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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 47 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 UNM UNUM GROUP Financial Services 77.0 $6K 0.00% NEW $77.92 +7.7%
922 VLO VALERO ENERGY CORP Energy 35.0 $6K 0.00% NEW $171.43 +43.2%
923 VNT VONTIER CORPORATION Technology 154.0 $6K 0.00% NEW $38.96 -26.3%
924 WNC WABASH NATL CORP Industrials 704.0 $6K 0.00% NEW $8.52 -7.4%
925 WEX WEX INC Technology 38.0 $6K 0.00% NEW $157.89 -8.0%
926 DES WISDOMTREE TR 186.0 $6K 0.00% NEW $32.26 +19.7%
927 RPRX ROYALTY PHARMA PLC Healthcare 149.0 $6K 0.00% NEW $40.27 +36.3%
928 CORPAY INC 19.0 $6K 0.00% NEW $315.79
929 ALGN ALIGN TECHNOLOGY INC Healthcare 33.0 $5K 0.00% NEW $151.52 +16.7%
930 ANDE ANDERSONS INC Consumer Defensive 86.0 $5K 0.00% NEW $58.14 +21.1%
931 BURL BURLINGTON STORES INC Consumer Cyclical 19.0 $5K 0.00% NEW $263.16 +20.0%
932 CZFS CITIZENS FINL SVCS INC Financial Services 83.0 $5K 0.00% NEW $60.24 +10.0%
933 CDP COPT DEFENSE PROPERTIES Real Estate 186.0 $5K 0.00% NEW $26.88 +19.7%
934 CFR CULLEN FROST BANKERS INC Financial Services 38.0 $5K 0.00% NEW $131.58 +3.0%
935 DVA DAVITA INC Healthcare 43.0 $5K 0.00% NEW $116.28 +68.8%
936 DCI DONALDSON INC Industrials 56.0 $5K 0.00% NEW $89.29 -7.4%
937 FHN FIRST HORIZON CORPORATION Financial Services 200.0 $5K 0.00% NEW $25.00 -3.1%
938 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 61.0 $5K 0.00% NEW $81.97 -23.5%
939 INSP INSPIRE MED SYS INC Healthcare 55.0 $5K 0.00% NEW $90.91 -53.3%
940 ISTR INVESTAR HLDG CORP Financial Services 180.0 $5K 0.00% NEW $27.78 +1.9%
Page 47 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%