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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 36 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 WDAY WORKDAY INC Technology 75.0 $16K 0.00% NEW $213.33 -31.5%
702 HOPE HOPE BANCORP INC Financial Services 1,418.0 $16K 0.00% NEW $11.28 +11.1%
703 MKC MCCORMICK & CO INC Consumer Defensive 238.0 $16K 0.00% NEW $67.23 -29.5%
704 DK DELEK US HLDGS INC NEW Energy 536.0 $16K 0.00% NEW $29.85 +49.2%
705 AIG AMERICAN INTL GROUP INC Financial Services 192.0 $16K 0.00% NEW $83.33 -10.9%
706 HUN HUNTSMAN CORP Basic Materials 1,613.0 $16K 0.00% NEW $9.92 +54.7%
707 GOLD GOLD COM INC Financial Services 463.0 $16K 0.00% NEW $34.56 +22.4%
708 ONDS ONDAS HLDGS INC Technology 1,649.0 $16K 0.00% NEW $9.70 +36.5%
709 FDLO FIDELITY COVINGTON TRUST 245.0 $16K 0.00% NEW $65.31 +7.8%
710 MORN MORNINGSTAR INC Financial Services 70.0 $15K 0.00% NEW $214.29 -15.0%
711 FCFS FIRSTCASH HOLDINGS INC Financial Services 97.0 $15K 0.00% NEW $154.64 +42.2%
712 STT STATE STR CORP Financial Services 117.0 $15K 0.00% NEW $128.21 +21.5%
713 NN NEXTNAV INC Communication Services 886.0 $15K 0.00% NEW $16.93 +21.9%
714 CHH CHOICE HOTELS INTL INC Consumer Cyclical 153.0 $15K 0.00% NEW $98.04 +11.1%
715 KBR KBR INC Industrials 370.0 $15K 0.00% NEW $40.54 -13.7%
716 APOS APOLLO GLOBAL MGMT INC Financial Services 101.0 $15K 0.00% NEW $148.51 -82.4%
717 WTTR SELECT WATER SOLUTIONS INC Utilities 1,410.0 $15K 0.00% NEW $10.64 +68.6%
718 HSY HERSHEY CO Consumer Defensive 81.0 $15K 0.00% NEW $185.19 +4.8%
719 POR PORTLAND GEN ELEC CO Utilities 314.0 $15K 0.00% NEW $47.77 +4.9%
720 MOS MOSAIC CO NEW Basic Materials 602.0 $15K 0.00% NEW $24.92 -4.1%
Page 36 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%