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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 33 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 BWFG BANKWELL FINL GROUP INC Financial Services 458.0 $22K 0.00% $48.03 +9.1%
642 ECON COLUMBIA ETF TR II 750.0 $22K 0.00% $29.33 +23.2%
643 CCI CROWN CASTLE INC Real Estate 276.0 $22K 0.00% $79.71 +14.0%
644 RSPT INVESCO EXCHANGE TRADED FD T 482.0 $22K 0.00% $45.64 +40.5%
645 IONS IONIS PHARMACEUTICALS INC Healthcare 295.0 $22K 0.00% $74.58 +4.3%
646 KHC KRAFT HEINZ CO Consumer Defensive 999.0 $22K 0.00% -15.0 -1.5% $22.02 +9.9%
647 LKQ LKQ CORP Consumer Cyclical 748.0 $22K 0.00% $29.41 -7.9%
648 NFG NATIONAL FUEL GAS CO Energy 229.0 $22K 0.00% $96.07 -19.4%
649 PFIS PEOPLES FINL SVCS CORP Financial Services 414.0 $22K 0.00% NEW $53.14 +11.9%
650 SPYV SPDR SERIES TRUST 395.0 $22K 0.00% $55.70 +9.8%
651 WTTR SELECT WATER SOLUTIONS INC Utilities 1,410.0 $22K 0.00% $15.60 +15.1%
652 VMI VALMONT INDS INC Industrials 54.0 $22K 0.00% $407.41 +27.6%
653 VTRS VIATRIS INC Healthcare 1,658.0 $22K 0.00% $13.27 +21.9%
654 HEICO CORP NEW 106.0 $22K 0.00% $207.55
655 VST VISTRA CORP Utilities 137.0 $21K 0.00% $153.28 +3.4%
656 WOR WORTHINGTON ENTERPRISES INC Industrials 403.0 $21K 0.00% $52.11 +9.9%
657 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 2,452.0 $21K 0.00% +49.0 +2.0% $8.56 +8.3%
658 CBRE CBRE GROUP INC Real Estate 158.0 $21K 0.00% +70.0 +79.5% $132.91 -5.4%
659 CHH CHOICE HOTELS INTL INC Consumer Cyclical 202.0 $21K 0.00% +49.0 +32.0% $103.96 +5.7%
660 ENB ENBRIDGE INC Energy 379.0 $21K 0.00% $55.41 -1.1%
Page 33 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%