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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 73 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 ITDG ISHARES TR 3.0 -98.0 -97.0%
1442 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 4.0 +2.0 +100.0%
1443 ZD ZIFF DAVIS INC Communication Services 8.0 NEW
1444 KROS KEROS THERAPEUTICS INC Healthcare 30.0
1445 KRC KILROY REALTY CORP Real Estate 14.0
1446 KRG KITE REALTY GROUP TRUST Real Estate 6.0
1447 KOP KOPPERS HOLDINGS INC Basic Materials 12.0
1448 KRUS KURA SUSHI USA INC Consumer Cyclical 4.0
1449 KURA KURA ONCOLOGY INC Healthcare 13.0
1450 KD KYNDRYL HLDGS INC Technology 22.0 -11.0 -33.3%
1451 LSBK LAKE SHORE BANCORP INC Financial Services 8.0
1452 EL LAUDER ESTEE COS INC Consumer Defensive 5.0 +3.0 +150.0%
1453 LFUS LITTELFUSE INC Technology 1.0
1454 LYFT LYFT INC Technology 29.0
1455 MSA MSA SAFETY INC Industrials 1.0
1456 MAC MACERICH CO Real Estate 25.0
1457 MAGN MAGNERA CORP Industrials 1.0
1458 CART MAPLEBEAR INC Consumer Cyclical 5.0 NEW
1459 MARA MARA HOLDINGS INC Financial Services 4.0 NEW
1460 MASI MASIMO CORP Healthcare 2.0
Page 73 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%