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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 46 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 BFST BUSINESS FIRST BANCSHARES IN Financial Services 226.0 $6K 0.00% NEW $26.55 +7.7%
902 CPRT COPART INC Industrials 147.0 $6K 0.00% NEW $40.82 -18.9%
903 DECK DECKERS OUTDOOR CORP Consumer Cyclical 54.0 $6K 0.00% NEW $111.11 +3.0%
904 DLR DIGITAL RLTY TR INC Real Estate 42.0 $6K 0.00% NEW $142.86 +33.3%
905 EME EMCOR GROUP INC Industrials 9.0 $6K 0.00% NEW $666.67 +24.1%
906 FERG FERGUSON ENTERPRISES INC Industrials 28.0 $6K 0.00% NEW $214.29 +4.8%
907 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 95.0 $6K 0.00% NEW $63.16 -18.0%
908 FOX FOX CORP Communication Services 94.0 $6K 0.00% NEW $63.83 -9.4%
909 GEO GEO GROUP INC NEW Industrials 380.0 $6K 0.00% NEW $15.79 +43.5%
910 IDA IDACORP INC Utilities 49.0 $6K 0.00% NEW $122.45 +14.1%
911 ITDF ISHARES TR 164.0 $6K 0.00% NEW $36.59 +13.5%
912 JBL JABIL INC Technology 27.0 $6K 0.00% NEW $222.22 +62.2%
913 KDP KEURIG DR PEPPER INC Consumer Defensive 223.0 $6K 0.00% NEW $26.91 +12.4%
914 MRSH MARSH & MCLENNAN COS INC Financial Services 35.0 $6K 0.00% NEW $171.43 -6.4%
915 MCW MISTER CAR WASH INC Consumer Cyclical 1,000.0 $6K 0.00% NEW $6.00 +18.3%
916 PPL PPL CORP Utilities 167.0 $6K 0.00% NEW $35.93 -1.7%
917 PRU PRUDENTIAL FINL INC Financial Services 52.0 $6K 0.00% NEW $115.38 -11.7%
918 REGCO REGENCY CTRS CORP Real Estate 87.0 $6K 0.00% NEW $68.97 -67.5%
919 TGTX THE CAMPBELLS COMPANY Healthcare 200.0 $6K 0.00% NEW $30.00 +27.5%
920 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 13.0 $6K 0.00% NEW $461.54 +19.1%
Page 46 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%