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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AFL AFLAC INC Financial Services 2,203.0 $243K 0.00% -300.0 -12.0% $110.29 +6.7%
62 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,372.0 $216K 0.00% -36.0 -1.5% $91.23 +1.5%
63 IEFA ISHARES TR 2,411.0 $216K 0.00% -182.0 -7.0% $89.46 +8.0%
64 VO VANGUARD INDEX FDS 736.0 $214K 0.00% -27.0 -3.5% $290.11 -73.5%
65 INTC INTEL CORP Technology 5,746.0 $212K 0.00% -2K -21.0% $36.90 +215.2%
66 VGSH VANGUARD SCOTTSDALE FDS 3,523.0 $207K 0.00% -85.0 -2.4% $58.73 -0.9%
67 NET CLOUDFLARE INC Technology 1,048.0 $207K 0.00% -26.0 -2.4% $197.15 +4.7%
68 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 29,730.0 $86K 0.00% -62K -67.4% $2.89 +51.7%
69 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 49,600.0 $84.0 -50K -50.4% $0.00 +40495.2%
Page 4 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%