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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 15 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TILRAY BRANDS INC 150,050.0 $260K 0.00% NEW $1.73
282 DFLV DIMENSIONAL ETF TRUST 7,844.0 $258K 0.00% NEW $32.90 +15.7%
283 VRT VERTIV HOLDINGS CO Industrials 1,693.0 $255K 0.00% NEW $150.86 +125.2%
284 TMUS T-MOBILE US INC Communication Services 1,066.0 $255K 0.00% NEW $239.31 -20.3%
285 TGT TARGET CORP Consumer Defensive 2,825.0 $253K 0.00% NEW $89.71 +37.6%
286 FIX COMFORT SYS USA INC Industrials 303.0 $250K 0.00% NEW $825.18 +124.7%
287 AGNC AGNC INVT CORP Real Estate 25,510.0 $250K 0.00% NEW $9.79 +3.5%
288 CAH CARDINAL HEALTH INC Healthcare 1,584.0 $249K 0.00% NEW $156.93 +27.7%
289 APH AMPHENOL CORP NEW Technology 1,999.0 $247K 0.00% NEW $123.78 -3.7%
290 SHM SPDR SERIES TRUST 5,105.0 $246K 0.00% NEW $48.22 -1.2%
291 FANG DIAMONDBACK ENERGY INC Energy 1,715.0 $245K 0.00% NEW $143.10 +43.7%
292 TM TOYOTA MOTOR CORP Consumer Cyclical 1,281.0 $245K 0.00% NEW $191.09 -1.9%
293 INTC INTEL CORP Technology 7,275.0 $244K 0.00% NEW $33.55 +222.4%
294 SCHA SCHWAB STRATEGIC TR 8,714.0 $243K 0.00% NEW $27.90 +14.9%
295 HP HELMERICH & PAYNE INC Energy 11,001.0 $243K 0.00% NEW $22.09 +88.0%
296 OGS ONE GAS INC Utilities 2,998.0 $243K 0.00% NEW $80.94 +2.8%
297 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 4,413.0 $241K 0.00% NEW $54.64 +7.0%
298 ASML ASML HOLDING N V Technology 247.0 $239K 0.00% NEW $968.09 +50.8%
299 XLI SELECT SECTOR SPDR TR 1,550.0 $239K 0.00% NEW $154.25 +9.4%
300 CTVA CORTEVA INC Basic Materials 3,531.0 $239K 0.00% NEW $67.63 +19.9%
Page 15 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%