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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 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CTVA CORTEVA INC Basic Materials 3,429.0 $290K 0.00% -100.0 -2.8% $84.70 -2.2%
82 IEMG ISHARES INC 3,438.0 $285K 0.00% -270.0 -7.3% $82.85 -2.8%
83 COF CAPITAL ONE FINL CORP Financial Services 1,384.0 $278K 0.00% -20.0 -1.4% $200.69 +7.8%
84 BKR BAKER HUGHES COMPANY Energy 4,930.0 $274K 0.00% -4K -44.5% $55.50 +11.7%
85 CRSP CRISPR THERAPEUTICS AG Healthcare 4,990.0 $272K 0.00% -44.0 -0.9% $54.54 +4.7%
86 PRF INVESCO EXCHANGE TRADED FD T 4,265.0 $230K 0.00% -315.0 -6.9% $54.03 +3.9%
87 HAL HALLIBURTON CO Energy 6,397.0 $217K 0.00% -3K -29.4% $33.95 +2.0%
88 ACN ACCENTURE PLC IRELAND Technology 1,738.0 $216K 0.00% -145K -98.8% $124.41 +49.9%
89 CMCSA COMCAST CORP NEW Communication Services 8,623.0 $212K 0.00% -3K -27.7% $24.55 +10.1%
90 MSCI MSCI INC Financial Services 375.0 $210K 0.00% -87.0 -18.8% $559.44 +2.1%
91 SHM SPDR SERIES TRUST 4,325.0 $207K 0.00% -780.0 -15.3% $47.97 -0.4%
92 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 15,626.0 $72K 0.00% -14K -47.4% $4.62 -25.8%
93 GNSS GENASYS INC Technology 30,532.0 $52K 0.00% -13K -30.1% $1.70 -1.2%
94 RR RICHTECH ROBOTICS INC Industrials 16,398.0 $35K 0.00% -11K -40.4% $2.11 -23.2%
Page 5 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%