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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 21 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VEEV VEEVA SYS INC Healthcare 366.0 $82K 0.01% NEW $224.04 -22.2%
402 CPB THE CIGNA GROUP Consumer Defensive 296.0 $81K 0.01% NEW $273.65 -92.3%
403 MLPA GLOBAL X FDS 1,666.0 $81K 0.01% NEW $48.62 +9.1%
404 ALL ALLSTATE CORP Financial Services 378.0 $79K 0.01% NEW $208.99 -1.1%
405 IWM ISHARES TR 317.0 $78K 0.01% NEW $246.06 +17.8%
406 CEG CONSTELLATION ENERGY CORP Utilities 220.0 $78K 0.01% NEW $354.55 -18.7%
407 KR KROGER CO Consumer Defensive 1,244.0 $78K 0.01% NEW $62.70 -1.2%
408 NSC NORFOLK SOUTHN CORP Industrials 266.0 $77K 0.01% NEW $289.47 +5.0%
409 PFXF VANECK ETF TRUST 4,347.0 $77K 0.01% NEW $17.71 +6.7%
410 TSN TYSON FOODS INC Consumer Defensive 1,291.0 $76K 0.01% NEW $58.87 +4.0%
411 COIN COINBASE GLOBAL INC Financial Services 334.0 $76K 0.01% NEW $227.54 -17.2%
412 UBER UBER TECHNOLOGIES INC Technology 931.0 $76K 0.01% NEW $81.63 -12.2%
413 LULU LULULEMON ATHLETICA INC Consumer Cyclical 363.0 $75K 0.01% NEW $206.61 -36.6%
414 GNRC GENERAC HLDGS INC Industrials 552.0 $75K 0.01% NEW $135.87 +106.0%
415 XLY SELECT SECTOR SPDR TR 618.0 $74K 0.01% NEW $119.74 +1.3%
416 TKO T-MOBILE US INC Communication Services 366.0 $74K 0.01% NEW $202.19 +0.6%
417 COMERICA INC 851.0 $74K 0.01% NEW $86.96
418 WRB BERKLEY W R CORP Financial Services 1,061.0 $74K 0.01% NEW $69.75 -7.8%
419 GE GE AEROSPACE Industrials 242.0 $74K 0.01% NEW $305.79 +5.8%
420 UGI UGI CORP NEW Utilities 1,968.0 $74K 0.01% NEW $37.60 -7.8%
Page 21 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%