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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 8 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SDY SPDR SERIES TRUST 9,412.0 $1.3M 0.02% NEW $140.05 +5.7%
142 SHOP SHOPIFY INC Technology 8,192.0 $1.2M 0.02% NEW $148.61 -29.9%
143 IBIT ISHARES BITCOIN TRUST ETF Financial Services 28,522.0 $1.2M 0.02% NEW $42.62 +2.7%
144 MO ALTRIA GROUP INC Consumer Defensive 18,347.0 $1.2M 0.02% NEW $66.06 +11.8%
145 SCHD SCHWAB STRATEGIC TR 44,388.0 $1.2M 0.02% NEW $27.30 +17.5%
146 IP INTERNATIONAL PAPER CO Consumer Cyclical 25,770.0 $1.2M 0.02% NEW $46.40 -34.0%
147 XLE SELECT SECTOR SPDR TR 13,216.0 $1.2M 0.02% NEW $89.34 -32.7%
148 MMM 3M CO Industrials 7,562.0 $1.2M 0.02% NEW $155.19 -3.8%
149 NVO NOVO-NORDISK A S Healthcare 20,724.0 $1.1M 0.02% NEW $55.49 -19.3%
150 IWF ISHARES TR 2,441.0 $1.1M 0.02% NEW $468.41 -73.5%
151 ET ENERGY TRANSFER L P Energy 66,545.0 $1.1M 0.02% NEW $17.16 +18.4%
152 CVS CVS HEALTH CORP Healthcare 14,876.0 $1.1M 0.02% NEW $75.39 +24.4%
153 DIS DISNEY WALT CO Communication Services 9,471.0 $1.1M 0.02% NEW $114.49 -8.8%
154 PM PHILIP MORRIS INTL INC Consumer Defensive 6,647.0 $1.1M 0.02% NEW $162.21 +15.5%
155 VUG VANGUARD INDEX FDS 2,157.0 $1.0M 0.02% NEW $479.61 -81.8%
156 VCR VANGUARD WORLD FD 2,595.0 $1.0M 0.02% NEW $396.18 -2.4%
157 MPC MARATHON PETE CORP Energy 5,117.0 $986K 0.02% NEW $192.74 +33.1%
158 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 3,518.0 $983K 0.02% NEW $279.32 +43.6%
159 AEP AMERICAN ELEC PWR CO INC Utilities 8,455.0 $951K 0.02% NEW $112.50 +14.8%
160 DVN DEVON ENERGY CORP NEW Energy 24,907.0 $873K 0.01% NEW $35.06 +39.6%
Page 8 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%