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Portfolio (Quarterly) Guide ↗

CAPITAL ADVISORS INC/OK

· CIK 0000860828
13F Portfolio $6.0B AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 342 New
Page 11 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 INTERNATIONAL BANCSHARES COR 6,992.0 $481K 0.01% NEW $68.75
202 VHT VANGUARD WORLD FD 1,824.0 $474K 0.01% NEW $259.65 +5.8%
203 VV VANGUARD INDEX FDS 1,529.0 $471K 0.01% NEW $307.86 +10.8%
204 XLF SELECT SECTOR SPDR TR 8,684.0 $468K 0.01% NEW $53.87 -4.1%
205 C CITIGROUP INC Financial Services 4,584.0 $465K 0.01% NEW $101.50 +23.0%
206 DD DUPONT DE NEMOURS INC Basic Materials 5,954.0 $464K 0.01% NEW $77.90 -37.6%
207 SHEL SHELL PLC Energy 6,440.0 $461K 0.01% NEW $71.53 +23.7%
208 HCA HCA HEALTHCARE INC Healthcare 1,070.0 $456K 0.01% NEW $426.20 -5.0%
209 IWP ISHARES TR 3,139.0 $447K 0.01% NEW $142.41 -3.5%
210 WFC WELLS FARGO CO NEW Financial Services 5,252.0 $440K 0.01% NEW $83.82 -11.1%
211 CSX CSX CORP Industrials 12,243.0 $435K 0.01% NEW $35.51 +29.8%
212 BKR BAKER HUGHES COMPANY Energy 8,887.0 $433K 0.01% NEW $48.72 +37.1%
213 RSPT INVESCO EXCHANGE TRADED FD T 9,697.0 $432K 0.01% NEW $44.58 +31.3%
214 ANET ARISTA NETWORKS INC Technology 2,919.0 $425K 0.01% NEW $145.71 -3.6%
215 SHW SHERWIN WILLIAMS CO Basic Materials 1,227.0 $425K 0.01% NEW $346.36 -13.7%
216 SRE SEMPRA Utilities 4,701.0 $423K 0.01% NEW $89.97 +1.5%
217 EW EDWARDS LIFESCIENCES CORP Healthcare 5,385.0 $419K 0.01% NEW $77.77 +5.6%
218 WEC WEC ENERGY GROUP INC Utilities 3,628.0 $416K 0.01% NEW $114.59 -2.7%
219 RS RELIANCE INC Basic Materials 1,465.0 $411K 0.01% NEW $280.83 +27.3%
220 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 683.0 $407K 0.01% NEW $596.03 +11.5%
Page 11 of 18  ·  342 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 12.3%
Energy 10.6%
Consumer Defensive 10.5%
Industrials 8.2%
Consumer Cyclical 7.9%
Healthcare 7.7%
Communication Services 6.0%
Utilities 4.3%
Basic Materials 3.2%