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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 13 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TTD THE TRADE DESK INC Technology 6,953.0 $341K 0.01% NEW $49.01 -56.8%
242 LUV SOUTHWEST AIRLS CO Industrials 10,663.0 $340K 0.01% NEW $31.91 +17.1%
243 UPS UNITED PARCEL SERVICE INC Industrials 4,011.0 $335K 0.01% NEW $83.53 +15.9%
244 PB PROSPERITY BANCSHARES INC Financial Services 5,033.0 $334K 0.01% NEW $66.35 +2.4%
245 OGE OGE ENERGY CORP Utilities 7,214.0 $334K 0.01% NEW $46.27 +3.8%
246 CRSP CRISPR THERAPEUTICS AG Healthcare 5,139.0 $333K 0.01% NEW $64.81 -26.6%
247 IWB ISHARES TR 888.0 $324K 0.01% NEW $365.37 +10.6%
248 ASTS AST SPACEMOBILE INC Technology 6,590.0 $323K 0.01% NEW $49.08 +82.5%
249 IDXX IDEXX LABS INC Healthcare 492.0 $314K 0.01% NEW $638.89 -14.5%
250 AJG GALLAGHER ARTHUR J & CO Financial Services 1,004.0 $311K 0.01% NEW $309.73 -34.3%
251 MP MP MATERIALS CORP Basic Materials 4,613.0 $309K 0.01% NEW $67.07 -18.1%
252 ETHW BITWISE ETHEREUM ETF Financial Services 10,375.0 $309K 0.01% NEW $29.82 -48.8%
253 COF CAPITAL ONE FINL CORP Financial Services 1,442.0 $307K 0.01% NEW $212.64 -14.4%
254 LEG LEGGETT & PLATT INC Consumer Cyclical 34,507.0 $306K 0.01% NEW $8.88 +4.1%
255 ARCB ARCBEST CORP Industrials 4,375.0 $306K 0.01% NEW $69.88 +78.9%
256 BRO BROWN & BROWN INC Financial Services 3,219.0 $302K 0.01% NEW $93.79 -38.8%
257 ACGL ARCH CAP GROUP LTD Financial Services 3,326.0 $302K 0.01% NEW $90.73 +6.7%
258 AMLP ALPS ETF TR 6,363.0 $299K 0.01% NEW $46.93 +15.9%
259 OVV OVINTIV INC Energy 7,329.0 $296K 0.01% NEW $40.38 +50.8%
260 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,530.0 $295K 0.01% NEW $39.19 -15.7%
Page 13 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%