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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 66 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 YORW YORK WTR CO Utilities 38.0 $1K NEW $26.32 +13.7%
1302 ZETA ZETA GLOBAL HOLDINGS CORP Technology 39.0 $1K NEW $25.64 -15.9%
1303 ZM ZOOM COMMUNICATIONS INC Technology 7.0 $1K NEW $142.86 -29.1%
1304 ESNT ESSENT GROUP LTD Financial Services 11.0 $1K NEW $90.91 -35.4%
1305 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 29.0 $1K NEW $34.48 -5.0%
1306 IVZ INVESCO LTD Financial Services 21.0 $1K NEW $47.62 -40.8%
1307 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 48.0 $1K NEW $20.83 -12.6%
1308 PNR PENTAIR PLC Industrials 5.0 $1K NEW $200.00 -63.9%
1309 NXPI NXP SEMICONDUCTORS N V Technology 4.0 $1K NEW $250.00 +29.7%
1310 U HAUL HOLDING COMPANY 12.0 $1K NEW $83.33
1311 FIRST SVGS FINL GROUP INC 31.0 $1K NEW $32.26
1312 GCI LIBERTY INC 28.0 $1K NEW $35.71
1313 RAMACO RES INC 60.0 $1K NEW $16.67
1314 NATIONAL CINEMEDIA INC 241.0 $1K NEW $4.15
1315 TREEHOUSE FOODS INC 45.0 $1K NEW $22.22
1316 JBT MAREL CORPORATION 4.0 $1K NEW $250.00
1317 APTIV PLC 6.0 NEW
1318 IRIDIUM COMMUNICATIONS INC 3.0 NEW
1319 STANDARDAERO INC 12.0 NEW
1320 LENNAR CORP 5.0 NEW
Page 66 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%