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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 2 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJT ISHARES TR 68,159.0 $9.9M 1.12% $144.71 +13.6%
22 AAPL APPLE INC Technology 36,815.0 $9.3M 1.06% -273.0 -0.7% $253.78 +22.5%
23 IVE ISHARES TR 43,998.0 $9.3M 1.06% +37K +522.4% $211.15 +8.0%
24 IJS ISHARES TR 71,342.0 $8.5M 0.96% $118.46 +11.0%
25 IBIT ISHARES BITCOIN TRUST ETF Financial Services 213,456.0 $8.2M 0.93% NEW $38.42 +10.5%
26 OEF ISHARES TR 25,219.0 $8.0M 0.91% $318.05 +17.6%
27 AKRE PROFESIONALLY MANAGED PORTFO 124,921.0 $6.6M 0.75% -25K -16.5% $52.85 +2.3%
28 MSFT MICROSOFT CORP Technology 16,774.0 $6.2M 0.71% -914.0 -5.2% $370.16 +11.5%
29 TDIV FIRST TR EXCHANGE TRADED FD 65,912.0 $6.2M 0.70% +20K +44.4% $93.66 +24.9%
30 IOO ISHARES TR 50,458.0 $6.1M 0.69% +352.0 +0.7% $120.97 +17.4%
31 VTV VANGUARD INDEX FDS 30,729.0 $6.0M 0.69% $196.20 +8.0%
32 HDV ISHARES TR 42,070.0 $5.7M 0.65% +3K +8.8% $135.73 -79.7%
33 ITOT ISHARES TR 39,254.0 $5.6M 0.64% $142.43 +15.2%
34 GSY INVESCO ACTIVELY MANAGED EXC 107,788.0 $5.4M 0.61% -2K -2.2% $50.12 +0.0%
35 EFA ISHARES TR 52,595.0 $5.1M 0.58% +4K +7.8% $97.14 +7.9%
36 REGL PROSHARES TR 53,626.0 $4.6M 0.53% $86.41 +3.0%
37 NVDA NVIDIA CORPORATION Technology 26,332.0 $4.6M 0.52% -4K -13.9% $174.39 +21.9%
38 PPA INVESCO EXCHANGE TRADED FD T 26,267.0 $4.4M 0.49% +653.0 +2.5% $165.68 +5.3%
39 JHMM JOHN HANCOCK EXCHANGE TRADED 56,346.0 $3.8M 0.43% +711.0 +1.3% $67.12 +8.9%
40 PEY INVESCO EXCHANGE TRADED FD T 170,189.0 $3.6M 0.41% -9K -4.9% $21.42 +4.9%
Page 2 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%