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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 19 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BDX BECTON DICKINSON & CO Healthcare 553.0 $107K 0.01% NEW $193.49 -23.3%
362 SCHW SCHWAB CHARLES CORP Financial Services 1,067.0 $107K 0.01% NEW $100.28 -13.3%
363 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,202.0 $106K 0.01% NEW $88.19 +18.9%
364 PGR PROGRESSIVE CORP Financial Services 459.0 $105K 0.01% NEW $228.76 -15.8%
365 MFDX PIMCO EQUITY SER 2,721.0 $105K 0.01% NEW $38.59 +9.8%
366 INMU BLACKROCK ETF TRUST II 4,302.0 $103K 0.01% NEW $23.94 +0.8%
367 NVR NVR INC Consumer Cyclical 14.0 $102K 0.01% NEW $7285.71 -15.8%
368 TSM TAKE-TWO INTERACTIVE SOFTWAR Technology 391.0 $100K 0.01% NEW $255.75 +64.6%
369 HELO J P MORGAN EXCHANGE TRADED F 1,507.0 $100K 0.01% NEW $66.36 +2.6%
370 JHEM JOHN HANCOCK EXCHANGE TRADED 3,004.0 $99K 0.01% NEW $32.96 +24.0%
371 HCA HCA HEALTHCARE INC Healthcare 213.0 $99K 0.01% NEW $464.79 -17.7%
372 SPHD INVESCO EXCH TRADED FD TR II 2,063.0 $99K 0.01% NEW $47.99 +3.6%
373 NKE NIKE INC Consumer Cyclical 1,530.0 $97K 0.01% NEW $63.40 -26.7%
374 CSX CSX CORP Industrials 2,676.0 $97K 0.01% NEW $36.25 +24.3%
375 XEL XCEL ENERGY INC Utilities 1,301.0 $96K 0.01% NEW $73.79 +7.5%
376 WEC WEC ENERGY GROUP INC Utilities 913.0 $96K 0.01% NEW $105.15 +6.5%
377 GEM GOLDMAN SACHS ETF TR 2,302.0 $96K 0.01% NEW $41.70 +25.0%
378 APH AMPHENOL CORP NEW Technology 695.0 $94K 0.01% NEW $135.25 +10.2%
379 AWK AMERICAN WTR WKS CO INC NEW Utilities 722.0 $94K 0.01% NEW $130.19 -6.1%
380 EEM ISHARES TR 1,958.0 $94K 0.01% NEW $48.01 +43.7%
Page 19 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%