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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 61 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 HCI HCI GROUP INC Financial Services 3.0 $1K NEW $333.33 -53.7%
1202 HALO HALOZYME THERAPEUTICS INC Healthcare 12.0 $1K NEW $83.33 -18.9%
1203 HR HEALTHCARE RLTY TR Real Estate 35.0 $1K NEW $28.57 -30.7%
1204 HNNA HENNESSY ADVISORS INC Financial Services 54.0 $1K NEW $18.52 -44.8%
1205 HTZ HERTZ GLOBAL HLDGS INC Industrials 203.0 $1K NEW $4.93 +10.4%
1206 HXL HEXCEL CORP NEW Industrials 8.0 $1K NEW $125.00 -27.5%
1207 IEX IDEX CORP Industrials 5.0 $1K NEW $200.00 +6.0%
1208 ICCC IMMUCELL CORP Healthcare 98.0 $1K NEW $10.20 -1.8%
1209 INVA INNOVIVA INC Healthcare 38.0 $1K NEW $26.32 -17.3%
1210 ITGR INTEGER HLDGS CORP Healthcare 9.0 $1K NEW $111.11 -18.8%
1211 IPAR INTERPARFUMS INC Consumer Defensive 6.0 $1K NEW $166.67 -42.5%
1212 IRM IRON MTN INC DEL Real Estate 10.0 $1K NEW $100.00 +26.8%
1213 JACK JACK IN THE BOX INC Consumer Cyclical 35.0 $1K NEW $28.57 -57.9%
1214 KBH KB HOME Consumer Cyclical 20.0 $1K NEW $50.00 -0.8%
1215 KW KENNEDY-WILSON HOLDINGS INC Real Estate 53.0 $1K NEW $18.87 -41.6%
1216 KROS KEROS THERAPEUTICS INC Healthcare 30.0 $1K NEW $33.33 -66.6%
1217 KRC KILROY RLTY CORP Real Estate 14.0 $1K NEW $71.43 -52.0%
1218 KNSL KINSALE CAP GROUP INC Financial Services 3.0 $1K NEW $333.33 -7.2%
1219 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 23.0 $1K NEW $43.48 +73.5%
1220 KD KYNDRYL HLDGS INC Technology 33.0 $1K NEW $30.30 -60.6%
Page 61 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%