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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SBS COMPANHIA DE SANEAMENTO BASI Utilities 33,380.0 $193K 0.00% NEW $5.78 -19.9%
62 LWLG LIGHTWAVE LOGIC INC Basic Materials 10,048.0 $95K 0.00% NEW $9.46 -38.6%
63 BBAI BIGBEAR AI HLDGS INC Technology 14,584.0 $54K 0.00% NEW $3.67 -16.3%
64 CLOUDASTRUCTURE INC 100,000.0 $34K 0.00% NEW $0.34
65 CTM CASTELLUM INC Technology 22,000.0 $16K NEW $0.72 -15.5%
66 BIGBEAR AI HLDGS INC 25,000.0 $9K NEW $0.35
67 ALPHA MODUS HLDGS INC 319,267.0 $8K NEW $0.03
68 MEGA MATRIX INC 12,000.0 $4K NEW $0.29
Page 4 of 4  ·  68 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%