Capital Advisors, Ltd. LLC Incresed Positions in Q2 2025

Capital Advisors, Ltd. LLC

  • $811 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IPG
Interpublic Group Of Companies, Inc.

Communication Services
268
+ 724.32%
$22.66 - $26.12 $6.07K - $7K
305 $7K
WOR
Worthington Industries Inc

Industrials
5
+ 1.26%
$44.09 - $63.81 $220 - $319
403 $26K
IFF
International Flavors & Fragrances Inc

Basic Materials
79
+ 415.79%
$66.85 - $79.33 $5.28K - $6.27K
98 $7K
JBHT
Hunt J B Transport Services Inc

Industrials
38
+ 475.0%
$124.73 - $152.78 $4.74K - $5.81K
46 $7K
KEY
Keycorp

Financial Services
66
+ 2.64%
$13.23 - $17.42 $873 - $1.15K
2.57K $45K
AAL
American Airlines Group Inc.

Industrials
402
+ 79.29%
N/A
909 $10K
KR
Kroger CO

Consumer Defensive
2
+ 0.15%
$64.62 - $74.0 $129 - $148
1.31K $94K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
147
+ 2940.0%
$30.29 - $33.43 $4.45K - $4.91K
152 $5K
DG
Dollar General Corp

Consumer Defensive
3
+ 1.89%
$86.02 - $114.95 $258 - $345
162 $19K
STC
Stewart Information Services Corp

Financial Services
69
+ 197.14%
$59.82 - $72.65 $4.13K - $5.01K
104 $7K
VRT
Vertiv Holdings CO

Industrials
7
+ 8.86%
N/A
86 $11K
CNC
Centene Corp

Healthcare
116
+ 51.33%
$53.4 - $64.29 $6.19K - $7.46K
342 $19K
WDAY
Workday, Inc.

Technology
18
+ 31.58%
$210.47 - $274.71 $3.79K - $4.94K
75 $18K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
80
+ 29.09%
$45.11 - $52.34 $3.61K - $4.19K
355 $19K
ALGN
Align Technology Inc

Healthcare
1
+ 0.66%
$144.32 - $190.42 $144 - $190
153 $29K
CI
Cigna Corp

Healthcare
14
+ 4.18%
$301.89 - $340.04 $4.23K - $4.76K
349 $115K
SNX
Td Synnex Corp

Technology
16
+ 26.23%
$95.81 - $137.79 $1.53K - $2.2K
77 $10K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2
+ 8.0%
$328.01 - $475.68 $656 - $951
27 $13K
CIEN
Ciena Corp

Technology
11
+ 7.33%
$53.5 - $83.89 $589 - $923
161 $13K
PRU
Prudential Financial Inc

Financial Services
43
+ 286.67%
$95.12 - $112.71 $4.09K - $4.85K
58 $6K
TPR
Tapestry, Inc.

Consumer Cyclical
7
+ 3.5%
$60.6 - $87.81 $424 - $615
207 $18K
WSM
Williams Sonoma Inc

Consumer Cyclical
1
+ 0.12%
$137.62 - $174.44 $138 - $174
817 $133K
OXY
Occidental Petroleum Corp

Energy
121
+ 80.67%
$36.11 - $49.33 $4.37K - $5.97K
271 $11K
EXC
Exelon Corp

Utilities
154
+ 16.58%
$42.2 - $47.37 $6.5K - $7.29K
1.08K $47K
MDB
Mongo Db, Inc.

Technology
18
+ 66.67%
$145.85 - $225.38 $2.63K - $4.06K
45 $9K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
50
+ 312.5%
$67.83 - $92.33 $3.39K - $4.62K
66 $5K
PFF
Ishares Trust Ishares Pfd And

ETFs
163
+ 0.71%
$29.0 - $30.68 $4.73K - $5K
23.2K $710K
CG
Carlyle Group Inc.

Financial Services
9
+ 2.31%
$34.78 - $51.4 $313 - $463
399 $21K
OTIS
Otis Worldwide Corp

Industrials
61
+ 12.92%
$90.88 - $104.3 $5.54K - $6.36K
533 $53K
Super Micro Computer Inc
57
+ 87.69%
N/A
122 $6K
Jacobs Solutions Inc
6
+ 3.92%
N/A
159 $21K
XYL
Xylem Inc.

Industrials
3
+ 1.43%
$102.86 - $129.5 $309 - $389
213 $28K
Core Scientific Inc New
18
+ 7.17%
N/A
269 $5K
ILMN
Illumina, Inc.

Healthcare
7
+ 6.6%
$70.3 - $95.41 $492 - $668
113 $11K
COP
Conocophillips

Energy
269
+ 19.65%
$82.66 - $106.1 $22.2K - $28.5K
1.64K $147K
LNG
Cheniere Energy, Inc.

Energy
2
+ 1.05%
$197.25 - $244.33 $395 - $489
193 $47K
PSX
Phillips 66

Energy
68
+ 5.38%
$92.87 - $125.73 $6.32K - $8.55K
1.33K $159K
EXR
Extra Space Storage Inc.

Real Estate
21
+ 12.96%
$126.61 - $152.99 $2.66K - $3.21K
183 $27K
H
Hyatt Hotels Corp

Consumer Cyclical
2
+ 1.16%
$104.22 - $139.65 $208 - $279
174 $24K
Armour Residential Reit Inc
179
+ 17900.0%
N/A
180 $3K
FAST
Fastenal CO

Industrials
159
+ 178.65%
$40.65 - $83.16 $6.46K - $13.2K
248 $10K
ALE
Allete Inc

Utilities
55
+ 40.15%
$63.53 - $65.71 $3.49K - $3.61K
192 $12K
VLO
Valero Energy Corp

Energy
19
+ 118.75%
$104.69 - $141.77 $1.99K - $2.69K
35 $5K
Linde PLC
4
+ 0.95%
N/A
425 $199K
BK
Bank Of New York Mellon Corp

Financial Services
4
+ 1.06%
$73.31 - $91.62 $293 - $366
382 $35K
DD
Du Pont De Nemours, Inc.

Basic Materials
87
+ 19.0%
$55.13 - $75.25 $4.8K - $6.55K
545 $37K
KALU
Kaiser Aluminum Corp

Basic Materials
3
+ 2.31%
$50.21 - $80.95 $151 - $243
133 $11K
TJX
Tjx Companies Inc

Consumer Cyclical
18
+ 3.79%
$119.13 - $135.03 $2.14K - $2.43K
493 $61K
RF
Regions Financial Corp

Financial Services
121
+ 72.46%
$18.34 - $23.52 $2.22K - $2.85K
288 $7K
Activity Summary
Buys All Purchases 591 New Holdings 181 Increased Positions 410 Sells All Sells 393 Reductions 393 Sold out 0 Options Calls 0 Puts 0
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