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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 12 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VHT VANGUARD WORLD FD 1,823.0 $545K 0.01% $299.01 +10.0%
222 NOC NORTHROP GRUMMAN CORP Industrials 1,049.0 $534K 0.01% +41.0 +4.1% $509.31 +6.5%
223 OGE OGE ENERGY CORP Utilities 10,978.0 $534K 0.01% +4K +52.2% $48.66 -5.6%
224 DDS DILLARDS INC Consumer Cyclical 1,005.0 $531K 0.01% $528.42 +20.6%
225 INTERNATIONAL BANCSHARES COR 6,992.0 $531K 0.01% $75.95
226 WDC WESTERN DIGITAL CORP Technology 831.0 $531K 0.01% NEW $638.65 -29.4%
227 KMI KINDER MORGAN INC DEL Energy 16,470.0 $527K 0.01% $31.97 -3.2%
228 UNP UNION PAC CORP Industrials 1,888.0 $513K 0.01% +229.0 +13.8% $271.95 +13.8%
229 TER TERADYNE INC Technology 1,057.0 $512K 0.01% NEW $484.05 -24.3%
230 SOFI SOFI TECHNOLOGIES INC Financial Services 28,324.0 $508K 0.01% +6K +24.2% $17.93 +6.0%
231 Q QNITY ELECTRONICS INC Technology 3,106.0 $507K 0.01% $163.31 -22.5%
232 VV VANGUARD INDEX FDS 1,464.0 $503K 0.01% -166.0 -10.2% $343.91 +2.6%
233 FTV FORTIVE CORP Technology 8,241.0 $503K 0.01% $61.09 -2.6%
234 WAB WABTEC Industrials 1,864.0 $502K 0.01% NEW $269.57 +10.2%
235 LUV SOUTHWEST AIRLS CO Industrials 9,751.0 $501K 0.01% -1K -9.4% $51.42 -20.6%
236 VRT VERTIV HOLDINGS CO Industrials 1,484.0 $497K 0.01% -39.0 -2.6% $334.82 -23.6%
237 DIA STATE STR SPDR DOW JONES IND Financial Services 948.0 $495K 0.01% -75.0 -7.3% $522.27 +2.5%
238 IBIT ISHARES BITCOIN TRUST ETF Financial Services 14,758.0 $491K 0.01% -10K -41.2% $33.29 +34.3%
239 UPS UNITED PARCEL SVCS INC Industrials 4,505.0 $484K 0.01% +998.0 +28.5% $107.51 -2.2%
240 TMO THERMO FISHER SCIENTIFIC INC Healthcare 964.0 $483K 0.01% -177.0 -15.5% $501.36 +25.3%
Page 12 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%