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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 4 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UL UNILEVER PLC Consumer Defensive 671,461.0 $39.8M 0.67% NEW $59.28 -3.3%
62 PFE PFIZER INC Healthcare 1,535,361.0 $39.1M 0.65% NEW $25.48 -0.6%
63 FCX FREEPORT-MCMORAN INC Basic Materials 990,822.0 $38.9M 0.65% NEW $39.22 +54.3%
64 PAYX PAYCHEX INC Industrials 296,723.0 $37.6M 0.63% NEW $126.76 -25.5%
65 TXN TEXAS INSTRS INC Technology 203,283.0 $37.3M 0.62% NEW $183.73 +63.6%
66 TSLA TESLA INC Consumer Cyclical 83,620.0 $37.2M 0.62% NEW $444.72 -7.8%
67 UBER UBER TECHNOLOGIES INC Technology 373,926.0 $36.6M 0.61% NEW $97.97 -23.4%
68 AVGO BROADCOM INC Technology 106,937.0 $35.3M 0.59% NEW $329.91 +24.6%
69 ACN ACCENTURE PLC IRELAND Technology 141,596.0 $34.9M 0.58% NEW $246.60 -28.3%
70 RIO RIO TINTO PLC Basic Materials 520,428.0 $34.4M 0.57% NEW $66.01 +56.5%
71 SCCO SOUTHERN COPPER CORP Basic Materials 282,432.0 $34.3M 0.57% NEW $121.36 +41.6%
72 ARCC ARES CAPITAL CORP Financial Services 1,555,309.0 $31.7M 0.53% NEW $20.41 -9.0%
73 VEA VANGUARD TAX-MANAGED FDS 507,769.0 $30.4M 0.51% NEW $59.92 +15.1%
74 LMT LOCKHEED MARTIN CORP Industrials 60,862.0 $30.4M 0.51% NEW $499.21 +5.8%
75 GIS GENERAL MLS INC Consumer Defensive 581,343.0 $29.3M 0.49% NEW $50.42 -33.7%
76 SPSB SPDR SERIES TRUST 940,810.0 $28.5M 0.48% NEW $30.29 -1.2%
77 BX BLACKSTONE INC Financial Services 165,056.0 $28.2M 0.47% NEW $170.85 -33.1%
78 ETN EATON CORP PLC Industrials 75,217.0 $28.2M 0.47% NEW $374.25 +2.0%
79 IJR ISHARES TR 223,431.0 $26.6M 0.44% NEW $118.83 +12.1%
80 WSO WATSCO INC Industrials 62,848.0 $25.4M 0.42% NEW $404.30 -3.1%
Page 4 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%