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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 2 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBDT ISHARES TR 3,572,252.0 $90.2M 1.33% +269K +8.1% $25.25 -0.2%
22 GPIX GOLDMAN SACHS ETF TR 1,584,564.0 $88.1M 1.30% NEW $55.57 +0.7%
23 VZ VERIZON COMMUNICATIONS INC Communication Services 2,035,492.0 $86.2M 1.27% +515K +33.8% $42.34 +18.4%
24 JEPQ J P MORGAN EXCHANGE TRADED F 1,392,157.0 $85.6M 1.26% +271K +24.1% $61.46 -3.3%
25 ENB ENBRIDGE INC Energy 1,487,241.0 $80.6M 1.19% +381K +34.5% $54.21 -7.6%
26 KO COCA COLA CO Consumer Defensive 911,644.0 $74.1M 1.09% +28K +3.1% $81.27 +13.2%
27 ROK ROCKWELL AUTOMATION INC Industrials 149,600.0 $74.1M 1.09% +7K +4.6% $495.08 -13.2%
28 IBDX ISHARES TR 2,822,834.0 $71.1M 1.05% +169K +6.4% $25.19 -1.4%
29 IBDV ISHARES TR 3,253,303.0 $70.9M 1.04% +226K +7.5% $21.80 -0.8%
30 TXN TEXAS INSTRS INC Technology 237,829.0 $70.9M 1.04% +26K +12.4% $298.07 -13.1%
31 IBDW ISHARES TR 3,366,208.0 $70.2M 1.03% +277K +8.9% $20.84 -1.1%
32 GLW CORNING INC Technology 273,257.0 $69.8M 1.03% -247K -47.5% $255.43 -43.0%
33 SPY STATE STR SPDR S&P 500 ETF T Financial Services 93,111.0 $69.5M 1.02% $746.77 +2.2%
34 SPIB SPDR SERIES TRUST 1,980,361.0 $66.3M 0.97% +234K +13.4% $33.46 -1.0%
35 SYK STRYKER CORPORATION Healthcare 205,253.0 $64.6M 0.95% +33K +19.0% $314.84 +4.1%
36 BA BOEING CO Industrials 288,453.0 $62.4M 0.92% +13K +4.6% $216.47 -2.8%
37 O REALTY INCOME CORP Real Estate 1,000,606.0 $62.0M 0.91% +320K +47.0% $61.96 +2.0%
38 VWO VANGUARD INTL EQUITY INDEX F 1,022,858.0 $61.1M 0.90% -19K -1.8% $59.69 +0.5%
39 BERKSHIRE HATHAWAY INC DEL 116,281.0 $58.2M 0.86% -33K -22.1% $500.39
40 MDT MEDTRONIC PLC Healthcare 739,685.0 $57.9M 0.85% +100K +15.7% $78.23 +18.8%
Page 2 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%