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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 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLD SPDR GOLD TR Financial Services 4,390.0 $1.6M 0.02% -660.0 -13.1% $368.38 +15.6%
42 SCHD SCHWAB STRATEGIC TR 49,543.0 $1.6M 0.02% -1K -2.8% $31.71 +10.6%
43 XLE SELECT SECTOR SPDR TR 26,792.0 $1.4M 0.02% -2K -8.4% $53.11 +18.0%
44 SDY SPDR SERIES TRUST 9,188.0 $1.4M 0.02% -119.0 -1.3% $152.17 +4.0%
45 MRK MERCK & CO INC Healthcare 9,821.0 $1.3M 0.02% -137.0 -1.4% $128.51 +20.4%
46 ETN EATON CORP PLC Industrials 2,662.0 $1.1M 0.02% -73K -96.5% $426.05 -3.1%
47 QCOM QUALCOMM INC Technology 5,423.0 $1.0M 0.01% -5K -49.1% $184.80 -13.1%
48 VTV VANGUARD INDEX FDS 3,946.0 $860K 0.01% -52.0 -1.3% $217.91 +4.0%
49 DUK DUKE ENERGY CORP NEW Utilities 6,438.0 $815K 0.01% -383.0 -5.6% $126.58 -4.1%
50 GS GOLDMAN SACHS GROUP INC Financial Services 787.0 $796K 0.01% -53.0 -6.3% $1011.99 +4.0%
51 SBUX STARBUCKS CORP Consumer Cyclical 7,348.0 $751K 0.01% -267.0 -3.5% $102.19 +3.8%
52 C CITIGROUP INC Financial Services 5,195.0 $727K 0.01% -1K -16.5% $139.97 -4.9%
53 DFAC DIMENSIONAL ETF TRUST 14,935.0 $663K 0.01% -3K -16.6% $44.36 +2.6%
54 JEPI J P MORGAN EXCHANGE TRADED F 11,385.0 $643K 0.01% -1.1M -99.0% $56.48 +3.0%
55 IVE ISHARES TR 2,698.0 $613K 0.01% -1K -35.0% $227.06 +4.6%
56 BP BP PLC Energy 16,404.0 $606K 0.01% -4K -21.4% $36.95 +16.7%
57 CSX CSX CORP Industrials 11,833.0 $562K 0.01% -418.0 -3.4% $47.53 +8.3%
58 BLK BLACKROCK INC Financial Services 579.0 $557K 0.01% -10.0 -1.7% $962.30 +22.4%
59 VV VANGUARD INDEX FDS 1,464.0 $503K 0.01% -166.0 -10.2% $343.91 +2.5%
60 LUV SOUTHWEST AIRLS CO Industrials 9,751.0 $501K 0.01% -1K -9.4% $51.42 -20.7%
Page 3 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%