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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 11 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NFLX NETFLIX INC Communication Services 4,383.0 $411K 0.05% NEW $93.77 -8.4%
202 ITW ILLINOIS TOOL WKS INC Industrials 1,639.0 $404K 0.05% NEW $246.49 +0.9%
203 IVE ISHARES TR 7,069.0 $387K 0.04% NEW $54.75 +317.0%
204 SHW SHERWIN WILLIAMS CO Basic Materials 1,192.0 $386K 0.04% NEW $323.83 -5.5%
205 DHR DANAHER CORPORATION Healthcare 1,673.0 $383K 0.04% NEW $228.93 -20.2%
206 MS MORGAN STANLEY Financial Services 2,153.0 $382K 0.04% NEW $177.43 +16.0%
207 NOBL PROSHARES TR 3,660.0 $381K 0.04% NEW $104.10 -48.2%
208 CME CME GROUP INC Financial Services 1,393.0 $380K 0.04% NEW $272.79 +2.4%
209 VBR VANGUARD INDEX FDS 1,791.0 $379K 0.04% NEW $211.61 +11.2%
210 KLAC KLA CORP Technology 311.0 $378K 0.04% NEW $1215.43 +59.3%
211 HEFA ISHARES TR 9,019.0 $373K 0.04% NEW $41.36 +10.3%
212 SYLD CAMBRIA ETF TR 5,350.0 $372K 0.04% NEW $69.53 +12.8%
213 AMD ADVANCED MICRO DEVICES INC Technology 1,678.0 $359K 0.04% NEW $213.95 +137.4%
214 JHML JOHN HANCOCK EXCHANGE TRADED 4,482.0 $358K 0.04% NEW $79.88 +11.1%
215 HACK AMPLIFY ETF TR 4,460.0 $358K 0.04% NEW $80.27 +20.8%
216 JMST J P MORGAN EXCHANGE TRADED F 6,950.0 $354K 0.04% NEW $50.94 +0.1%
217 SCHM SCHWAB STRATEGIC TR 11,735.0 $353K 0.04% NEW $30.08 +16.8%
218 MGMT UNIFIED SER TR 7,882.0 $349K 0.04% NEW $44.28 +9.2%
219 SCHE SCHWAB STRATEGIC TR 10,432.0 $342K 0.04% NEW $32.78 +10.8%
220 SOXX ISHARES TR 7,068.0 $340K 0.04% NEW $48.10 +1075.0%
Page 11 of 77  ·  1,536 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 53.3%
Technology 16.9%
Consumer Cyclical 8.6%
Industrials 6.6%
Healthcare 4.5%
Communication Services 3.7%
Consumer Defensive 2.4%
Energy 1.5%
Real Estate 0.9%
Utilities 0.8%