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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 37 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MOS MOSAIC CO NEW Basic Materials 602.0 $15K 0.00% NEW $24.92 -4.1%
722 POR PORTLAND GEN ELEC CO Utilities 314.0 $15K 0.00% NEW $47.77 +4.9%
723 HSY HERSHEY CO Consumer Defensive 81.0 $15K 0.00% NEW $185.19 +4.7%
724 WTTR SELECT WATER SOLUTIONS INC Utilities 1,410.0 $15K 0.00% NEW $10.64 +68.6%
725 APOS APOLLO GLOBAL MGMT INC Financial Services 101.0 $15K 0.00% NEW $148.51 -82.4%
726 KBR KBR INC Industrials 370.0 $15K 0.00% NEW $40.54 -13.7%
727 CHH CHOICE HOTELS INTL INC Consumer Cyclical 153.0 $15K 0.00% NEW $98.04 +11.0%
728 NN NEXTNAV INC Communication Services 886.0 $15K 0.00% NEW $16.93 +21.8%
729 STT STATE STR CORP Financial Services 117.0 $15K 0.00% NEW $128.21 +21.5%
730 FCFS FIRSTCASH HOLDINGS INC Financial Services 97.0 $15K 0.00% NEW $154.64 +42.2%
731 SOUTHSTATE BK CORP 164.0 $15K 0.00% NEW $91.46
732 BUFF INNOVATOR ETFS TRUST 285.0 $14K 0.00% NEW $49.12 +7.1%
733 GPN GLOBAL PMTS INC Industrials 175.0 $14K 0.00% NEW $80.00 -5.6%
734 CBRE CBRE GROUP INC Real Estate 88.0 $14K 0.00% NEW $159.09 -21.4%
735 MTB M & T BK CORP Financial Services 70.0 $14K 0.00% NEW $200.00 +8.1%
736 BIDD BLACKROCK ETF TRUST 498.0 $14K 0.00% NEW $28.11 +13.7%
737 IWS ISHARES TR 100.0 $14K 0.00% NEW $140.00 +14.6%
738 VVV VALVOLINE INC Energy 488.0 $14K 0.00% NEW $28.69 +17.6%
739 AAL AMERICAN AIRLS GROUP INC Industrials 936.0 $14K 0.00% NEW $14.96 -2.1%
740 WS WORTHINGTON STL INC Basic Materials 398.0 $14K 0.00% NEW $35.18 +19.9%
Page 37 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%