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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 35 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CG CARLYLE GROUP INC Financial Services 399.0 $19K 0.00% — — $47.62 -15.9%
682 DG DOLLAR GEN CORP Consumer Defensive 162.0 $19K 0.00% — — $117.28 +6.4%
683 GDV GABELLI DIVID & INCOME TR Financial Services 711.0 $19K 0.00% +11.0 +1.6% $26.72 +8.3%
684 HST HOST HOTELS & RESORTS INC Real Estate 970.0 $19K 0.00% — — $19.59 +14.5%
685 LECO LINCOLN ELEC HLDGS INC Industrials 75.0 $19K 0.00% — — $253.33 +7.2%
686 MKL MARKEL GROUP INC Financial Services 10.0 $19K 0.00% — — $1900.00 -9.1%
687 REGN REGENERON PHARMACEUTICALS Healthcare 25.0 $19K 0.00% +10.0 +66.7% $760.00 +3.7%
688 ROKU ROKU INC Communication Services 200.0 $19K 0.00% +2.0 +1.0% $95.00 +60.7%
689 SLM SLM CORP Financial Services 908.0 $19K 0.00% -226.0 -19.9% $20.93 +13.1%
690 SAIC SCIENCE APPLICATIONS INTL CO Technology 204.0 $19K 0.00% — — $93.14 +42.4%
691 AME AMETEK INC Industrials 85.0 $18K 0.00% — — $211.76 +18.4%
692 DOW DOW HLDGS INC Basic Materials 435.0 $18K 0.00% — — $41.38 -32.3%
693 FCFS FIRSTCASH HOLDINGS INC Financial Services 97.0 $18K 0.00% — — $185.57 +17.2%
694 CVY INVESCO EXCHANGE TRADED FD T — 647.0 $18K 0.00% — — $27.82 +3.6%
695 ORI OLD REP INTL CORP Financial Services 448.0 $18K 0.00% — — $40.18 -6.1%
696 PPG PPG INDS INC Basic Materials 165.0 $18K 0.00% — — $109.09 -1.4%
697 FNDX SCHWAB STRATEGIC TR — 645.0 $18K 0.00% — — $27.91 +14.6%
698 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 211.0 $18K 0.00% — — $85.31 +51.5%
699 WVE WAVE LIFE SCIENCES LTD Healthcare 2,500.0 $18K 0.00% NEW — $7.20 -47.5%
700 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 189.0 $17K 0.00% — — $89.95 +13.1%
Page 35 of 78  ·  1,555 positions

① 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 54.1%
Technology 14.7%
Consumer Cyclical 9.5%
Industrials 8.2%
Healthcare 4.5%
Consumer Defensive 2.5%
Communication Services 2.3%
Energy 1.9%
Utilities 0.9%
Basic Materials 0.8%