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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 7 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FITB FIFTH THIRD BANCORP Financial Services 46,851.0 $2.1M 0.04% NEW $44.55 +7.6%
122 SCHB SCHWAB STRATEGIC TR 80,954.0 $2.1M 0.04% NEW $25.71 +9.6%
123 PSX PHILLIPS 66 Energy 14,706.0 $2.0M 0.03% NEW $136.02 +32.2%
124 MCD MCDONALDS CORP Consumer Cyclical 6,554.0 $2.0M 0.03% NEW $303.87 -7.0%
125 VIG VANGUARD SPECIALIZED FUNDS 9,052.0 $2.0M 0.03% NEW $215.80 +6.3%
126 VYM VANGUARD WHITEHALL FDS 13,743.0 $1.9M 0.03% NEW $140.95 +10.6%
127 GLD SPDR GOLD TR Financial Services 5,071.0 $1.8M 0.03% NEW $355.47 +17.7%
128 QCOM QUALCOMM INC Technology 10,639.0 $1.8M 0.03% NEW $166.36 +22.4%
129 AMD ADVANCED MICRO DEVICES INC Technology 10,873.0 $1.8M 0.03% NEW $161.79 +155.9%
130 APP APPLOVIN CORP Technology 2,292.0 $1.6M 0.03% NEW $718.51 -33.6%
131 NXPI NXP SEMICONDUCTORS N V Technology 6,989.0 $1.6M 0.03% NEW $227.73 +28.1%
132 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,310.0 $1.6M 0.03% NEW $293.52 -24.9%
133 CAT CATERPILLAR INC Industrials 3,244.0 $1.5M 0.03% NEW $477.21 +80.2%
134 CRWD CROWDSTRIKE HLDGS INC Technology 3,143.0 $1.5M 0.03% NEW $490.45 +26.2%
135 SLV ISHARES SILVER TR Financial Services 36,264.0 $1.5M 0.03% NEW $42.37 +57.9%
136 GE GE AEROSPACE Industrials 4,868.0 $1.5M 0.02% NEW $300.85 -4.9%
137 GD GENERAL DYNAMICS CORP Industrials 4,148.0 $1.4M 0.02% NEW $340.97 +0.6%
138 VLO VALERO ENERGY CORP Energy 8,238.0 $1.4M 0.02% NEW $170.25 +51.8%
139 VIS VANGUARD WORLD FD 4,692.0 $1.4M 0.02% NEW $296.29 +10.9%
140 SCHG SCHWAB STRATEGIC TR 41,773.0 $1.3M 0.02% NEW $31.91 +6.2%
Page 7 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%