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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 25 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RMD RESMED INC Healthcare 204.0 $49K 0.01% NEW $240.20 -17.1%
482 LEIDOS HOLDINGS INC 269.0 $49K 0.01% NEW $182.16
483 NWN NORTHWEST NAT HLDG CO Utilities 1,033.0 $48K 0.01% NEW $46.47 +5.3%
484 RKT ROCKET COS INC Financial Services 2,493.0 $48K 0.01% NEW $19.25 -24.4%
485 VTWO VANGUARD SCOTTSDALE FDS 484.0 $48K 0.01% NEW $99.17 +18.4%
486 EQIX EQUINIX INC Real Estate 63.0 $48K 0.01% NEW $761.90 +39.6%
487 VIOO VANGUARD ADMIRAL FDS INC 437.0 $48K 0.01% NEW $109.84 +17.1%
488 HBAN HUNTINGTON BANCSHARES INC Financial Services 2,710.0 $47K 0.01% NEW $17.34 -6.0%
489 PYPL PAYPAL HLDGS INC Financial Services 800.0 $47K 0.01% NEW $58.75 -23.6%
490 EXC EXELON CORP Utilities 1,085.0 $47K 0.01% NEW $43.32 +5.0%
491 ACWX ISHARES TR 697.0 $47K 0.01% NEW $67.43 +13.7%
492 WBD WARNER BROS DISCOVERY INC Communication Services 1,585.0 $46K 0.01% NEW $29.02 -6.8%
493 HPQ HP INC Technology 2,071.0 $46K 0.01% NEW $22.21 +22.6%
494 LNC LINCOLN NATL CORP IND Financial Services 1,036.0 $46K 0.01% NEW $44.40 -19.7%
495 HOLOGIC INC 604.0 $45K 0.01% NEW $74.50
496 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 781.0 $45K 0.01% NEW $57.62 +39.9%
497 INSEEGO CORP 4,400.0 $45K 0.01% NEW $10.23
498 TER TEREX CORP NEW Technology 851.0 $45K 0.01% NEW $52.88 +599.8%
499 BETZ LISTED FDS TR 2,166.0 $45K 0.01% NEW $20.78 -9.6%
500 CENCORA INC 134.0 $45K 0.01% NEW $335.82
Page 25 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%