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Portfolio (Quarterly) Guide ↗

CAPITAL ADVISORS INC/OK

· CIK 0000860828
13F Portfolio $6.2B AUM 350 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 27 New 144 Added 69 Reduced
Page 10 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DFAC DIMENSIONAL ETF TRUST 17,909.0 $709K 0.01% $39.59 +14.4%
182 HBAN HUNTINGTON BANCSHARES INC Financial Services 40,828.0 $708K 0.01% NEW $17.35 -9.6%
183 AMGN AMGEN INC Healthcare 2,131.0 $698K 0.01% $327.33 +25.1%
184 IMTM ISHARES TR 14,359.0 $689K 0.01% $47.97 +12.0%
185 SPGI S&P GLOBAL INC Financial Services 1,316.0 $688K 0.01% NEW $522.46 -22.9%
186 T AT&T INC Communication Services 27,528.0 $684K 0.01% +5K +22.5% $24.84 +0.9%
187 CWB SPDR SERIES TRUST 7,645.0 $682K 0.01% $89.20 +16.0%
188 CYBERARK SOFTWARE LTD 1,528.0 $682K 0.01% $446.06
189 IP INTERNATIONAL PAPER CO Consumer Cyclical 17,280.0 $681K 0.01% -8K -33.0% $39.39 -9.5%
190 APOS APOLLO GLOBAL MGMT INC 4,618.0 $669K 0.01% +271.0 +6.2% $144.76
191 MSI MOTOROLA SOLUTIONS INC Technology 1,743.0 $668K 0.01% -13.0 -0.7% $383.29 +19.6%
192 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,141.0 $661K 0.01% NEW $579.54 +13.4%
193 SBUX STARBUCKS CORP Consumer Cyclical 7,615.0 $641K 0.01% +4K +132.6% $84.21 +12.4%
194 EEM ISHARES TR 11,720.0 $641K 0.01% NEW $54.71 +26.0%
195 WPM WHEATON PRECIOUS METALS CORP Basic Materials 5,437.0 $639K 0.01% +101.0 +1.9% $117.52 +30.0%
196 L LOEWS CORP Financial Services 6,000.0 $632K 0.01% $105.31 +0.8%
197 BLK BLACKROCK INC Financial Services 589.0 $631K 0.01% +32.0 +5.8% $1071.10 -0.0%
198 AXP AMERICAN EXPRESS CO Financial Services 1,693.0 $626K 0.01% -79.0 -4.5% $369.91 -17.2%
199 NEE NEXTERA ENERGY INC Utilities 7,701.0 $618K 0.01% $80.28 -1.0%
200 CRM SALESFORCE INC Technology 2,328.0 $617K 0.01% NEW $264.94 -12.3%
Page 10 of 18  ·  342 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 27.9%
Financial Services 12.9%
Energy 10.7%
Consumer Defensive 9.9%
Industrials 8.7%
Healthcare 8.5%
Consumer Cyclical 8.1%
Utilities 4.2%
Basic Materials 3.8%
Communication Services 3.0%