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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 16 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PICK ISHARES INC 5,316.0 $309K 0.01% $58.15 +14.2%
302 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 967.0 $307K 0.01% -140.0 -12.7% $317.61 -7.8%
303 IBDS ISHARES TR 12,652.0 $306K 0.01% -1.8M -99.3% $24.22 -0.1%
304 NVS NOVARTIS AG Healthcare 1,953.0 $306K 0.01% NEW $156.70 +1.7%
305 BANF BANCFIRST CORP Financial Services 2,751.0 $306K 0.00% -395.0 -12.6% $111.13 +0.2%
306 RSPG INVESCO EXCHANGE TRADED FD T 3,060.0 $300K 0.00% $97.96 +14.2%
307 DAL DELTA AIR LINES INC Industrials 3,174.0 $297K 0.00% NEW $93.65 -11.6%
308 SMA SMARTSTOP SELF STORAG REIT I Real Estate 9,076.0 $295K 0.00% $32.50 +4.1%
309 CBSH COMMERCE BANCSHARES INC Financial Services 5,089.0 $294K 0.00% +450.0 +9.7% $57.75 +0.8%
310 VSS VANGUARD INTL EQUITY INDEX F 1,903.0 $294K 0.00% +13.0 +0.7% $154.29 +4.0%
311 JBHT HUNT J B TRANS SVCS INC Industrials 1,004.0 $291K 0.00% NEW $289.43 -8.8%
312 CTVA CORTEVA INC Basic Materials 3,429.0 $290K 0.00% -100.0 -2.8% $84.70 -2.2%
313 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,347.0 $289K 0.00% +555.0 +31.0% $123.13 +31.6%
314 IEMG ISHARES INC 3,438.0 $285K 0.00% -270.0 -7.3% $82.85 -1.4%
315 COF CAPITAL ONE FINL CORP Financial Services 1,384.0 $278K 0.00% -20.0 -1.4% $200.69 +8.3%
316 BKR BAKER HUGHES COMPANY Energy 4,930.0 $274K 0.00% -4K -44.5% $55.50 +12.8%
317 IJS ISHARES TR 2,000.0 $273K 0.00% NEW $136.68 +0.6%
318 MUB ISHARES TR 2,540.0 $273K 0.00% +670.0 +35.8% $107.62 -1.9%
319 CRSP CRISPR THERAPEUTICS AG Healthcare 4,990.0 $272K 0.00% -44.0 -0.9% $54.54 +10.3%
320 FNDA SCHWAB STRATEGIC TR 7,130.0 $271K 0.00% NEW $38.06 -1.5%
Page 16 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%