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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 69 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 AX AXOS FINANCIAL INC Financial Services 3.0
1362 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 4.0
1363 BDC BELDEN INC Technology 2.0
1364 BGC BGC GROUP INC Financial Services 16.0 NEW
1365 TECH BIO-TECHNE CORP Healthcare 2.0 NEW
1366 BL BLACKLINE INC Technology 5.0
1367 BE BLOOM ENERGY CORP Industrials 3.0
1368 BRZE BRAZE INC Technology 14.0 NEW
1369 BHF BRIGHTHOUSE FINL INC Financial Services 4.0
1370 AI C3 AI INC Technology 39.0 +30.0 +333.3%
1371 CCNE CNB FINL CORP PA Financial Services 11.0
1372 CAL CALERES INC Consumer Cyclical 23.0
1373 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 47.0 NEW
1374 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 1.0
1375 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 3.0
1376 CSBR CHAMPIONS ONCOLOGY INC Healthcare 48.0
1377 CRL CHARLES RIV LABS INTL INC Healthcare 1.0 NEW
1378 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 4.0 NEW
1379 CHWY CHEWY INC Consumer Cyclical 5.0 NEW
1380 CIM CHIMERA INVT CORP Real Estate 25.0
Page 69 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%