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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 20 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SCHW SCHWAB CHARLES CORP Financial Services 1,067.0 $100K 0.01% $93.72 -7.4%
382 NVR NVR INC Consumer Cyclical 15.0 $99K 0.01% +1.0 +7.1% $6600.00 -6.7%
383 HWM HOWMET AEROSPACE INC Industrials 429.0 $99K 0.01% $230.77 +10.8%
384 GEM GOLDMAN SACHS ETF TR 2,302.0 $99K 0.01% $43.01 +21.2%
385 NXT NEXTPOWER INC Technology 815.0 $98K 0.01% $120.25 +28.8%
386 HELO J P MORGAN EXCHANGE TRADED F 1,507.0 $96K 0.01% $63.70 +6.8%
387 VOO VANGUARD INDEX FDS 161.0 $96K 0.01% -57.0 -26.1% $596.27 +16.6%
388 KR KROGER CO Consumer Defensive 1,311.0 $95K 0.01% +67.0 +5.4% $72.46 -13.8%
389 RRC RANGE RES CORP Energy 2,098.0 $95K 0.01% $45.28 -13.9%
390 AEE AMEREN CORP Utilities 853.0 $94K 0.01% $110.20 -1.6%
391 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 342.0 $94K 0.01% -505.0 -59.6% $274.85 +3.1%
392 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 468.0 $92K 0.01% +261.0 +126.1% $196.58 +13.8%
393 DYNF BLACKROCK ETF TRUST 1,580.0 $92K 0.01% +932.0 +143.8% $58.23 +15.8%
394 SCHC SCHWAB STRATEGIC TR 1,969.0 $92K 0.01% +530.0 +36.8% $46.72 +9.2%
395 SGOL ETFS GOLD TR Financial Services 2,032.0 $91K 0.01% NEW $44.78 -2.9%
396 PLD PROLOGIS INC. Real Estate 690.0 $91K 0.01% +37.0 +5.7% $131.88 +9.4%
397 TRV TRAVELERS COMPANIES INC Financial Services 308.0 $90K 0.01% -10.0 -3.1% $292.21 +0.6%
398 MLPA GLOBAL X FDS 1,666.0 $90K 0.01% $54.02 -1.5%
399 IMFL INVESCO EXCH TRD SLF IDX FD 2,798.0 $89K 0.01% $31.81 +9.1%
400 EQIX EQUINIX INC Real Estate 91.0 $89K 0.01% +28.0 +44.4% $978.02 +8.9%
Page 20 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%