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Portfolio (Quarterly) Guide ↗

CAPITAL ADVISORS INC/OK

· CIK 0000860828
13F Portfolio $6.2B AUM 350 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 27 New 144 Added 69 Reduced 27 Exited
Page 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 29,860.0 $5.8M 0.09% -2K -7.1% $194.91 -5.5%
22 JNJ JOHNSON & JOHNSON Healthcare 21,761.0 $4.5M 0.07% -229.0 -1.0% $206.95 +11.0%
23 IJH ISHARES TR 67,805.0 $4.5M 0.07% -4K -5.2% $66.00 +9.9%
24 ABT ABBOTT LABS Healthcare 31,635.0 $4.0M 0.06% -1K -3.2% $125.29 -29.8%
25 SCHX SCHWAB STRATEGIC TR 122,697.0 $3.3M 0.05% -788.0 -0.6% $26.91 +8.0%
26 UNH UNITEDHEALTH GROUP INC Healthcare 7,092.0 $2.3M 0.04% -2K -21.0% $330.10 +16.3%
27 SLV ISHARES SILVER TR Financial Services 36,010.0 $2.3M 0.04% -254.0 -0.7% $64.42 +6.6%
28 BAC BANK AMERICA CORP Financial Services 39,971.0 $2.2M 0.04% -722.0 -1.8% $55.00 -6.7%
29 MCD MCDONALDS CORP Consumer Cyclical 6,333.0 $1.9M 0.03% -221.0 -3.4% $305.63 -8.4%
30 CRWD CROWDSTRIKE HLDGS INC Technology 2,906.0 $1.4M 0.02% -237.0 -7.5% $468.74 +36.8%
31 SDY SPDR SERIES TRUST 9,307.0 $1.3M 0.02% -105.0 -1.1% $139.16 +6.4%
32 IBIT ISHARES BITCOIN TRUST ETF Financial Services 25,090.0 $1.2M 0.02% -3K -12.0% $49.65 -11.9%
33 DIS DISNEY WALT CO Communication Services 9,353.0 $1.1M 0.02% -118.0 -1.2% $113.77 -8.2%
34 PM PHILIP MORRIS INTL INC Consumer Defensive 6,584.0 $1.1M 0.02% -63.0 -0.9% $160.40 +16.8%
35 MO ALTRIA GROUP INC Consumer Defensive 18,076.0 $1.0M 0.02% -271.0 -1.5% $57.66 +28.1%
36 NVO NOVO-NORDISK A S Healthcare 20,311.0 $1.0M 0.02% -413.0 -2.0% $50.88 -12.0%
37 DVN DEVON ENERGY CORP NEW Energy 23,708.0 $868K 0.01% -1K -4.8% $36.63 +33.6%
38 MA MASTERCARD INCORPORATED Financial Services 1,467.0 $837K 0.01% -30.0 -2.0% $570.76 -13.5%
39 DUK DUKE ENERGY CORP NEW Utilities 6,821.0 $799K 0.01% -202.0 -2.9% $117.20 +6.2%
40 MPC MARATHON PETE CORP Energy 4,819.0 $784K 0.01% -298.0 -5.8% $162.64 +57.8%
Page 2 of 4  ·  69 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 12.4%
Energy 10.4%
Consumer Defensive 9.5%
Industrials 8.4%
Healthcare 8.2%
Consumer Cyclical 7.8%
Communication Services 6.4%
Utilities 4.0%
Basic Materials 3.6%