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Portfolio (Quarterly) Guide ↗

Capital Advisors, Ltd. LLC

· CIK 0001597878
13F Portfolio $887M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1536 New
Page 29 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 NTAP NETAPP INC Technology 339.0 $36K 0.00% NEW — $106.19 +85.7%
562 VLTO VERALTO CORP Industrials 351.0 $35K 0.00% NEW — $99.72 -3.5%
563 VRTX VERTEX PHARMACEUTICALS INC Healthcare 77.0 $35K 0.00% NEW — $454.55 +14.9%
564 SOXQ INVESCO EXCH TRADED FD TR II — 602.0 $34K 0.00% NEW — $56.48 +74.0%
565 STZ CONSTELLATION BRANDS INC Consumer Defensive 237.0 $33K 0.00% NEW — $139.24 -18.0%
566 KMI KINDER MORGAN INC DEL Energy 1,210.0 $33K 0.00% NEW — $27.27 +14.6%
567 DXCM DEXCOM INC Healthcare 492.0 $33K 0.00% NEW — $67.07 +30.4%
568 XMLV INVESCO EXCH TRADED FD TR II — 525.0 $33K 0.00% NEW — $62.86 +1.7%
569 ECL ECOLAB INC Basic Materials 126.0 $33K 0.00% NEW — $261.90 +5.1%
570 WTRG ESSENTIAL UTILS INC Utilities 826.0 $32K 0.00% NEW — $38.74 +2.6%
571 ENFR ALPS ETF TR — 1,030.0 $32K 0.00% NEW — $31.07 +22.4%
572 SSRM SSR MINING IN Basic Materials 1,474.0 $32K 0.00% NEW — $21.71 +65.0%
573 PSEC PROSPECT CAP CORP Financial Services 12,352.0 $32K 0.00% NEW — $2.59 -15.9%
574 EIX EDISON INTL Utilities 526.0 $32K 0.00% NEW — $60.84 -13.6%
575 EXEL EXELIXIS INC Healthcare 731.0 $32K 0.00% NEW — $43.78 +32.4%
576 OXY OGE ENERGY CORP Energy 744.0 $32K 0.00% NEW — $43.01 +35.0%
577 SLM SLM CORP Financial Services 1,134.0 $31K 0.00% NEW — $27.34 -15.7%
578 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 1,062.0 $31K 0.00% NEW — $29.19 +13.7%
579 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 630.0 $31K 0.00% NEW — $49.21 +13.8%
580 CBOE CBOE GLOBAL MKTS INC Financial Services 123.0 $31K 0.00% NEW — $252.03 +6.2%
Page 29 of 77  ·  1,536 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.0%
Technology 17.1%
Consumer Cyclical 8.8%
Industrials 6.7%
Healthcare 4.6%
Communication Services 2.5%
Consumer Defensive 2.4%
Energy 1.4%
Real Estate 0.9%
Utilities 0.9%