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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 70 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 NAGE NIAGEN BIOSCIENCE INC Healthcare 19.0
1382 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1.0 -4.0 -80.0%
1383 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 5.0
1384 CCOI COGENT COMM HOLDINGS INC Communication Services 8.0 NEW
1385 COHU COHU INC Technology 3.0
1386 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 2.0
1387 COLB COLUMBIA BKG SYS INC Financial Services 10.0
1388 CMC COMMERCIAL METALS CO Basic Materials 4.0
1389 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 9.0
1390 CNDT CONDUENT INC Technology 1.0 NEW
1391 CNM CORE & MAIN INC Industrials 4.0
1392 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 16.0
1393 CXT CRANE NXT CO Industrials 2.0 -5.0 -71.4%
1394 CRD-B CRAWFORD & CO 12.0 -36.0 -75.0%
1395 DTE DTE ENERGY CO Utilities 2.0
1396 DAR DARLING INGREDIENTS INC Consumer Defensive 1.0
1397 XRAY DENTSPLY SIRONA INC Healthcare 33.0 +11.0 +50.0%
1398 DSGN DESIGN THERAPEUTICS INC Healthcare 12.0
1399 DMRC DIGIMARC CORP NEW Technology 51.0 +41.0 +410.0%
1400 DPZ DOMINOS PIZZA INC Consumer Cyclical 1.0
Page 70 of 78  ·  1,555 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 53.5%
Technology 14.5%
Consumer Cyclical 9.4%
Industrials 8.1%
Healthcare 4.4%
Communication Services 3.4%
Consumer Defensive 2.5%
Energy 2.1%
Utilities 0.9%
Basic Materials 0.8%