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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 17 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ENTERGY CORP NEW 2,263.0 $211K 0.00% NEW $93.18
322 XEL XCEL ENERGY INC Utilities 2,607.0 $210K 0.00% NEW $80.65 -3.2%
323 ZS ZSCALER INC Technology 699.0 $209K 0.00% NEW $299.66 -41.7%
324 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,682.0 $209K 0.00% NEW $124.34 -22.4%
325 IWD ISHARES TR 1,022.0 $208K 0.00% NEW $203.59 +13.8%
326 AMRIZE LTD 4,230.0 $205K 0.00% NEW $48.53
327 FNDA SCHWAB STRATEGIC TR 6,427.0 $200K 0.00% NEW $31.16 +11.1%
328 LZ LEGALZOOM COM INC Industrials 18,750.0 $195K 0.00% NEW $10.38 -36.6%
329 BUR BURFORD CAP LTD Financial Services 15,600.0 $187K 0.00% NEW $11.96 -64.3%
330 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 91,230.0 $155K 0.00% NEW $1.70 +151.8%
331 JD JD.COM INC Consumer Cyclical 20,000.0 $150K 0.00% NEW $7.49 +322.0%
332 RITM RITHM CAPITAL CORP Real Estate 10,125.0 $115K 0.00% NEW $11.39 -19.8%
333 GNSS GENASYS INC Technology 43,690.0 $107K 0.00% NEW $2.45 -22.4%
334 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 100,000.0 $69K 0.00% NEW $0.69 +1.0%
335 KYTX KYVERNA THERAPEUTICS INC Healthcare 10,000.0 $60K 0.00% NEW $6.00 +42.3%
336 TDOC TELADOC HEALTH INC Healthcare 80,000.0 $47K 0.00% NEW $0.59 +983.0%
337 DIREXION SHS ETF TR 300,000.0 $46K 0.00% NEW $0.15
338 SKYE BIOSCIENCE INC 10,000.0 $39K 0.00% NEW $3.93
339 OPK OPKO HEALTH INC Healthcare 370,000.0 $37K 0.00% NEW $0.10 +1041.1%
340 ETHA ISHARES ETHEREUM TR Financial Services 16,000.0 $20K NEW $1.28 +1146.3%
Page 17 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%