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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 49 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 APA APA CORPORATION Energy 168.0 $4K NEW $23.81 +51.3%
962 TEAM ATLASSIAN CORPORATION Technology 23.0 $4K NEW $173.91 -50.6%
963 CI THE ONCOLOGY INSTITUTE INC Healthcare 1,219.0 $4K NEW $3.28 +8749.9%
964 CENX CENTURY ALUM CO Basic Materials 107.0 $4K NEW $37.38 +21.3%
965 CORZ CORE SCIENTIFIC INC NEW Technology 271.0 $4K NEW $14.76 +62.7%
966 EPR EPR PPTYS Real Estate 71.0 $4K NEW $56.34 +10.3%
967 EXPE EXPEDIA GROUP INC Consumer Cyclical 13.0 $4K NEW $307.69 -13.7%
968 FIS FIDELITY NATL INFORMATION SV Technology 66.0 $4K NEW $60.61 -32.4%
969 GLPI GAMING & LEISURE PPTYS INC Real Estate 100.0 $4K NEW $40.00 +11.9%
970 GSHD GOOSEHEAD INS INC Financial Services 49.0 $4K NEW $81.63 -36.3%
971 HIG HARTFORD INSURANCE GROUP INC Financial Services 31.0 $4K NEW $129.03 +8.9%
972 HEI HEICO CORP NEW Industrials 13.0 $4K NEW $307.69 +10.4%
973 IGSB ISHARES TR 80.0 $4K NEW $50.00 +4.2%
974 JHSC JOHN HANCOCK EXCHANGE TRADED 97.0 $4K NEW $41.24 +17.4%
975 LAD LITHIA MTRS INC Consumer Cyclical 11.0 $4K NEW $363.64 -7.0%
976 LPX LOUISIANA PAC CORP Basic Materials 50.0 $4K NEW $80.00 -9.9%
977 MTG MGIC INVT CORP WIS Financial Services 124.0 $4K NEW $32.26 -10.1%
978 NTRA NATERA INC Healthcare 19.0 $4K NEW $210.53 +25.9%
979 NYT NEW YORK TIMES CO Communication Services 56.0 $4K NEW $71.43 +2.6%
980 NEU NEWMARKET CORP Basic Materials 6.0 $4K NEW $666.67 +15.9%
Page 49 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%