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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 38 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ONDS ONDAS INC Technology 1,649.0 $15K 0.00% — — $9.10 -15.6%
742 SM SM ENERGY COMPANY Energy 470.0 $15K 0.00% +468.0 +10000.0% $31.91 +5.1%
743 STT STATE STR CORP Financial Services 117.0 $15K 0.00% — — $128.21 +40.2%
744 ALB ALBEMARLE CORP Basic Materials 76.0 $14K 0.00% +69.0 +985.7% $184.21 -41.7%
745 AIG AMERICAN INTL GROUP INC Financial Services 192.0 $14K 0.00% — — $72.92 -0.2%
746 BKR BAKER HUGHES COMPANY Energy 224.0 $14K 0.00% — — $62.50 -8.6%
747 BIDD BLACKROCK ETF TRUST — 498.0 $14K 0.00% — — $28.11 +8.8%
748 CWEN CLEARWAY ENERGY INC Utilities 347.0 $14K 0.00% — — $40.35 -27.6%
749 HAS HASBRO INC Consumer Cyclical 147.0 $14K 0.00% +4.0 +2.8% $95.24 -6.1%
750 ILMN ILLUMINA INC Healthcare 113.0 $14K 0.00% — — $123.89 +119.5%
751 BUFF INNOVATOR ETFS TRUST — 285.0 $14K 0.00% — — $49.12 +9.8%
752 PHO INVESCO EXCHANGE TRADED FD T — 215.0 $14K 0.00% — — $65.12 +5.4%
753 KBR KBR INC Industrials 370.0 $14K 0.00% — — $37.84 -7.9%
754 MTB M & T BK CORP Financial Services 70.0 $14K 0.00% — — $200.00 +10.2%
755 MBIN MERCHANTS BANCORP IND Financial Services 318.0 $14K 0.00% — — $44.03 +17.1%
756 NN NEXTNAV INC Communication Services 886.0 $14K 0.00% — — $15.80 -9.9%
757 PPC PILGRIMS PRIDE CORP Consumer Defensive 364.0 $14K 0.00% +184.0 +102.2% $38.46 -26.9%
758 ROK ROCKWELL AUTOMATION INC Industrials 38.0 $14K 0.00% — — $368.42 +17.0%
759 SSNC SS&C TECH HLDGS Technology 212.0 $14K 0.00% — — $66.04 +18.1%
760 SOLV SOLVENTUM CORP Healthcare 208.0 $14K 0.00% — — $67.31 +33.0%
Page 38 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%