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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 12 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EW EDWARDS LIFESCIENCES CORP Healthcare 5,385.0 $459K 0.01% $85.25 -2.4%
222 FTV FORTIVE CORP Technology 8,225.0 $454K 0.01% $55.21 +6.9%
223 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 55,837.0 $453K 0.01% NEW $8.11 -4.2%
224 KMI KINDER MORGAN INC DEL Energy 16,445.0 $452K 0.01% +4K +34.5% $27.49 +21.9%
225 LUV SOUTHWEST AIRLS CO Industrials 10,766.0 $445K 0.01% +103.0 +1.0% $41.33 -1.3%
226 CSX CSX CORP Industrials 12,251.0 $444K 0.01% $36.25 +26.6%
227 RSPT INVESCO EXCHANGE TRADED FD T 9,697.0 $441K 0.01% $45.51 +30.4%
228 FTEC FIDELITY COVINGTON TRUST 1,867.0 $420K 0.01% +296.0 +18.8% $224.73 +21.7%
229 SRE SEMPRA Utilities 4,700.0 $415K 0.01% $88.29 +3.6%
230 IDEV ISHARES TR 5,000.0 $412K 0.01% $82.48 +8.9%
231 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 683.0 $412K 0.01% $603.28 +10.3%
232 BKR BAKER HUGHES COMPANY Energy 8,887.0 $405K 0.01% $45.54 +44.5%
233 IWP ISHARES TR 2,929.0 $401K 0.01% -210.0 -6.7% $136.94 +0.6%
234 GILD GILEAD SCIENCES INC Healthcare 3,241.0 $398K 0.01% +739.0 +29.5% $122.74 +6.3%
235 MPLX MPLX LP Energy 7,442.0 $397K 0.01% +3K +67.5% $53.37 +4.2%
236 NSC NORFOLK SOUTHN CORP Industrials 1,339.0 $387K 0.01% +13.0 +1.0% $288.72 +7.9%
237 SHW SHERWIN WILLIAMS CO Basic Materials 1,189.0 $385K 0.01% -38.0 -3.1% $324.05 -5.0%
238 UNP UNION PAC CORP Industrials 1,659.0 $384K 0.01% $231.25 +14.9%
239 WEC WEC ENERGY GROUP INC Utilities 3,628.0 $383K 0.01% $105.46 +4.9%
240 XLP SELECT SECTOR SPDR TR 4,884.0 $379K 0.01% $77.68 +9.0%
Page 12 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%