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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 78 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 4.0
1542 TROX TRONOX HOLDINGS PLC Basic Materials 34.0
1543 FROG JFROG LTD Technology 7.0
1544 ANNALY CAPITAL MANAGEMENT IN 2.0
1545 ATLANTA BRAVES HLDGS INC 4.0
1546 ETSY INC 1.0 NEW
1547 GAMESTOP CORP 5.0 +3.0 +150.0%
1548 HIPPO HLDGS INC 14.0 -304.0 -95.6%
1549 HUT 8 CORP 9.0 +3.0 +50.0%
1550 LENNAR CORP 5.0
1551 STANDARDAERO INC 12.0
1552 XEROX HOLDINGS CORP 1.0 NEW
1553 XPERI INC 2.0 NEW
1554 APTIV PLC 6.0
1555 FTAI AVIATION LTD 1.0 NEW
Page 78 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%