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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 13 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MARA MARA HOLDINGS INC Financial Services 42,218.0 $379K 0.01% +665.0 +1.6% $8.98 +49.1%
242 ALL ALLSTATE CORP Financial Services 1,777.0 $370K 0.01% $208.16 +4.5%
243 CMCSA COMCAST CORP NEW Communication Services 11,929.0 $357K 0.01% +221.0 +1.9% $29.89 -17.2%
244 BSV VANGUARD BD INDEX FDS 4,437.0 $350K 0.01% $78.80 -1.3%
245 ANET ARISTA NETWORKS INC Technology 2,662.0 $349K 0.01% -257.0 -8.8% $131.03 +11.5%
246 PB PROSPERITY BANCSHARES INC Financial Services 5,041.0 $348K 0.01% $69.11 -1.1%
247 INTU INTUIT Technology 526.0 $348K 0.01% +107.0 +25.5% $661.85 -53.0%
248 UPS UNITED PARCEL SERVICE INC Industrials 3,507.0 $348K 0.01% -504.0 -12.6% $99.20 -1.9%
249 AM ANTERO MIDSTREAM CORP Energy 19,521.0 $347K 0.01% +6K +39.4% $17.79 +24.0%
250 AMLP ALPS ETF TR 7,363.0 $346K 0.01% +1K +15.7% $47.02 +16.0%
251 IEV ISHARES TR 5,000.0 $343K 0.01% NEW $68.60 +4.8%
252 DVY ISHARES TR 2,423.0 $342K 0.01% -205.0 -7.8% $141.15 +7.8%
253 COF CAPITAL ONE FINL CORP Financial Services 1,404.0 $340K 0.01% -38.0 -2.6% $242.35 -23.5%
254 IDXX IDEXX LABS INC Healthcare 497.0 $336K 0.01% +5.0 +1.0% $676.53 -19.8%
255 FANG DIAMONDBACK ENERGY INC Energy 2,224.0 $334K 0.01% +509.0 +29.7% $150.33 +37.2%
256 BANF BANCFIRST CORP Financial Services 3,146.0 $334K 0.01% $106.02 +4.1%
257 IWB ISHARES TR 889.0 $332K 0.01% $373.24 +7.7%
258 AGNC AGNC INVT CORP Real Estate 30,356.0 $325K 0.01% +5K +19.0% $10.72 -5.6%
259 ARCB ARCBEST CORP Industrials 4,375.0 $325K 0.01% $74.20 +63.3%
260 CAH CARDINAL HEALTH INC Healthcare 1,578.0 $324K 0.01% $205.50 -3.5%
Page 13 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%