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Portfolio (Quarterly) Guide ↗

CAPITAL ADVISORS INC/OK

· CIK 0000860828
13F Portfolio $6.2B AUM 350 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 27 New 144 Added 69 Reduced 27 Exited
Page 5 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWM ISHARES TR 5,626.0 $1.4M 0.02% +4K +260.4% $246.18 +13.2%
82 SCHG SCHWAB STRATEGIC TR 42,260.0 $1.4M 0.02% +487.0 +1.2% $32.62 +4.9%
83 XLE SELECT SECTOR SPDR TR 29,242.0 $1.3M 0.02% +16K +121.3% $44.71 +34.5%
84 ET ENERGY TRANSFER L P Energy 75,980.0 $1.3M 0.02% +9K +14.2% $16.49 +23.2%
85 CVS CVS HEALTH CORP Healthcare 14,981.0 $1.2M 0.02% +105.0 +0.7% $79.36 +18.2%
86 VUG VANGUARD INDEX FDS 2,248.0 $1.1M 0.02% +91.0 +4.2% $487.86 -82.2%
87 MRK MERCK & CO INC Healthcare 9,958.0 $1.0M 0.02% +844.0 +9.3% $105.26 +7.4%
88 LOW LOWES COS INC Consumer Cyclical 4,336.0 $1.0M 0.02% +2K +114.3% $241.15 -8.8%
89 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,279.0 $986K 0.02% +388.0 +2.2% $53.94 +8.1%
90 GDX VANECK ETF TRUST 9,735.0 $835K 0.01% +2K +18.2% $85.77 +0.7%
91 ITOT ISHARES TR 5,413.0 $805K 0.01% +100.0 +1.9% $148.69 +8.5%
92 CL COLGATE PALMOLIVE CO Consumer Defensive 9,595.0 $758K 0.01% +129.0 +1.4% $79.02 +14.5%
93 GS GOLDMAN SACHS GROUP INC Financial Services 840.0 $738K 0.01% +358.0 +74.3% $879.04 +10.8%
94 C CITIGROUP INC Financial Services 6,223.0 $726K 0.01% +2K +35.8% $116.69 +7.0%
95 BP BP PLC Energy 20,878.0 $725K 0.01% +291.0 +1.4% $34.73 +30.4%
96 T AT&T INC Communication Services 27,528.0 $684K 0.01% +5K +22.5% $24.84 +0.5%
97 APOS APOLLO GLOBAL MGMT INC Financial Services 4,618.0 $669K 0.01% +271.0 +6.2% $144.76 -82.1%
98 SBUX STARBUCKS CORP Consumer Cyclical 7,615.0 $641K 0.01% +4K +132.6% $84.21 +26.8%
99 WPM WHEATON PRECIOUS METALS CORP Basic Materials 5,437.0 $639K 0.01% +101.0 +1.9% $117.52 +8.5%
100 BLK BLACKROCK INC Financial Services 589.0 $631K 0.01% +32.0 +5.8% $1071.10 -2.2%
Page 5 of 8  ·  144 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 26.9%
Financial Services 12.4%
Energy 10.4%
Consumer Defensive 9.5%
Industrials 8.4%
Healthcare 8.2%
Consumer Cyclical 7.8%
Communication Services 6.4%
Utilities 4.0%
Basic Materials 3.6%