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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 16 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BA BOEING CO Industrials 931.0 $185K 0.02% $198.71 +15.1%
302 COP CONOCOPHILLIPS Energy 1,399.0 $185K 0.02% $132.24 -13.4%
303 GLW CORNING INC Technology 1,345.0 $183K 0.02% $136.06 +28.6%
304 EW EDWARDS LIFESCIENCES CORP Healthcare 2,259.0 $181K 0.02% $80.12 +8.6%
305 LHX L3HARRIS TECHNOLOGIES INC Industrials 525.0 $181K 0.02% $344.76 -9.7%
306 CANADIAN PACIFIC KANSAS CITY 2,305.0 $181K 0.02% $78.52
307 SO SOUTHERN CO Utilities 1,850.0 $179K 0.02% $96.76 -4.8%
308 CAT CATERPILLAR INC Industrials 251.0 $178K 0.02% +21.0 +9.1% $709.16 +23.3%
309 VBK VANGUARD INDEX FDS 581.0 $176K 0.02% $302.93 +16.1%
310 SPSB SPDR SERIES TRUST 5,701.0 $171K 0.02% $29.99 +0.2%
311 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 6,567.0 $170K 0.02% $25.89 +4.3%
312 ADBE ADOBE INC Technology 696.0 $169K 0.02% -95.0 -12.0% $242.82 +3.8%
313 MPLX MPLX LP Energy 2,939.0 $168K 0.02% +54.0 +1.9% $57.16 -4.3%
314 PBP INVESCO EXCHANGE TRADED FD T 7,584.0 $167K 0.02% $22.02 +3.7%
315 GWX SPDR INDEX SHS FDS 3,825.0 $162K 0.02% $42.35 +9.9%
316 IAU ISHARES GOLD TR Financial Services 1,812.0 $160K 0.02% $88.30 -3.3%
317 YUM YUM BRANDS INC Consumer Cyclical 1,027.0 $160K 0.02% +227.0 +28.4% $155.79 -3.9%
318 NEE NEXTERA ENERGY INC Utilities 1,688.0 $157K 0.02% +66.0 +4.1% $93.01 -6.9%
319 XAR SPDR SERIES TRUST 618.0 $157K 0.02% +175.0 +39.5% $254.05 +11.0%
320 IWO ISHARES TR 498.0 $156K 0.02% $313.25 +20.5%
Page 16 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%