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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 14 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SUN SUNOCO LP/SUNOCO FIN CORP Energy 5,872.0 $294K 0.01% NEW $50.01 +44.4%
262 SPDW SPDR INDEX SHS FDS 6,779.0 $290K 0.01% NEW $42.79 +16.9%
263 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,210.0 $290K 0.01% NEW $68.81 +21.3%
264 SPOT SPOTIFY TECHNOLOGY S A Communication Services 411.0 $287K 0.01% NEW $697.47 -36.7%
265 INTU INTUIT Technology 419.0 $286K 0.01% NEW $682.80 -41.5%
266 AFL AFLAC INC Financial Services 2,503.0 $280K 0.01% NEW $111.69 +4.9%
267 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,184.0 $279K 0.01% NEW $236.06 +210.7%
268 HOOD ROBINHOOD MKTS INC Financial Services 1,944.0 $278K 0.01% NEW $143.18 -48.2%
269 GILD GILEAD SCIENCES INC Healthcare 2,502.0 $278K 0.01% NEW $110.98 +17.6%
270 SBUX STARBUCKS CORP Consumer Cyclical 3,274.0 $277K 0.01% NEW $84.60 +25.7%
271 BOKF BOK FINL CORP Financial Services 2,458.0 $274K 0.01% NEW $111.44 +16.6%
272 HUM HUMANA INC Healthcare 1,051.0 $273K 0.01% NEW $260.08 +19.4%
273 AM ANTERO MIDSTREAM CORP Energy 14,000.0 $272K 0.01% NEW $19.44 +13.6%
274 ONON ON HLDG AG Consumer Cyclical 6,386.0 $270K 0.01% NEW $42.35 -11.8%
275 VSS VANGUARD INTL EQUITY INDEX F 1,890.0 $269K 0.01% NEW $142.55 +10.9%
276 CBSH COMMERCE BANCSHARES INC Financial Services 4,459.0 $266K 0.00% NEW $59.76 -12.5%
277 MSCI MSCI INC Financial Services 464.0 $263K 0.00% NEW $567.88 +1.7%
278 HWM HOWMET AEROSPACE INC Industrials 1,337.0 $262K 0.00% NEW $196.28 +29.0%
279 NVS NOVARTIS AG Healthcare 2,027.0 $260K 0.00% NEW $128.24 +17.3%
280 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,408.0 $260K 0.00% NEW $107.83 -14.8%
Page 14 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%