%
$17.15 - $21.07 $1.13K - $1.39K
182 $4K
RYI
Ryerson Holding Corp

Industrials
75
+ 750.0%
$17.63 - $25.87 $1.32K - $1.94K
85 $2K
GMRE
Global Medical Reit Inc.

Real Estate
201
+ 837.5%
$7.52 - $9.08 $1.51K - $1.83K
225 $2K
CE
Celanese Corp

Basic Materials
36
+ 124.14%
$47.02 - $74.12 $1.69K - $2.67K
65 $4K
CVNA
Carvana Co.

Consumer Cyclical
2
+ 0.78%
$166.52 - $285.33 $333 - $571
257 $54K
NSC
Norfolk Southern Corp

Industrials
3
+ 0.52%
$227.69 - $259.76 $683 - $779
578 $137K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
5
+ 45.45%
$634.14 - $744.83 $3.17K - $3.72K
16 $10K
NEE
Nextera Energy Inc

Utilities
64
+ 2.09%
$66.96 - $76.16 $4.29K - $4.87K
3.12K $221K
BIIB
Biogen Inc.

Healthcare
38
+ 18.1%
$133.43 - $153.27 $5.07K - $5.82K
248 $34K
REG
Regency Centers Corp

Real Estate
8
+ 9.76%
$68.83 - $77.74 $551 - $622
90 $7K
VICI
Vici Properties Inc.

Real Estate
19
+ 27.94%
$28.21 - $32.68 $536 - $621
87 $3K
Ramaco Res Inc
85
+ 472.22%
N/A
103 $1K
WY
Weyerhaeuser CO

Real Estate
41
+ 10.76%
$27.29 - $31.39 $1.12K - $1.29K
422 $12K
MANH
Manhattan Associates Inc

Technology
3
+ 300.0%
$163.5 - $295.1 $491 - $885
4 $1K
WFRD
Weatherford International PLC

Energy
8
+ 200.0%
$51.89 - $74.8 $415 - $598
12 $1K
RYN
Rayonier Inc

Real Estate
7
+ 4.43%
$24.95 - $28.24 $175 - $198
165 $5K
LYFT
Lyft, Inc.

Technology
46
+ 766.67%
$11.27 - $15.12 $518 - $696
52 $1K
MAR
Marriott International Inc

Consumer Cyclical
7
+ 24.14%
$237.01 - $304.45 $1.66K - $2.13K
36 $9K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3
+ 0.35%
$77.7 - $78.94 $233 - $237
856 $68K
UMBF
Umb Financial Corp

Financial Services
2
+ 15.38%
$98.0 - $122.56 $196 - $245
15 $2K
OBNK
Origin Bancorp, Inc.

Financial Services
7
+ 3.13%
N/A
231 $8K
SPSC
Sps Commerce Inc

Technology
19
+ 76.0%
$123.05 - $197.4 $2.34K - $3.75K
44 $6K
SPTN
Spartan Nash CO

Consumer Defensive
39
+ 105.41%
$17.43 - $20.97 $680 - $818
76 $2K
MLM
Martin Marietta Materials Inc

Basic Materials
4
+ 133.33%
$460.39 - $552.64 $1.84K - $2.21K
7 $3K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
63
+ 225.0%
$12.0 - $14.77 $756 - $931
91 $1K
VAL
Valaris LTD

Energy
12
+ 1200.0%
$32.85 - $49.52 $394 - $594
13 $1K
PII
Polaris Inc.

Consumer Cyclical
22
+ 2200.0%
$40.9 - $58.36 $900 - $1.28K
23 $1K
MSTR
Microstrategy Inc

Technology
5
+ 1.33%
$239.27 - $396.5 $1.2K - $1.98K
380 $110K
Annaly Capital Management In
20
+ 166.67%
N/A
32 $1K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
49
+ 188.46%
$7.17 - $12.89 $351 - $632
75 $1K
Crane Company
10
+ 100.0%
N/A
20 $3K
DASH
Door Dash, Inc.

Communication Services
3
+ 15.79%
$168.37 - $213.38 $505 - $640
22 $4K
MPWR
Monolithic Power Systems Inc

Technology
1
+ 50.0%
$565.7 - $720.25 $566 - $720
3 $2K
COF
Capital One Financial Corp

Financial Services
1
+ 0.08%
$163.87 - $209.82 $164 - $210
1.26K $225K
GL
Globe Life Inc.

Financial Services
9
+ 37.5%
$111.2 - $131.72 $1K - $1.19K
33 $4K
Cooper Cos Inc
45
+ 11.08%
N/A
451 $38K
EPR
Epr Properties

Real Estate
11
+ 10.0%
$43.98 - $53.81 $484 - $592
121 $6K
EPAM
Epam Systems, Inc.

Technology
2
+ 100.0%
N/A
4 $1K
FAF
First American Financial Corp

Financial Services
2
+ 1.67%
$57.7 - $66.47 $115 - $133
122 $8K
CROX
Crocs, Inc.

Consumer Cyclical
9
+ 13.64%
$88.83 - $112.59 $799 - $1.01K
75 $8K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3
+ 0.06%
$24.07 - $24.5 $72.2 - $73.5
5.02K $122K
DDOG
Datadog, Inc.

Technology
4
+ 133.33%
$98.68 - $151.89 $395 - $608
7 $1K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
85
+ 212.5%
$8.57 - $10.13 $728 - $861
125 $1K
Activity Summary
Buys All Purchases 425 New Holdings 101 Increased Positions 324 Sells All Sells 352 Reductions 352 Sold out 0 Options Calls 0 Puts 0
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