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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 18 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PWR QUANTA SVCS INC Industrials 304.0 $219K 0.00% NEW $720.04 -14.3%
342 VO VANGUARD INDEX FDS 2,717.0 $219K 0.00% +2K +269.2% $80.56 +2.8%
343 HAL HALLIBURTON CO Energy 6,397.0 $217K 0.00% -3K -29.4% $33.95 +2.0%
344 EFA ISHARES TR 2,082.0 $216K 0.00% NEW $103.88 +4.0%
345 ACN ACCENTURE PLC IRELAND Technology 1,738.0 $216K 0.00% -145K -98.8% $124.41 +49.9%
346 VECO VEECO INSTRS INC DEL Technology 2,838.0 $215K 0.00% NEW $75.80 -38.3%
347 SNPS SYNOPSYS INC Technology 480.0 $214K 0.00% +10.0 +2.1% $446.07 -11.6%
348 DAVE INC 570.0 $212K 0.00% NEW $372.59
349 THG HANOVER INS GROUP INC Financial Services 992.0 $212K 0.00% NEW $214.02 +6.3%
350 CMCSA COMCAST CORP NEW Communication Services 8,623.0 $212K 0.00% -3K -27.7% $24.55 +10.1%
351 PNW PINNACLE WEST CAP CORP Utilities 1,971.0 $211K 0.00% NEW $107.02 -8.7%
352 MSCI MSCI INC Financial Services 375.0 $210K 0.00% -87.0 -18.8% $559.44 +2.1%
353 TCBI TEXAS CAP BANCSHARES INC Financial Services 2,030.0 $210K 0.00% NEW $103.26 -5.1%
354 SCHV SCHWAB STRATEGIC TR 6,000.0 $209K 0.00% NEW $34.81 +0.2%
355 SIMO SILICON MOTION TECHNOLOGY CO Technology 626.0 $209K 0.00% NEW $333.33 -27.0%
356 SHM SPDR SERIES TRUST 4,325.0 $207K 0.00% -780.0 -15.3% $47.97 -0.4%
357 RY ROYAL BK CDA Financial Services 993.0 $206K 0.00% NEW $206.97 -1.4%
358 HSY HERSHEY CO Consumer Defensive 1,171.0 $205K 0.00% $175.45 +8.3%
359 RALLIANT CORP 2,741.0 $202K 0.00% NEW $73.63
360 IYW ISHARES TR 800.0 $202K 0.00% NEW $252.23 -3.2%
Page 18 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%