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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 76 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 SYM SYMBOTIC INC Industrials 3.0 NEW
1502 SYNA SYNAPTICS INC Technology 3.0 NEW
1503 TGT TAYSHA GENE THERAPIES INC Consumer Defensive 79.0 NEW
1504 TDY TEMPUS AI INC Technology 5.0 NEW
1505 THC TERADATA CORP DEL Healthcare 3.0 NEW
1506 TERN TERRENO RLTY CORP Healthcare 5.0 NEW
1507 TDW TIMKEN CO Energy 5.0 NEW
1508 TRMB TRIMBLE INC Technology 1.0 NEW
1509 TRIP TRIPADVISOR INC Consumer Cyclical 22.0 NEW
1510 UCTT ULTRA CLEAN HLDGS INC Technology 5.0 NEW
1511 UNB UNION BANKSHARES INC Financial Services 2.0 NEW
1512 UFCS UNITED FIRE GROUP INC Financial Services 10.0 NEW
1513 UPST UPSTART HLDGS INC Financial Services 5.0 NEW
1514 VFC V F CORP Consumer Cyclical 6.0 NEW
1515 VECO VEECO INSTRS INC DEL Technology 2.0 NEW
1516 VICI VICI PPTYS INC Real Estate 2.0 NEW
1517 WSBF WATERSTONE FINL INC MD Financial Services 14.0 NEW
1518 WU WESTERN UN CO Financial Services 15.0 NEW
1519 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 7.0 NEW
1520 WK WORKIVA INC Technology 3.0 NEW
Page 76 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%