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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 71 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 FRT FEDERAL RLTY INVT TR NEW Real Estate 2.0 NEW
1402 BUSE FIRST BUSEY CORP Financial Services 5.0 NEW
1403 FCF FIRST COMWLTH FINL CORP PA Financial Services 11.0 NEW
1404 FRME FIRST MERCHANTS CORP Financial Services 4.0 NEW
1405 FMBH FIRST MID ILL BANCSHARES INC Financial Services 4.0 NEW
1406 FIP FTAI INFRASTRUCTURE INC Industrials 39.0 NEW
1407 FUL FULLER H B CO Basic Materials 6.0 NEW
1408 FULT FULTON FINL CORP PA Financial Services 15.0 NEW
1409 GXO GXO LOGISTICS INCORPORATED Industrials 5.0 NEW
1410 GNPX GENPREX INC Healthcare 1.0 NEW
1411 GPC GENUINE PARTS CO Consumer Cyclical 3.0 NEW
1412 GIC GLOBAL INDUSTRIAL COMPANY Industrials 10.0 NEW
1413 GNL GLOBAL NET LEASE INC Real Estate 36.0 NEW
1414 SELF GLOBAL SELF STORAGE INC Real Estate 71.0 NEW
1415 GOSS GOSSAMER BIO INC Healthcare 17.0 NEW
1416 GEF GREIF INC Consumer Cyclical 3.0 NEW
1417 HAE HAEMONETICS CORP MASS Healthcare 4.0 NEW
1418 HP HELMERICH & PAYNE INC Energy 1.0 NEW
1419 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 4.0 NEW
1420 CRGY CRESCENT ENERGY COMPANY Energy 28.0 NEW
Page 71 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%