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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 15 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DE DEERE & CO Industrials 563.0 $357K 0.01% NEW $634.84 -0.5%
282 BSV VANGUARD BD INDEX FDS 4,534.0 $353K 0.01% +97.0 +2.2% $77.90 -0.3%
283 SPYM SPDR SERIES TRUST 4,009.0 $352K 0.01% NEW $87.88 +2.6%
284 SGOV ISHARES TR 3,482.0 $351K 0.01% NEW $100.67 -0.0%
285 BIL SPDR SERIES TRUST 3,825.0 $351K 0.01% NEW $91.64 -0.0%
286 EMXC ISHARES INC 3,414.0 $349K 0.01% $102.30 -4.1%
287 SCHA SCHWAB STRATEGIC TR 9,592.0 $347K 0.01% +644.0 +7.2% $36.13 -4.3%
288 MP MP MATERIALS CORP Basic Materials 6,154.0 $345K 0.01% +730.0 +13.5% $56.01 +6.2%
289 CANADIAN PACIFIC KANSAS CITY 3,975.0 $344K 0.01% NEW $86.65
290 HUM HUMANA INC Healthcare 866.0 $344K 0.01% -184.0 -17.5% $397.36 -2.4%
291 BOKF BOK FINL CORP Financial Services 2,458.0 $341K 0.01% $138.88 +0.2%
292 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,030.0 $341K 0.01% +2K +28.1% $34.00 +10.6%
293 FANG DIAMONDBACK ENERGY INC Energy 1,929.0 $339K 0.01% -295.0 -13.3% $175.78 +14.7%
294 BCE BCE INC Communication Services 15,361.0 $330K 0.01% NEW $21.51 +9.6%
295 DUPONT DE NEMOURS INC 2,421.0 $328K 0.01% NEW $135.64
296 GDX VANECK ETF TRUST 4,284.0 $323K 0.01% -5K -56.0% $75.45 +39.0%
297 AFL AFLAC INC Financial Services 2,744.0 $322K 0.01% +541.0 +24.6% $117.25 -0.6%
298 BROOKFIELD ASSET MANAGMT LTD 7,167.0 $321K 0.01% NEW $44.85
299 MUNI PIMCO ETF TR 6,040.0 $318K 0.01% NEW $52.60 -1.5%
300 HP HELMERICH & PAYNE INC Energy 9,650.0 $316K 0.01% -1K -12.3% $32.74 +28.8%
Page 15 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%