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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 71 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 DV DOUBLEVERIFY HLDGS INC Technology 17.0 NEW
1402 DOCS DOXIMITY INC Healthcare 13.0
1403 BROS DUTCH BROS INC Consumer Cyclical 8.0 +6.0 +300.0%
1404 DT DYNATRACE INC Technology 6.0 -37.0 -86.0%
1405 DX DYNEX CAP INC Real Estate 19.0 NEW
1406 ETG EATON VANCE TX ADV GLBL DIV Financial Services 2.0
1407 EFC ELLINGTON FINANCIAL INC Real Estate 9.0 -541.0 -98.4%
1408 EBS EMERGENT BIOSOLUTIONS INC Healthcare 30.0
1409 ENSG ENSIGN GROUP INC Healthcare 2.0
1410 FRT FEDERAL RLTY INVT TR NEW Real Estate 2.0
1411 BUSE FIRST BUSEY CORP Financial Services 5.0
1412 FCF FIRST COMWLTH FINL CORP PA Financial Services 11.0
1413 FMBH FIRST MID BANCSHARES INC Financial Services 4.0
1414 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 8.0 NEW
1415 FIP FTAI INFRASTRUCTURE INC Industrials 39.0
1416 FUL FULLER H B CO Basic Materials 6.0
1417 FULT FULTON FINL CORP PA Financial Services 15.0
1418 GXO GXO LOGISTICS INCORPORATED Industrials 5.0
1419 GNPX GENPREX INC Healthcare 1.0
1420 GTLB GITLAB INC Technology 13.0 NEW
Page 71 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%