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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 67 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 SINCLAIR INC 20.0 NEW
1322 UPBOUND GROUP INC 12.0 NEW
1323 POTLATCHDELTIC CORPORATION 7.0 NEW
1324 ACVA ACV AUCTIONS INC Consumer Cyclical 22.0 NEW
1325 APG API GROUP CORP Industrials 10.0 NEW
1326 ASIX ADVANSIX INC Basic Materials 15.0 NEW
1327 WMS ADVANCED DRAIN SYS INC DEL Industrials 3.0 NEW
1328 JBIO JADE BIOSCIENCES INC Healthcare 6.0 NEW
1329 AMG AFFILIATED MANAGERS GROUP IN Financial Services 1.0 NEW
1330 ALKT ALKAMI TECHNOLOGY INC Technology 1.0 NEW
1331 UHAL U HAUL HOLDING COMPANY Industrials 1.0 NEW
1332 AFG AMERICAN FINL GROUP INC OHIO Financial Services 1.0 NEW
1333 AMKR AMKOR TECHNOLOGY INC Technology 7.0 NEW
1334 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 8.0 NEW
1335 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 11.0 NEW
1336 MJ AMPLIFY ETF TR 12.0 NEW
1337 APLS APELLIS PHARMACEUTICALS INC Healthcare 1.0 NEW
1338 ARI APOLLO COML REAL EST FIN INC Real Estate 35.0 NEW
1339 APLE APPLE HOSPITALITY REIT INC Real Estate 12.0 NEW
1340 AAOI APPLIED OPTOELECTRONICS INC Technology 3.0 NEW
Page 67 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%