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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 5 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPEM SPDR INDEX SHS FDS 386,241.0 $20.0M 0.29% -25K -6.0% $51.78 +1.0%
82 VCLT VANGUARD SCOTTSDALE FDS 265,037.0 $19.9M 0.29% NEW $75.25 -3.8%
83 GIS GENERAL MILLS INC Consumer Defensive 566,296.0 $19.7M 0.29% -10K -1.7% $34.80 +15.8%
84 IONQ IONQ INC Technology 350,038.0 $18.6M 0.27% +8K +2.5% $53.26 -21.9%
85 VIOV VANGUARD ADMIRAL FDS INC 151,021.0 $17.7M 0.26% +5K +3.2% $117.33 +0.5%
86 LRCX LAM RESEARCH CORP Technology 40,347.0 $17.5M 0.26% +2K +5.0% $433.33 -27.4%
87 VB VANGUARD INDEX FDS 49,597.0 $15.0M 0.22% -1K -2.5% $303.12 -0.1%
88 EMR EMERSON ELEC CO Industrials 88,138.0 $12.6M 0.19% $143.15 +9.5%
89 GOOGL ALPHABET INC Communication Services 34,821.0 $12.4M 0.18% +4K +12.3% $357.37 -2.6%
90 QQQ INVESCO QQQ TR Financial Services 16,475.0 $12.1M 0.18% +1K +8.2% $736.38 -3.4%
91 QUANTINUUM INC 140,103.0 $11.5M 0.17% NEW $81.74
92 SPACE EXPLORATION TECHN CORP 63,862.0 $10.9M 0.16% NEW $170.86
93 META META PLATFORMS INC Communication Services 19,185.0 $10.8M 0.16% -5K -21.2% $563.29 +0.3%
94 RWR SPDR SERIES TRUST 93,985.0 $10.6M 0.16% -23K -19.7% $112.97 +1.8%
95 OKE ONEOK INC NEW Energy 110,987.0 $9.6M 0.14% +1K +1.0% $86.94 +6.0%
96 IVW ISHARES TR 66,456.0 $9.1M 0.13% -442.0 -0.7% $137.53 +1.0%
97 AVGO BROADCOM INC Technology 22,521.0 $8.5M 0.12% -74K -76.7% $377.75 -4.9%
98 IAU ISHARES GOLD TR Financial Services 104,567.0 $7.9M 0.12% +6K +6.0% $75.51 +14.9%
99 WMT WALMART INC Consumer Defensive 67,796.0 $7.7M 0.11% +2K +3.1% $113.26 -6.9%
100 AMD ADVANCED MICRO DEVICES INC Technology 13,141.0 $7.6M 0.11% +1K +10.9% $580.90 -18.3%
Page 5 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%