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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 75 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 QSI QUANTUM SI INC Healthcare 58.0 NEW
1482 RLI RLI CORP Financial Services 6.0 NEW
1483 RLJ RLJ LODGING TR Real Estate 22.0 NEW
1484 RDN RADIAN GROUP INC Financial Services 13.0 NEW
1485 RGEN REPLIGEN CORP Healthcare 1.0 NEW
1486 REPX RILEY EXPLORATION PERMIAN IN Energy 3.0 NEW
1487 RNG RINGCENTRAL INC Technology 7.0 NEW
1488 RKLB ROCKET LAB CORP Industrials 3.0 NEW
1489 RBRK RUBRIK INC. Technology 3.0 NEW
1490 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 1.0 NEW
1491 SEZL SEZZLE INC Financial Services 1.0 NEW
1492 SM SM ENERGY CO Energy 2.0 NEW
1493 HSIC HENRY SCHEIN INC Healthcare 5.0 NEW
1494 SIGI SELECTIVE INS GROUP INC Financial Services 3.0 NEW
1495 SLQT SELECTQUOTE INC Financial Services 175.0 NEW
1496 SHBI SHORE BANCSHARES INC Financial Services 25.0 NEW
1497 SSTK SHUTTERSTOCK INC Communication Services 25.0 NEW
1498 SON SONOCO PRODS CO Consumer Cyclical 8.0 NEW
1499 SHC SOTERA HEALTH CO Healthcare 1.0 NEW
1500 SLVM SYLVAMO CORP Basic Materials 5.0 NEW
Page 75 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%