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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 74 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 NLOP NET LEASE OFFICE PROPERTIES Real Estate 7.0 NEW
1462 AESI ATLAS ENERGY SOLUTIONS INC Energy 15.0 NEW
1463 NFE NEW FORTRESS ENERGY INC Utilities 64.0 NEW
1464 NJR NEW JERSEY RES CORP Utilities 2.0 NEW
1465 NWSA NEWS CORP NEW Communication Services 13.0 NEW
1466 OGE O-I GLASS INC Utilities 5.0 NEW
1467 TOI THE TRADE DESK INC Healthcare 3.0 NEW
1468 OPRT OPORTUN FINL CORP Financial Services 36.0 NEW
1469 OGN ORGANON & CO Healthcare 12.0 NEW
1470 ACH OWENS & MINOR INC NEW Healthcare 30.0 NEW
1471 PDFS PDF SOLUTIONS INC Technology 8.0 NEW
1472 PCG PG&E CORP Utilities 25.0 NEW
1473 PZZA PAPA JOHNS INTL INC Consumer Cyclical 10.0 NEW
1474 PTEN PATTERSON-UTI ENERGY INC Energy 11.0 NEW
1475 BTU PEABODY ENERGY CORP Energy 4.0 NEW
1476 PTON PELOTON INTERACTIVE INC Consumer Cyclical 76.0 NEW
1477 PHR PHREESIA INC Healthcare 28.0 NEW
1478 PNW PINNACLE WEST CAP CORP Utilities 3.0 NEW
1479 PTLO PORTILLOS INC Consumer Cyclical 33.0 NEW
1480 PFBC PREFERRED BK LOS ANGELES CA Financial Services 4.0 NEW
Page 74 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%