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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 8 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TGT TARGET CORP Consumer Defensive 2,818.0 $368K 0.01% +64.0 +2.3% $130.60 +24.5%
142 BSV VANGUARD BD INDEX FDS 4,534.0 $353K 0.01% +97.0 +2.2% $77.90 -0.3%
143 SCHA SCHWAB STRATEGIC TR 9,592.0 $347K 0.01% +644.0 +7.2% $36.13 -4.4%
144 MP MP MATERIALS CORP Basic Materials 6,154.0 $345K 0.01% +730.0 +13.5% $56.01 +2.0%
145 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,030.0 $341K 0.01% +2K +28.1% $34.00 +12.1%
146 AFL AFLAC INC Financial Services 2,744.0 $322K 0.01% +541.0 +24.6% $117.25 -0.0%
147 CBSH COMMERCE BANCSHARES INC Financial Services 5,089.0 $294K 0.00% +450.0 +9.7% $57.75 +0.9%
148 VSS VANGUARD INTL EQUITY INDEX F 1,903.0 $294K 0.00% +13.0 +0.7% $154.29 +4.1%
149 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,347.0 $289K 0.00% +555.0 +31.0% $123.13 +31.4%
150 MUB ISHARES TR 2,540.0 $273K 0.00% +670.0 +35.8% $107.62 -2.0%
151 IEFA ISHARES TR 2,804.0 $271K 0.00% +393.0 +16.3% $96.59 +4.8%
152 IDXX IDEXX LABS INC Healthcare 501.0 $264K 0.00% +4.0 +0.8% $526.44 +5.5%
153 AMRIZE LTD 4,730.0 $252K 0.00% +500.0 +11.8% $53.30
154 AJG GALLAGHER ARTHUR J & CO Financial Services 1,016.0 $233K 0.00% +13.0 +1.3% $229.57 +18.0%
155 TM TOYOTA MOTOR CORP Consumer Cyclical 1,334.0 $225K 0.00% +21.0 +1.6% $168.42 +14.2%
156 VO VANGUARD INDEX FDS 2,717.0 $219K 0.00% +2K +269.2% $80.56 +2.7%
157 SNPS SYNOPSYS INC Technology 480.0 $214K 0.00% +10.0 +2.1% $446.07 -10.7%
Page 8 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%