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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 19 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 3,461.0 $111K 0.01% -74.0 -2.1% $32.07 +1.4%
362 PGR PROGRESSIVE CORP Financial Services 555.0 $110K 0.01% +96.0 +20.9% $198.20 -2.6%
363 CSX CSX CORP Industrials 2,676.0 $110K 0.01% $41.11 +9.5%
364 CMCSA COMCAST CORP NEW Communication Services 3,845.0 $110K 0.01% +146.0 +4.0% $28.61 -12.9%
365 SPSM SPDR SERIES TRUST 2,278.0 $110K 0.01% -2K -48.5% $48.29 +11.8%
366 SPXC SPX TECHNOLOGIES INC Industrials 543.0 $109K 0.01% $200.74 +7.9%
367 ISCF ISHARES TR 2,600.0 $109K 0.01% -7K -72.7% $41.92 +7.9%
368 TER TERADYNE INC Technology 365.0 $108K 0.01% -486.0 -57.1% $295.89 +25.1%
369 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,202.0 $108K 0.01% $89.85 +16.3%
370 GNRC GENERAC HLDGS INC Industrials 552.0 $108K 0.01% $195.65 +43.2%
371 WEC WEC ENERGY GROUP INC Utilities 913.0 $106K 0.01% $116.10 -3.4%
372 AEP AMERICAN ELEC PWR CO INC Utilities 804.0 $105K 0.01% $130.60 -2.5%
373 SPDW SPDR INDEX SHS FDS 2,310.0 $105K 0.01% NEW $45.45 +12.9%
374 TFC TRUIST FINL CORP Financial Services 2,264.0 $104K 0.01% $45.94 +4.1%
375 JHEM JOHN HANCOCK EXCHANGE TRADED 3,004.0 $103K 0.01% $34.29 +19.2%
376 INMU BLACKROCK ETF TRUST II 4,302.0 $103K 0.01% $23.94 +0.8%
377 XEL XCEL ENERGY INC Utilities 1,301.0 $103K 0.01% $79.17 +0.5%
378 ROST ROSS STORES INC Consumer Cyclical 469.0 $102K 0.01% $217.48 +6.4%
379 HCA HCA HEALTHCARE INC Healthcare 213.0 $101K 0.01% $474.18 -19.2%
380 SCHW SCHWAB CHARLES CORP Financial Services 1,067.0 $100K 0.01% $93.72 -7.4%
Page 19 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%