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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 33 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 VTRS VIATRIS INC Healthcare 1,655.0 $21K 0.00% NEW — $12.69 +37.8%
642 VCIT VANGUARD SCOTTSDALE FDS — 252.0 $21K 0.00% NEW — $83.33 -5.6%
643 BWFG BANKWELL FINL GROUP INC Financial Services 458.0 $21K 0.00% NEW — $45.85 +44.3%
644 VFH VANGUARD WORLD FD — 154.0 $21K 0.00% NEW — $136.36 -2.6%
645 ULTA ULTA BEAUTY INC Consumer Cyclical 35.0 $21K 0.00% NEW — $600.00 -9.5%
646 SAIC SCIENCE APPLICATIONS INTL CO Technology 204.0 $21K 0.00% NEW — $102.94 +27.6%
647 ROKU ROKU INC Communication Services 198.0 $21K 0.00% NEW — $106.06 +44.0%
648 EOG EOG RES INC Energy 197.0 $21K 0.00% NEW — $106.60 +32.6%
649 PANW PALO ALTO NETWORKS INC Technology 114.0 $21K 0.00% NEW — $184.21 +103.6%
650 FTV FORTIVE CORP Technology 372.0 $21K 0.00% NEW — $56.45 -1.4%
651 MTCH MATCH GROUP INC NEW Communication Services 664.0 $21K 0.00% NEW — $31.63 +28.5%
652 MKL MARKEL GROUP INC Financial Services 10.0 $21K 0.00% NEW — $2100.00 -17.9%
653 J JACOBS SOLUTIONS INC Industrials 159.0 $21K 0.00% NEW — $132.08 +3.6%
654 BKE BUCKLE INC Consumer Cyclical 369.0 $20K 0.00% NEW — $54.20 -23.2%
655 AOS SMITH A O CORP Industrials 304.0 $20K 0.00% NEW — $65.79 -12.6%
656 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 211.0 $20K 0.00% NEW — $94.79 +35.0%
657 ECON COLUMBIA ETF TR II — 750.0 $20K 0.00% NEW — $26.67 +34.9%
658 ED CONSOLIDATED EDISON INC Utilities 205.0 $20K 0.00% NEW — $97.56 +5.1%
659 DGICA DONEGAL GROUP INC Financial Services 991.0 $20K 0.00% NEW — $20.18 -10.9%
660 EBAY EBAY INC. Consumer Cyclical 231.0 $20K 0.00% NEW — $86.58 +24.3%
Page 33 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%