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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 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD TAX-MANAGED FDS 463,206.0 $33.0M 0.49% -37K -7.5% $71.25 +2.5%
22 PRU PRUDENTIAL FINL INC Financial Services 299,287.0 $32.3M 0.47% -106K -26.2% $107.93 +13.7%
23 SCCO SOUTHERN COPPER CORP Basic Materials 182,683.0 $31.8M 0.47% -100K -35.4% $174.26 +22.9%
24 SPEM SPDR INDEX SHS FDS 386,241.0 $20.0M 0.29% -25K -6.0% $51.78 +0.4%
25 GIS GENERAL MILLS INC Consumer Defensive 566,296.0 $19.7M 0.29% -10K -1.7% $34.80 +17.6%
26 VB VANGUARD INDEX FDS 49,597.0 $15.0M 0.22% -1K -2.5% $303.12 -0.1%
27 META META PLATFORMS INC Communication Services 19,185.0 $10.8M 0.16% -5K -21.2% $563.29 -0.8%
28 RWR SPDR SERIES TRUST 93,985.0 $10.6M 0.16% -23K -19.7% $112.97 +2.0%
29 IVW ISHARES TR 66,456.0 $9.1M 0.13% -442.0 -0.7% $137.53 +0.3%
30 AVGO BROADCOM INC Technology 22,521.0 $8.5M 0.12% -74K -76.7% $377.75 -5.0%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,772.0 $4.5M 0.07% -186.0 -3.8% $935.57 +3.8%
32 ORCL ORACLE CORP Technology 29,261.0 $4.3M 0.06% -599.0 -2.0% $146.55 -2.8%
33 XLK SELECT SECTOR SPDR TR 21,716.0 $4.1M 0.06% -306.0 -1.4% $190.52 -5.5%
34 RTX RTX CORPORATION Industrials 20,355.0 $3.9M 0.06% -424.0 -2.0% $189.73 +10.3%
35 SCHX SCHWAB STRATEGIC TR 118,873.0 $3.5M 0.05% -4K -3.1% $29.43 +2.4%
36 COP CONOCOPHILLIPS Energy 30,400.0 $3.2M 0.05% -855.0 -2.7% $103.96 +28.3%
37 VTI VANGUARD INDEX FDS 7,365.0 $2.7M 0.04% -3K -28.2% $370.04 +1.9%
38 ARLP ALLIANCE RESOURCE PARTNERS L Energy 98,126.0 $2.4M 0.04% -898.0 -0.9% $23.98 +10.0%
39 BAC BANK OF AMER CORP Financial Services 37,491.0 $2.1M 0.03% -2K -6.2% $56.98 +9.4%
40 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,823.0 $1.8M 0.03% -339.0 -15.7% $965.00 -17.7%
Page 2 of 5  ·  94 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%