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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 35 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ARKX ARK ETF TR — 600.0 $17K 0.00% NEW — $28.33 +15.7%
682 OKTA OKTA INC Technology 195.0 $17K 0.00% NEW — $87.18 +137.0%
683 CVY INVESCO EXCHANGE TRADED FD T — 647.0 $17K 0.00% NEW — $26.28 +9.8%
684 STE STERIS PLC Healthcare 66.0 $17K 0.00% NEW — $257.58 -18.9%
685 DD DUPONT DE NEMOURS INC Basic Materials 434.0 $17K 0.00% NEW — $39.17 +232.6%
686 LBRDK LIBERTY BROADBAND CORP Communication Services 350.0 $17K 0.00% NEW — $48.57 -25.8%
687 ALCO ALICO INC Consumer Defensive 470.0 $17K 0.00% NEW — $36.17 +7.4%
688 AZO AUTOZONE INC Consumer Cyclical 5.0 $17K 0.00% NEW — $3400.00 -15.8%
689 RMBI RICHMOND MUT BANCORPORATION Financial Services 1,184.0 $17K 0.00% NEW — $14.36 +6.1%
690 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 189.0 $17K 0.00% NEW — $89.95 +11.5%
691 AME AMETEK INC Industrials 85.0 $17K 0.00% NEW — $200.00 +23.9%
692 — LIBERTY MEDIA CORP DEL — 174.0 $17K 0.00% NEW — $97.70 —
693 — SEALED AIR CORP NEW — 406.0 $17K 0.00% NEW — $41.87 —
694 IUSV ISHARES TR — 153.0 $16K 0.00% NEW — $104.58 +6.8%
695 HOPE HOPE BANCORP INC Financial Services 1,418.0 $16K 0.00% NEW — $11.28 +21.6%
696 KFRC KFORCE INC Industrials 515.0 $16K 0.00% NEW — $31.07 +65.3%
697 CWT CALIFORNIA WTR SVC GROUP Utilities 362.0 $16K 0.00% NEW — $44.20 +4.1%
698 DK DELEK US HLDGS INC NEW Energy 536.0 $16K 0.00% NEW — $29.85 +124.1%
699 AIG AMERICAN INTL GROUP INC Financial Services 192.0 $16K 0.00% NEW — $83.33 -10.2%
700 FDLO FIDELITY COVINGTON TRUST — 245.0 $16K 0.00% NEW — $65.31 +8.9%
Page 35 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%