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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 9 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AEP AMERICAN ELEC PWR CO INC Utilities 8,806.0 $1.2M 0.02% +351.0 +4.2% $136.81 -10.7%
162 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,327.0 $1.2M 0.02% $223.97 +26.1%
163 INTC INTEL CORP Technology 8,179.0 $1.1M 0.02% +2K +42.3% $139.63 -36.4%
164 ETN EATON CORP PLC Industrials 2,662.0 $1.1M 0.02% -73K -96.5% $426.05 -3.0%
165 VUG VANGUARD INDEX FDS 12,969.0 $1.1M 0.02% +11K +476.9% $86.14 +1.5%
166 MA MASTERCARD INCORPORATED Financial Services 2,161.0 $1.1M 0.02% +694.0 +47.3% $513.68 +16.4%
167 MU MICRON TECHNOLOGY INC Technology 942.0 $1.1M 0.02% NEW $1154.67 -19.5%
168 VCR VANGUARD WORLD FD 2,595.0 $1.0M 0.01% $396.64 -0.0%
169 QCOM QUALCOMM INC Technology 5,423.0 $1.0M 0.01% -5K -49.1% $184.80 -12.8%
170 LOW LOWES COS INC Consumer Cyclical 4,423.0 $975K 0.01% +87.0 +2.0% $220.51 -2.2%
171 EEM ISHARES TR 14,144.0 $968K 0.01% +2K +20.7% $68.41 -2.0%
172 ASTS AST SPACEMOBILE INC Technology 10,661.0 $947K 0.01% +3K +34.1% $88.86 -30.2%
173 CL COLGATE PALMOLIVE CO Consumer Defensive 10,098.0 $926K 0.01% +503.0 +5.2% $91.68 -0.1%
174 DIS DISNEY WALT CO Communication Services 9,584.0 $922K 0.01% +231.0 +2.5% $96.25 +15.8%
175 ITOT ISHARES TR 5,404.0 $888K 0.01% $164.28 +2.2%
176 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,606.0 $885K 0.01% +7K +305.0% $92.09 -1.7%
177 VTV VANGUARD INDEX FDS 3,946.0 $860K 0.01% -52.0 -1.3% $217.91 +4.0%
178 ASML ASML HLDG NV Technology 423.0 $842K 0.01% +122.0 +40.5% $1989.44 -11.9%
179 NEE NEXTERA ENERGY INC Utilities 9,574.0 $840K 0.01% +2K +24.3% $87.77 -4.4%
180 CWB SPDR SERIES TRUST 7,645.0 $824K 0.01% $107.82 -4.0%
Page 9 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%