CAL
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Capital Advisors Ltd’s Alico ALCO Stock Holding History

Capital Advisors Ltd’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19K Hold
470
– – ﹤0.01% 698
2026
Q1 		$19K Hold
470
– – ﹤0.01% 674
2025
Q4 		$17K Hold
470
– – ﹤0.01% 677
2025
Q3 		$16K Hold
470
– – ﹤0.01% 692
2025
Q2 		$15K Hold
470
– – ﹤0.01% 686
2025
Q1 		$14K Hold
470
– – ﹤0.01% 684
2024
Q4 		$12K Buy
470
+398
+553% +$10.4K ﹤0.01% 733
2024
Q3 		$2K Hold
72
– – ﹤0.01% 1033
2024
Q2 		$2K Buy
+72
New +$1.95K ﹤0.01% 1026

Other funds holding ALCO

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM