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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 55 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CAVA CAVA GROUP INC Consumer Cyclical 21.0 $2K — — — $95.24 -45.8%
1082 CENT CENTRAL GARDEN & PET CO — 65.0 $2K — +7.0 +12.1% $30.77 —
1083 CLSK CLEANSPARK INC Technology 202.0 $2K — -19.0 -8.6% $9.90 +40.9%
1084 CBSH COMMERCE BANCSHARES INC Financial Services 46.0 $2K — — — $43.48 +29.8%
1085 CVLT COMMVAULT SYS INC Technology 23.0 $2K — +18.0 +360.0% $86.96 +67.4%
1086 CR CRANE COMPANY Industrials 9.0 $2K — — — $222.22 -7.0%
1087 CWK CRAWFORD & CO Real Estate 157.0 $2K — — — $12.74 -4.5%
1088 DTM DT MIDSTREAM INC Energy 15.0 $2K — — — $133.33 -8.3%
1089 DDOG DATADOG INC Technology 19.0 $2K — +16.0 +533.3% $105.26 +154.7%
1090 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 59.0 $2K — — — $33.90 -28.2%
1091 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 253.0 $2K — NEW — $7.91 +15.6%
1092 DUOL DUOLINGO INC Technology 25.0 $2K — +21.0 +525.0% $80.00 +79.4%
1093 EBC EASTERN BANKSHARES INC Financial Services 112.0 $2K — — — $17.86 +20.0%
1094 EHC ENCOMPASS HEALTH CORP Healthcare 16.0 $2K — — — $125.00 -1.2%
1095 EQH EQUITABLE HLDGS INC Financial Services 60.0 $2K — -5.0 -7.7% $33.33 +61.6%
1096 FPI FARMLAND PARTNERS INC Real Estate 146.0 $2K — — — $13.70 -20.7%
1097 FSS FEDERAL SIGNAL CORP Industrials 15.0 $2K — — — $133.33 -14.0%
1098 FOXA FOX CORP Communication Services 32.0 $2K — — — $62.50 +0.9%
1099 FELE FRANKLIN ELEC INC Industrials 18.0 $2K — — — $111.11 -12.6%
1100 AJG GALLAGHER ARTHUR J & CO Financial Services 9.0 $2K — -3.0 -25.0% $222.22 +4.0%
Page 55 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%