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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 16 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ADBE ADOBE INC Technology 676.0 $238K 0.00% NEW $352.75 -28.2%
302 NICE NICE LTD Technology 1,638.0 $237K 0.00% NEW $144.78 -34.5%
303 JKHY HENRY JACK & ASSOC INC Technology 1,591.0 $237K 0.00% NEW $148.93 -5.7%
304 PH PARKER-HANNIFIN CORP Industrials 309.0 $234K 0.00% NEW $758.26 +12.4%
305 PICK ISHARES INC 5,234.0 $233K 0.00% NEW $44.50 +40.9%
306 NET CLOUDFLARE INC Technology 1,074.0 $230K 0.00% NEW $214.59 -3.7%
307 IEMG ISHARES INC 3,495.0 $230K 0.00% NEW $65.92 +21.3%
308 SNPS SYNOPSYS INC Technology 466.0 $230K 0.00% NEW $493.46 +0.1%
309 BITB BITWISE BITCOIN ETF TR Financial Services 3,685.0 $229K 0.00% NEW $62.22 -32.3%
310 NTES NETEASE INC Technology 1,500.0 $228K 0.00% NEW $151.99 -24.7%
311 FLEX FLEX LTD Technology 3,921.0 $227K 0.00% NEW $57.97 +117.9%
312 IEFA ISHARES TR 2,593.0 $226K 0.00% NEW $87.32 +11.0%
313 OKTA OKTA INC Technology 2,450.0 $225K 0.00% NEW $91.70 -6.5%
314 VO VANGUARD INDEX FDS 763.0 $224K 0.00% NEW $293.63 -73.8%
315 CTRA COTERRA ENERGY INC Energy 9,432.0 $223K 0.00% NEW $23.65 +37.7%
316 HAL HALLIBURTON CO Energy 9,059.0 $223K 0.00% NEW $24.60 +74.7%
317 MPLX MPLX LP Energy 4,442.0 $222K 0.00% NEW $49.95 +11.3%
318 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 2,211.0 $221K 0.00% NEW $99.81 -33.1%
319 HSY HERSHEY CO Consumer Defensive 1,157.0 $216K 0.00% NEW $187.05 +3.1%
320 VGSH VANGUARD SCOTTSDALE FDS 3,608.0 $212K 0.00% NEW $58.85 -1.0%
Page 16 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%