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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBDX ISHARES TR 2,653,529.0 $67.7M 1.09% NEW $25.53 -1.9%
2 UNILEVER PLC 613,556.0 $40.1M 0.65% NEW $65.40
3 SNOW SNOWFLAKE INC Technology 131,269.0 $28.8M 0.46% NEW $219.36 -25.3%
4 VIOV VANGUARD ADMIRAL FDS INC 146,347.0 $14.3M 0.23% NEW $97.76 +11.4%
5 HBAN HUNTINGTON BANCSHARES INC Financial Services 40,828.0 $708K 0.01% NEW $17.35 -9.0%
6 SPGI S&P GLOBAL INC Financial Services 1,316.0 $688K 0.01% NEW $522.46 -20.6%
7 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,141.0 $661K 0.01% NEW $579.54 -23.0%
8 EEM ISHARES TR 11,720.0 $641K 0.01% NEW $54.71 +19.3%
9 CRM SALESFORCE INC Technology 2,328.0 $617K 0.01% NEW $264.94 -32.9%
10 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 55,837.0 $453K 0.01% NEW $8.11 -3.8%
11 IEV ISHARES TR 5,000.0 $343K 0.01% NEW $68.60 +5.4%
12 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,792.0 $290K 0.01% NEW $161.97 -5.7%
13 SMA SMARTSTOP SELF STORAG REIT I Real Estate 9,076.0 $281K 0.01% NEW $30.94 -1.2%
14 FDX FEDEX CORP Industrials 941.0 $272K 0.00% NEW $288.82 +34.0%
15 QQQI NEOS ETF TRUST 4,750.0 $256K 0.00% NEW $53.86 +3.7%
16 Q QNITY ELECTRONICS INC Technology 3,104.0 $253K 0.00% NEW $81.65 +86.8%
17 EMXC ISHARES INC 3,414.0 $248K 0.00% NEW $72.68 +29.3%
18 SMH VANECK ETF TRUST 688.0 $248K 0.00% NEW $360.39 +55.5%
19 RSPG INVESCO EXCHANGE TRADED FD T 3,060.0 $244K 0.00% NEW $79.58 +36.8%
20 WY WEYERHAEUSER CO MTN BE Real Estate 9,850.0 $233K 0.00% NEW $23.69 -2.1%
Page 1 of 2  ·  27 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%