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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 10 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AMGN AMGEN INC Healthcare 2,255.0 $817K 0.01% +124.0 +5.8% $362.16 +22.1%
182 DUK DUKE ENERGY CORP NEW Utilities 6,438.0 $815K 0.01% -383.0 -5.6% $126.58 -3.9%
183 GS GOLDMAN SACHS GROUP INC Financial Services 787.0 $796K 0.01% -53.0 -6.3% $1011.99 +4.6%
184 CEREBRAS SYSTEMS INC 3,570.0 $789K 0.01% NEW $221.00
185 IMTM ISHARES TR 14,370.0 $766K 0.01% $53.33 +1.5%
186 YUMC YUM CHINA HLDGS INC Consumer Cyclical 18,628.0 $761K 0.01% $40.87 +18.8%
187 SPLV INVESCO EXCH TRADED FD TR II 10,122.0 $758K 0.01% $74.90 +1.0%
188 MSI MOTOROLA SOLUTIONS INC Technology 1,810.0 $752K 0.01% +67.0 +3.8% $415.26 +16.9%
189 SBUX STARBUCKS CORP Consumer Cyclical 7,348.0 $751K 0.01% -267.0 -3.5% $102.19 +3.5%
190 MCK MCKESSON CORP Healthcare 984.0 $743K 0.01% +48.0 +5.1% $755.56 +19.8%
191 ONEQ FIDELITY COMWLTH TR 7,165.0 $740K 0.01% NEW $103.22 -0.2%
192 C CITIGROUP INC Financial Services 5,195.0 $727K 0.01% -1K -16.5% $139.97 -4.8%
193 HBAN HUNTINGTON BANCSHARES INC Financial Services 40,828.0 $724K 0.01% $17.73 -4.4%
194 DFUV DIMENSIONAL ETF TRUST 12,628.0 $695K 0.01% $55.01 +4.2%
195 ANET ARISTA NETWORKS INC Technology 4,050.0 $688K 0.01% +1K +52.1% $169.88 +12.4%
196 FNDX SCHWAB STRATEGIC TR 21,950.0 $683K 0.01% +795.0 +3.8% $31.10 +4.6%
197 L LOEWS CORP Financial Services 6,014.0 $681K 0.01% $113.21 -2.1%
198 CRM SALESFORCE INC Technology 4,344.0 $680K 0.01% +2K +86.6% $156.64 +31.3%
199 SPDW SPDR INDEX SHS FDS 13,485.0 $680K 0.01% +98.0 +0.7% $50.39 +3.8%
200 PPLT ABRDN PLATINUM ETF TRUST Financial Services 48,000.0 $678K 0.01% +43K +900.0% $14.13 +19.3%
Page 10 of 19  ·  374 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%