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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 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 MTEX MANNATECH INC Consumer Defensive 85 $1K SOLD
42 PNFP PINNACLE FINL PARTNERS INC Financial Services 8 $1K SOLD
43 RPD RAPID7 INC Technology 46 $1K SOLD
44 SVV SAVERS VALUE VLG INC Consumer Cyclical 87 $1K SOLD
45 FOUR SHIFT4 PMTS INC Technology 9 $1K SOLD
46 TREEHOUSE FOODS INC 45 $1K SOLD
47 WING WINGSTOP INC Consumer Cyclical 3 $1K SOLD
48 ACVA ACV AUCTIONS INC Consumer Cyclical 22 SOLD
49 UHAL U HAUL HOLDING COMPANY Industrials 1 SOLD
50 BRBR BELLRING BRANDS INC Consumer Defensive 2 SOLD
51 HRB BLOCK H & R INC Consumer Cyclical 2 SOLD
52 AZTA AZENTA INC Healthcare 3 SOLD
53 BZFD BUZZFEED INC Communication Services 248 SOLD
54 BYRN BYRNA TECHNOLOGIES INC Industrials 29 SOLD
55 PLAY DAVE & BUSTERS ENTMT INC Communication Services 7 SOLD
56 DBX DROPBOX INC Technology 7 SOLD
57 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 30 SOLD
58 ELF E L F BEAUTY INC Consumer Defensive 1 SOLD
59 FRONTIER COMMUNICATIONS PARE 9 SOLD
60 GPC GENUINE PARTS CO Consumer Cyclical 3 SOLD
Page 3 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%