Holdings of Capital Advisors, Ltd. LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 1,199 in 6 countries
- Top ten
- 41.6 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Funds 16.6 %
- Technology 3.9 %
- Industrials 1.9 %
- Financials 1.7 %
- Health care 1.1 %
- Consumer discretionary 1.1 %
- Communication 0.9 %
- Consumer staples 0.7 %
- Energy 0.4 %
- Utilities 0.2 %
- Materials 0.1 %
- Real estate 0.1 %
- Unattributed 71.3 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
- Netherlands 0.0 %
- Taiwan 0.0 %
- United Kingdom 0.0 %
- Cayman Islands 0.0 %
- Belgium 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 1,194 | 830.3K $ | 99.95 % |
| 2 | Netherlands | 1 | 271 $ | 0.03 % |
| 3 | Taiwan | 1 | 67 $ | 0.01 % |
| 4 | United Kingdom | 1 | 34 $ | 0.00 % |
| 5 | Cayman Islands | 1 | 6 $ | 0.00 % |
| 6 | Belgium | 1 | 5 $ | 0.00 % |
Cite this page
Titelia. "Holdings of Capital Advisors, Ltd. LLC". https://titelia.com/en/funds/US13F1597878