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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 7 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LRCX LAM RESEARCH CORP Technology 4,677.0 $999K 0.11% +31.0 +0.7% $213.60 +48.9%
122 ABBV ABBVIE INC Healthcare 4,549.0 $989K 0.11% +89.0 +2.0% $217.41 +0.6%
123 LOW LOWES COS INC Consumer Cyclical 4,033.0 $953K 0.11% +34.0 +0.8% $236.30 -7.8%
124 BERKSHIRE HATHAWAY INC DEL 1,932.0 $926K 0.10% -387.0 -16.7% $479.30
125 FRDM EA SERIES TRUST 16,506.0 $902K 0.10% +5K +44.1% $54.65 +33.2%
126 SWK STANLEY BLACK & DECKER INC Industrials 12,519.0 $890K 0.10% $71.09 +11.5%
127 PWR QUANTA SVCS INC Industrials 1,608.0 $883K 0.10% $549.13 +33.0%
128 TGRW T ROWE PRICE ETF INC 21,665.0 $877K 0.10% -486.0 -2.2% $40.48 +20.9%
129 OUSA ALPS ETF TR 15,682.0 $873K 0.10% -241.0 -1.5% $55.67 +5.9%
130 TSLA TESLA INC Consumer Cyclical 2,343.0 $871K 0.10% +1K +81.6% $371.75 +18.9%
131 DHS WISDOMTREE TR 7,627.0 $833K 0.10% $109.22 +3.1%
132 SJNK SPDR SERIES TRUST 33,271.0 $831K 0.09% +395.0 +1.2% $24.98 +0.5%
133 QEMM SPDR INDEX SHS FDS 11,862.0 $823K 0.09% +4K +52.8% $69.38 +17.8%
134 PM PHILIP MORRIS INTL INC Consumer Defensive 4,952.0 $819K 0.09% +57.0 +1.2% $165.39 +8.0%
135 JEPI J P MORGAN EXCHANGE TRADED F 14,187.0 $804K 0.09% $56.67 -0.8%
136 XLP SELECT SECTOR SPDR TR 9,690.0 $794K 0.09% $81.94 +3.0%
137 IHDG WISDOMTREE TR 15,751.0 $758K 0.09% $48.12 +6.8%
138 SMLF ISHARES TR 9,996.0 $755K 0.09% +911.0 +10.0% $75.53 +13.5%
139 ETN EATON CORP PLC Industrials 2,096.0 $750K 0.09% $357.82 +12.3%
140 QQEW FIRST TR EXCHANGE-TRADED FD 5,876.0 $746K 0.09% +3K +103.3% $126.96 +20.3%
Page 7 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%