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Portfolio (Quarterly) Guide ↗

Capital Advisors, Ltd. LLC

· CIK 0001597878
13F Portfolio $880M AUM 1,555 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 326 Added 239 Reduced 87 Exited
Page 10 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COWZ PACER FDS TR 7,562.0 $473K 0.05% -275.0 -3.5% $62.55 +4.1%
182 KLAC KLA CORP Technology 319.0 $470K 0.05% +8.0 +2.6% $1473.35 +32.8%
183 SCHA SCHWAB STRATEGIC TR 15,380.0 $447K 0.05% $29.06 +16.7%
184 MCO MOODYS CORP Financial Services 1,025.0 $447K 0.05% +21.0 +2.1% $436.10 +3.9%
185 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 717.0 $442K 0.05% $616.46 +10.3%
186 ROL ROLLINS INC Consumer Cyclical 8,234.0 $440K 0.05% +143.0 +1.8% $53.44 -10.9%
187 RTX RTX CORPORATION Industrials 2,275.0 $439K 0.05% $192.97 -8.7%
188 AGO ASSURED GUARANTY LTD Financial Services 5,375.0 $438K 0.05% +113.0 +2.1% $81.49 -9.1%
189 SHM SPDR SERIES TRUST 9,097.0 $435K 0.05% $47.82 +0.1%
190 COF CAPITAL ONE FINL CORP Financial Services 2,338.0 $427K 0.05% +13.0 +0.6% $182.63 +2.8%
191 ITW ILLINOIS TOOL WKS INC Industrials 1,639.0 $427K 0.05% $260.52 -4.9%
192 QCOM QUALCOMM INC Technology 3,306.0 $426K 0.05% -88.0 -2.6% $128.86 +95.8%
193 CALF PACER FDS TR 9,453.0 $424K 0.05% -2K -16.4% $44.85 +11.7%
194 CVX CHEVRON CORPORATION Energy 2,042.0 $422K 0.05% +30.0 +1.5% $206.66 -11.9%
195 NFLX NETFLIX INC. Communication Services 4,304.0 $414K 0.05% -79.0 -1.8% $96.19 -10.5%
196 CME CME GROUP INC Financial Services 1,381.0 $408K 0.05% -12.0 -0.9% $295.44 -6.1%
197 SYLD CAMBRIA ETF TR 5,350.0 $403K 0.05% $75.33 +4.1%
198 UNH UNITEDHEALTH GROUP INC Healthcare 1,491.0 $403K 0.05% -75.0 -4.8% $270.29 +40.2%
199 AXP AMERICAN EXPRESS CO Financial Services 1,318.0 $399K 0.04% $302.73 +3.9%
200 IWP ISHARES TR 3,108.0 $398K 0.04% $128.06 +10.7%
Page 10 of 78  ·  1,555 positions

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 53.5%
Technology 14.5%
Consumer Cyclical 9.4%
Industrials 8.1%
Healthcare 4.4%
Communication Services 3.4%
Consumer Defensive 2.5%
Energy 2.1%
Utilities 0.9%
Basic Materials 0.8%