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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 76 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 RHI ROBERT HALF INC. Industrials 6.0 -26.0 -81.2%
1502 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 1.0
1503 HSIC SCHEIN HENRY INC Healthcare 5.0
1504 SDGR SCHRODINGER INC Healthcare 6.0 NEW
1505 SLQT SELECTQUOTE INC Financial Services 4.0 -171.0 -97.7%
1506 SHBI SHORE BANCSHARES INC Financial Services 25.0
1507 SSTK SHUTTERSTOCK INC Communication Services 29.0 +4.0 +16.0%
1508 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 13.0 -199.0 -93.9%
1509 SDHC SMITH DOUGLAS HOMES CORP Real Estate 4.0 NEW
1510 SNAP SNAP INC Communication Services 95.0 NEW
1511 SHC SOTERA HEALTH CO Healthcare 1.0
1512 STWD STARWOOD PPTY TR INC Real Estate 18.0 -13.0 -41.9%
1513 SMMT SUMMIT THERAPEUTICS INC Healthcare 1.0 NEW
1514 SYM SYMBOTIC INC Industrials 3.0
1515 SYNA SYNAPTICS INC Technology 3.0
1516 TSHA TAYSHA GENE THERAPIES INC Healthcare 79.0 +2.0 +2.6%
1517 TEM TEMPUS AI INC Healthcare 5.0 -356.0 -98.6%
1518 TDC TERADATA CORP DEL Technology 3.0 -362.0 -99.2%
1519 TRNO TERRENO RLTY CORP Real Estate 5.0 -2K -99.8%
1520 TRMB TRIMBLE INC Technology 1.0
Page 76 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%