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Portfolio (Quarterly) Guide ↗

Capital Advisors, Ltd. LLC

· CIK 0001597878
13F Portfolio $880M AUM 1,555 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 326 Added 239 Reduced 87 Exited
Page 1 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 DSTL ETF SER SOLUTIONS 1,813 $107K 0.01% SOLD
2 CPB THE CIGNA GROUP Consumer Defensive 296 $81K 0.01% SOLD
3 COMERICA INC 851 $74K 0.01% SOLD
4 RNP COHEN & STEERS REIT & PFD & Financial Services 1,987 $39K 0.00% SOLD
5 DFAE DIMENSIONAL ETF TRUST 824 $27K 0.00% SOLD
6 FLO FLOWERS FOODS INC Consumer Defensive 1,979 $22K 0.00% SOLD
7 CYBERARK SOFTWARE LTD 50 $22K 0.00% SOLD
8 USAR USA RARE EARTH INC Basic Materials 1,245 $15K 0.00% SOLD
9 LBRDA LIBERTY BROADBAND CORP Communication Services 266 $13K 0.00% SOLD
10 JGRW TRUST FOR PROFESSIONAL MANAG 482 $13K 0.00% SOLD
11 PMT PENNYMAC MTG INVT TR Real Estate 950 $12K 0.00% SOLD
12 BFS SAUL CTRS INC Real Estate 335 $11K 0.00% SOLD
13 VRSK VERISK ANALYTICS INC Industrials 51 $11K 0.00% SOLD
14 MTN VAIL RESORTS INC Consumer Cyclical 76 $10K 0.00% SOLD
15 AMH AMERICAN HOMES 4 RENT Real Estate 284 $9K 0.00% SOLD
16 CIVITAS RESOURCES INC 325 $9K 0.00% SOLD
17 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 277 $8K 0.00% SOLD
18 EXPO EXPONENT INC Industrials 101 $7K 0.00% SOLD
19 DNUT KRISPY KREME INC Consumer Defensive 1,793 $7K 0.00% SOLD
20 NXST NEXSTAR MEDIA GROUP INC Communication Services 34 $7K 0.00% SOLD
Page 1 of 5  ·  87 positions
Sector Allocation
Financial Services 53.5%
Technology 14.5%
Consumer Cyclical 9.4%
Industrials 8.1%
Healthcare 4.4%
Communication Services 3.4%
Consumer Defensive 2.5%
Energy 2.1%
Utilities 0.9%
Basic Materials 0.8%