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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 8 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SHOP SHOPIFY INC Technology 15,217.0 $1.7M 0.03% +7K +85.7% $114.18 +34.8%
142 VIS VANGUARD WORLD FD 4,692.0 $1.7M 0.03% $360.38 -4.9%
143 GLD SPDR GOLD TR Financial Services 4,390.0 $1.6M 0.02% -660.0 -13.1% $368.38 +15.5%
144 GD GENERAL DYNAMICS CORP Industrials 4,551.0 $1.6M 0.02% +403.0 +9.7% $354.24 +6.2%
145 ET ENERGY TRANSFER L P Energy 84,082.0 $1.6M 0.02% +8K +10.7% $19.12 +10.1%
146 SCHD SCHWAB STRATEGIC TR 49,543.0 $1.6M 0.02% -1K -2.8% $31.71 +10.6%
147 CVS CVS HEALTH CORP Healthcare 15,151.0 $1.6M 0.02% +170.0 +1.1% $103.45 -9.9%
148 MPC MARATHON PETE CORP Energy 5,657.0 $1.4M 0.02% +838.0 +17.4% $255.68 +40.9%
149 SCHG SCHWAB STRATEGIC TR 42,393.0 $1.4M 0.02% $33.84 +4.4%
150 CXW CORECIVIC INC Real Estate 47,213.0 $1.4M 0.02% NEW $30.38 +8.9%
151 XLE SELECT SECTOR SPDR TR 26,792.0 $1.4M 0.02% -2K -8.4% $53.11 +17.8%
152 BMY BRISTOL-MYERS SQUIBB CO Healthcare 24,641.0 $1.4M 0.02% +6K +34.8% $57.62 +17.4%
153 SDY SPDR SERIES TRUST 9,188.0 $1.4M 0.02% -119.0 -1.3% $152.17 +4.0%
154 MO ALTRIA GROUP INC Consumer Defensive 18,763.0 $1.4M 0.02% +687.0 +3.8% $71.95 -5.6%
155 DVN DEVON ENERGY CORP NEW Energy 30,987.0 $1.3M 0.02% +7K +30.7% $41.32 +14.3%
156 MRK MERCK & CO INC Healthcare 9,821.0 $1.3M 0.02% -137.0 -1.4% $128.51 +19.8%
157 PM PHILIP MORRIS INTL INC Consumer Defensive 6,913.0 $1.3M 0.02% +329.0 +5.0% $180.92 +6.5%
158 APP APPLOVIN CORP Technology 2,420.0 $1.2M 0.02% +122.0 +5.3% $515.23 -40.6%
159 NVO NOVO-NORDISK A S Healthcare 25,516.0 $1.2M 0.02% +5K +25.6% $47.94 +0.2%
160 IWF ISHARES TR 9,764.0 $1.2M 0.02% +7K +300.0% $124.17 -1.8%
Page 8 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%