Long-term investor
Capital Advisors, Ltd. LLC @capitaladvisorsltdllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001597878).
Record
- Tracked since 2025-06-30 (441 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months n/a · 1 year +12.0% · all +12.0%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 9.0% · long · since 2025-06-30
- IWF · 7.1% · long · since 2025-06-30
- QUAL · 3.7% · long · since 2025-06-30
- VTI · 3.6% · long · since 2025-06-30
- VIG · 3.3% · long · since 2025-06-30
- IWD · 3.2% · long · since 2025-06-30
- 46090E103 · 2.7% · long · since 2025-06-30
- RSP · 2.6% · long · since 2025-06-30
- IJK · 2.5% · long · since 2025-06-30
- DGRO · 2.4% · long · since 2025-06-30
- SDY · 2.2% · long · since 2025-06-30
- IVW · 2.2% · long · since 2025-06-30