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Portfolio (Quarterly) Guide ↗

CAPITAL ADVISORS INC/OK

· CIK 0000860828
13F Portfolio $6.8B AUM 394 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 68 New 157 Added 94 Reduced 36 Exited
Page 5 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BMY BRISTOL-MYERS SQUIBB CO Healthcare 24,641.0 $1.4M 0.02% +6K +34.8% $57.62 +17.9%
82 MO ALTRIA GROUP INC Consumer Defensive 18,763.0 $1.4M 0.02% +687.0 +3.8% $71.95 -5.4%
83 DVN DEVON ENERGY CORP NEW Energy 30,987.0 $1.3M 0.02% +7K +30.7% $41.32 +13.5%
84 PM PHILIP MORRIS INTL INC Consumer Defensive 6,913.0 $1.3M 0.02% +329.0 +5.0% $180.92 +7.2%
85 APP APPLOVIN CORP Technology 2,420.0 $1.2M 0.02% +122.0 +5.3% $515.23 -39.7%
86 NVO NOVO-NORDISK A S Healthcare 25,516.0 $1.2M 0.02% +5K +25.6% $47.94 +1.5%
87 IWF ISHARES TR 9,764.0 $1.2M 0.02% +7K +300.0% $124.17 -1.9%
88 AEP AMERICAN ELEC PWR CO INC Utilities 8,806.0 $1.2M 0.02% +351.0 +4.2% $136.81 -10.3%
89 INTC INTEL CORP Technology 8,179.0 $1.1M 0.02% +2K +42.3% $139.63 -37.4%
90 VUG VANGUARD INDEX FDS 12,969.0 $1.1M 0.02% +11K +476.9% $86.14 +1.5%
91 MA MASTERCARD INCORPORATED Financial Services 2,161.0 $1.1M 0.02% +694.0 +47.3% $513.68 +16.7%
92 LOW LOWES COS INC Consumer Cyclical 4,423.0 $975K 0.01% +87.0 +2.0% $220.51 -2.7%
93 EEM ISHARES TR 14,144.0 $968K 0.01% +2K +20.7% $68.41 -1.7%
94 ASTS AST SPACEMOBILE INC Technology 10,661.0 $947K 0.01% +3K +34.1% $88.86 -30.2%
95 CL COLGATE PALMOLIVE CO Consumer Defensive 10,098.0 $926K 0.01% +503.0 +5.2% $91.68 -0.4%
96 DIS DISNEY WALT CO Communication Services 9,584.0 $922K 0.01% +231.0 +2.5% $96.25 +15.6%
97 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,606.0 $885K 0.01% +7K +305.0% $92.09 -1.9%
98 ASML ASML HLDG NV Technology 423.0 $842K 0.01% +122.0 +40.5% $1989.44 -12.3%
99 NEE NEXTERA ENERGY INC Utilities 9,574.0 $840K 0.01% +2K +24.3% $87.77 -4.0%
100 AMGN AMGEN INC Healthcare 2,255.0 $817K 0.01% +124.0 +5.8% $362.16 +22.1%
Page 5 of 8  ·  157 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
Technology 30.9%
Financial Services 11.9%
Energy 10.3%
Consumer Defensive 9.1%
Healthcare 8.0%
Consumer Cyclical 7.9%
Industrials 7.3%
Utilities 5.0%
Basic Materials 3.4%
Communication Services 3.1%