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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 37 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MORN MORNINGSTAR INC Financial Services 70.0 $15K 0.00% NEW — $214.29 -8.5%
722 F FORD MTR CO Consumer Cyclical 1,162.0 $15K 0.00% NEW — $12.91 -1.5%
723 CTO CTO RLTY GROWTH INC NEW Real Estate 806.0 $15K 0.00% NEW — $18.61 +11.3%
724 STT STATE STR CORP Financial Services 117.0 $15K 0.00% NEW — $128.21 +41.4%
725 CHH CHOICE HOTELS INTL INC Consumer Cyclical 153.0 $15K 0.00% NEW — $98.04 +3.8%
726 HSY HERSHEY CO Consumer Defensive 81.0 $15K 0.00% NEW — $185.19 -10.2%
727 KALU KAISER ALUMINUM CORP Basic Materials 133.0 $15K 0.00% NEW — $112.78 +35.3%
728 WTTR SELECT WATER SOLUTIONS INC Utilities 1,410.0 $15K 0.00% NEW — $10.64 +86.5%
729 KBR KBR INC Industrials 370.0 $15K 0.00% NEW — $40.54 -14.8%
730 APOS APOLLO GLOBAL MGMT INC — 101.0 $15K 0.00% NEW — $148.51 —
731 — SOUTHSTATE BK CORP — 164.0 $15K 0.00% NEW — $91.46 —
732 WS WORTHINGTON STL INC Basic Materials 398.0 $14K 0.00% NEW — $35.18 +3.1%
733 VVV VALVOLINE INC Energy 488.0 $14K 0.00% NEW — $28.69 +0.8%
734 GPN GLOBAL PMTS INC Industrials 175.0 $14K 0.00% NEW — $80.00 +8.1%
735 BIDD BLACKROCK ETF TRUST — 498.0 $14K 0.00% NEW — $28.11 +9.5%
736 MTB M & T BK CORP Financial Services 70.0 $14K 0.00% NEW — $200.00 +10.6%
737 CBRE CBRE GROUP INC Real Estate 88.0 $14K 0.00% NEW — $159.09 -15.3%
738 IWS ISHARES TR — 100.0 $14K 0.00% NEW — $140.00 +16.6%
739 MC MOELIS & CO Financial Services 200.0 $14K 0.00% NEW — $70.00 -16.1%
740 AAL AMERICAN AIRLS GROUP INC Industrials 936.0 $14K 0.00% NEW — $14.96 -7.3%
Page 37 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%