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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 32 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 WTFC WINTRUST FINL CORP Financial Services 167.0 $23K 0.00% NEW $137.72 +9.6%
622 IYG ISHARES TR 253.0 $23K 0.00% NEW $90.91 -3.8%
623 WMB WILLIAMS COS INC Energy 378.0 $23K 0.00% NEW $60.85 +17.8%
624 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 2,403.0 $23K 0.00% NEW $9.57 -3.0%
625 ADSK AUTODESK INC Technology 78.0 $23K 0.00% NEW $294.87 -21.7%
626 IONS IONIS PHARMACEUTICALS INC Healthcare 295.0 $23K 0.00% NEW $77.97 -1.2%
627 LKQ LKQ CORP Consumer Cyclical 748.0 $23K 0.00% NEW $30.75 -11.4%
628 FLO FLOWERS FOODS INC Consumer Defensive 1,979.0 $22K 0.00% NEW $11.12 -30.7%
629 VMI VALMONT INDS INC Industrials 54.0 $22K 0.00% NEW $407.41 +28.1%
630 MKSI MKS INC. Technology 137.0 $22K 0.00% NEW $160.58 +99.8%
631 RSPT INVESCO EXCHANGE TRADED FD T 482.0 $22K 0.00% NEW $45.64 +40.5%
632 SATS ECHOSTAR CORP Technology 199.0 $22K 0.00% NEW $110.55 +15.1%
633 BBWI BATH & BODY WORKS INC Consumer Cyclical 1,074.0 $22K 0.00% NEW $20.48 -1.8%
634 Q QNITY ELECTRONICS INC Technology 271.0 $22K 0.00% NEW $81.18 +91.7%
635 DG DOLLAR GEN CORP NEW Consumer Defensive 162.0 $22K 0.00% NEW $135.80 -19.0%
636 VST VISTRA CORP Utilities 137.0 $22K 0.00% NEW $160.58 -1.2%
637 SPYV SPDR SERIES TRUST 395.0 $22K 0.00% NEW $55.70 +9.8%
638 ROOT INC 308.0 $22K 0.00% NEW $71.43
639 CYBERARK SOFTWARE LTD 50.0 $22K 0.00% NEW $440.00
640 BWFG BANKWELL FINL GROUP INC Financial Services 458.0 $21K 0.00% NEW $45.85 +14.2%
Page 32 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%