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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 7 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ABT ABBOTT LABORATORIES Healthcare 32,624.0 $3.0M 0.04% +989.0 +3.1% $90.74 +27.1%
122 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,061.0 $2.9M 0.04% +157.0 +2.7% $477.55 -13.0%
123 SCHW SCHWAB CHARLES CORP Financial Services 30,710.0 $2.8M 0.04% +957.0 +3.2% $92.27 +22.1%
124 CRWD CROWDSTRIKE HLDGS INC Technology 3,709.0 $2.8M 0.04% +803.0 +27.6% $190.78 -1.2%
125 PSX PHILLIPS 66 Energy 16,130.0 $2.7M 0.04% +429.0 +2.7% $169.05 +42.3%
126 VTI VANGUARD INDEX FDS 7,365.0 $2.7M 0.04% -3K -28.2% $370.04 +2.0%
127 FITB FIFTH THIRD BANCORP Financial Services 46,895.0 $2.6M 0.04% $56.37 -2.7%
128 ARLP ALLIANCE RESOURCE PARTNERS L Energy 98,126.0 $2.4M 0.04% -898.0 -0.9% $23.98 +10.1%
129 MMM 3M CO Industrials 14,451.0 $2.3M 0.03% $161.91 +10.8%
130 VLO VALERO ENERGY CORP Energy 8,969.0 $2.3M 0.03% +68.0 +0.8% $260.44 +31.7%
131 SCHB SCHWAB STRATEGIC TR 80,630.0 $2.3M 0.03% $28.96 +2.1%
132 VYM VANGUARD WHITEHALL FDS 14,466.0 $2.3M 0.03% +464.0 +3.3% $158.03 +4.3%
133 GE GE AEROSPACE Industrials 5,970.0 $2.2M 0.03% +140.0 +2.4% $373.71 -7.4%
134 BAC BANK OF AMER CORP Financial Services 37,491.0 $2.1M 0.03% -2K -6.2% $56.98 +9.3%
135 VIG VANGUARD SPECIALIZED FUNDS 9,023.0 $2.1M 0.03% $236.62 +3.2%
136 SLV ISHARES SILVER TR Financial Services 37,361.0 $2.0M 0.03% +1K +3.8% $53.47 +15.3%
137 NXPI NXP SEMICONDUCTORS N V Technology 7,081.0 $2.0M 0.03% +94.0 +1.4% $281.03 -21.0%
138 MCD MCDONALDS CORP Consumer Cyclical 6,966.0 $1.9M 0.03% +633.0 +10.0% $270.30 -0.1%
139 IWM ISHARES TR 6,116.0 $1.8M 0.03% +490.0 +8.7% $300.47 -0.5%
140 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,823.0 $1.8M 0.03% -339.0 -15.7% $965.00 -14.9%
Page 7 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%