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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 32 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 WTFC WINTRUST FINL CORP Financial Services 167.0 $23K 0.00% NEW — $137.72 +4.8%
622 IYG ISHARES TR — 253.0 $23K 0.00% NEW — $90.91 +1.2%
623 WMB WILLIAMS COS INC Energy 378.0 $23K 0.00% NEW — $60.85 +16.0%
624 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 2,403.0 $23K 0.00% NEW — $9.57 +0.1%
625 ADSK AUTODESK INC Technology 78.0 $23K 0.00% NEW — $294.87 -28.3%
626 IONS IONIS PHARMACEUTICALS INC Healthcare 295.0 $23K 0.00% NEW — $77.97 -43.8%
627 LKQ LKQ CORP Consumer Cyclical 748.0 $23K 0.00% NEW — $30.75 -25.2%
628 FLO FLOWERS FOODS INC Consumer Defensive 1,979.0 $22K 0.00% NEW — $11.12 -47.7%
629 VMI VALMONT INDS INC Industrials 54.0 $22K 0.00% NEW — $407.41 +14.2%
630 MKSI MKS INC. Technology 137.0 $22K 0.00% NEW — $160.58 +60.7%
631 RSPT INVESCO EXCHANGE TRADED FD T — 482.0 $22K 0.00% NEW — $45.64 +44.3%
632 SATS ECHOSTAR CORP Technology 199.0 $22K 0.00% NEW — $110.55 -21.8%
633 BBWI BATH & BODY WORKS INC Consumer Cyclical 1,074.0 $22K 0.00% NEW — $20.48 -18.0%
634 Q QNITY ELECTRONICS INC Technology 271.0 $22K 0.00% NEW — $81.18 +50.7%
635 DG DOLLAR GEN CORP NEW Consumer Defensive 162.0 $22K 0.00% NEW — $135.80 -9.8%
636 VST VISTRA CORP Utilities 137.0 $22K 0.00% NEW — $160.58 -14.1%
637 SPYV SPDR SERIES TRUST — 395.0 $22K 0.00% NEW — $55.70 +11.2%
638 — ROOT INC — 308.0 $22K 0.00% NEW — $71.43 —
639 — CYBERARK SOFTWARE LTD — 50.0 $22K 0.00% NEW — $440.00 —
640 BWFG BANKWELL FINL GROUP INC Financial Services 458.0 $21K 0.00% NEW — $45.85 +43.9%
Page 32 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%