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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 10 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DFAC DIMENSIONAL ETF TRUST 17,909.0 $709K 0.01% $39.59 +9.5%
182 HBAN HUNTINGTON BANCSHARES INC Financial Services 40,828.0 $708K 0.01% NEW $17.35 -8.6%
183 AMGN AMGEN INC Healthcare 2,131.0 $698K 0.01% $327.33 +3.1%
184 IMTM ISHARES TR 14,359.0 $689K 0.01% $47.97 +10.0%
185 SPGI S&P GLOBAL INC Financial Services 1,316.0 $688K 0.01% NEW $522.46 -20.2%
186 T AT&T INC Communication Services 27,528.0 $684K 0.01% +5K +22.5% $24.84 +0.4%
187 CWB SPDR SERIES TRUST 7,645.0 $682K 0.01% $89.20 +18.1%
188 CYBERARK SOFTWARE LTD 1,528.0 $682K 0.01% $446.06
189 IP INTERNATIONAL PAPER CO Consumer Cyclical 17,280.0 $681K 0.01% -8K -33.0% $39.39 -20.0%
190 APOS APOLLO GLOBAL MGMT INC Financial Services 4,618.0 $669K 0.01% +271.0 +6.2% $144.76 -81.9%
191 MSI MOTOROLA SOLUTIONS INC Technology 1,743.0 $668K 0.01% -13.0 -0.7% $383.29 +4.4%
192 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,141.0 $661K 0.01% NEW $579.54 -22.0%
193 SBUX STARBUCKS CORP Consumer Cyclical 7,615.0 $641K 0.01% +4K +132.6% $84.21 +26.5%
194 EEM ISHARES TR 11,720.0 $641K 0.01% NEW $54.71 +20.7%
195 WPM WHEATON PRECIOUS METALS CORP Basic Materials 5,437.0 $639K 0.01% +101.0 +1.9% $117.52 +8.2%
196 L LOEWS CORP Financial Services 6,000.0 $632K 0.01% $105.31 +3.7%
197 BLK BLACKROCK INC Financial Services 589.0 $631K 0.01% +32.0 +5.8% $1071.10 -0.7%
198 AXP AMERICAN EXPRESS CO Financial Services 1,693.0 $626K 0.01% -79.0 -4.5% $369.91 -16.3%
199 NEE NEXTERA ENERGY INC Utilities 7,701.0 $618K 0.01% $80.28 +11.7%
200 CRM SALESFORCE INC Technology 2,328.0 $617K 0.01% NEW $264.94 -33.5%
Page 10 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 12.4%
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%