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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 6 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NOW SERVICENOW INC Technology 3,995.0 $612K 0.01% +4K +876.8% $153.20 -33.5%
102 WFC WELLS FARGO CO NEW Financial Services 6,431.0 $599K 0.01% +1K +22.4% $93.20 -18.7%
103 SOFI SOFI TECHNOLOGIES INC Financial Services 22,813.0 $597K 0.01% +4K +23.6% $26.18 -40.3%
104 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,162.0 $595K 0.01% +978.0 +82.6% $275.39 +171.4%
105 SPDW SPDR INDEX SHS FDS 13,387.0 $595K 0.01% +7K +97.5% $44.41 +12.2%
106 ASTS AST SPACEMOBILE INC Technology 7,952.0 $578K 0.01% +1K +20.7% $72.63 +24.4%
107 FNDX SCHWAB STRATEGIC TR 21,155.0 $576K 0.01% +1K +7.0% $27.21 +11.9%
108 VV VANGUARD INDEX FDS 1,630.0 $513K 0.01% +101.0 +6.6% $314.80 +8.0%
109 XLF SELECT SECTOR SPDR TR 9,199.0 $504K 0.01% +515.0 +5.9% $54.77 -5.8%
110 KMI KINDER MORGAN INC DEL Energy 16,445.0 $452K 0.01% +4K +34.5% $27.49 +22.9%
111 LUV SOUTHWEST AIRLS CO Industrials 10,766.0 $445K 0.01% +103.0 +1.0% $41.33 -4.0%
112 FTEC FIDELITY COVINGTON TRUST 1,867.0 $420K 0.01% +296.0 +18.8% $224.73 +20.4%
113 GILD GILEAD SCIENCES INC Healthcare 3,241.0 $398K 0.01% +739.0 +29.5% $122.74 +6.1%
114 MPLX MPLX LP Energy 7,442.0 $397K 0.01% +3K +67.5% $53.37 +4.5%
115 NSC NORFOLK SOUTHN CORP Industrials 1,339.0 $387K 0.01% +13.0 +1.0% $288.72 +9.2%
116 MARA MARA HOLDINGS INC Financial Services 42,218.0 $379K 0.01% +665.0 +1.6% $8.98 +48.3%
117 CMCSA COMCAST CORP NEW Communication Services 11,929.0 $357K 0.01% +221.0 +1.9% $29.89 -16.0%
118 INTU INTUIT Technology 526.0 $348K 0.01% +107.0 +25.5% $661.85 -42.0%
119 AM ANTERO MIDSTREAM CORP Energy 19,521.0 $347K 0.01% +6K +39.4% $17.79 +24.5%
120 AMLP ALPS ETF TR 7,363.0 $346K 0.01% +1K +15.7% $47.02 +16.0%
Page 6 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%