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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 19 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SYY SYSCO CORP Consumer Defensive 2,400.0 $201K 0.00% NEW $83.58 +0.3%
362 SBS COMPANHIA DE SANEAMENTO BASI Utilities 33,380.0 $193K 0.00% NEW $5.78 -19.9%
363 ETHW BITWISE ETHEREUM ETF Financial Services 10,375.0 $117K 0.00% $11.28 +56.7%
364 LWLG LIGHTWAVE LOGIC INC Basic Materials 10,048.0 $95K 0.00% NEW $9.46 -38.6%
365 KYTX KYVERNA THERAPEUTICS INC Healthcare 10,000.0 $89K 0.00% $8.91 -7.5%
366 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 15,626.0 $72K 0.00% -14K -47.4% $4.62 -25.8%
367 BBAI BIGBEAR AI HLDGS INC Technology 14,584.0 $54K 0.00% NEW $3.67 -16.3%
368 GNSS GENASYS INC Technology 30,532.0 $52K 0.00% -13K -30.1% $1.70 -1.2%
369 RR RICHTECH ROBOTICS INC Industrials 16,398.0 $35K 0.00% -11K -40.4% $2.11 -23.2%
370 CLOUDASTRUCTURE INC 100,000.0 $34K 0.00% NEW $0.34
371 CTM CASTELLUM INC Technology 22,000.0 $16K NEW $0.72 -15.5%
372 BIGBEAR AI HLDGS INC 25,000.0 $9K NEW $0.35
373 ALPHA MODUS HLDGS INC 319,267.0 $8K NEW $0.03
374 MEGA MATRIX INC 12,000.0 $4K NEW $0.29
Page 19 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%