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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 16 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RSPG INVESCO EXCHANGE TRADED FD T 3,060.0 $244K 0.00% NEW $79.58 +36.4%
302 AFL AFLAC INC Financial Services 2,203.0 $243K 0.00% -300.0 -12.0% $110.29 +6.3%
303 CBSH COMMERCE BANCSHARES INC Financial Services 4,639.0 $243K 0.00% +180.0 +4.0% $52.34 -0.1%
304 COIN COINBASE GLOBAL INC Financial Services 1,070.0 $242K 0.00% +26.0 +2.5% $226.14 -14.5%
305 XLI SELECT SECTOR SPDR TR 1,550.0 $240K 0.00% $155.14 +10.1%
306 FLEX FLEX LTD Technology 3,921.0 $237K 0.00% $60.42 +109.0%
307 CTVA CORTEVA INC Basic Materials 3,529.0 $237K 0.00% $67.03 +17.9%
308 HOOD ROBINHOOD MKTS INC Financial Services 2,073.0 $234K 0.00% +129.0 +6.6% $113.10 -34.4%
309 WY WEYERHAEUSER CO MTN BE Real Estate 9,850.0 $233K 0.00% NEW $23.69 -3.4%
310 OGS ONE GAS INC Utilities 2,998.0 $232K 0.00% $77.25 +7.6%
311 NICE NICE LTD Technology 2,036.0 $230K 0.00% +398.0 +24.3% $113.04 -16.2%
312 AMRIZE LTD 4,230.0 $229K 0.00% $54.08
313 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 4,413.0 $223K 0.00% $50.48 +19.5%
314 WES WESTERN MIDSTREAM PARTNERS L Energy 5,600.0 $221K 0.00% NEW $39.50 +19.8%
315 SNPS SYNOPSYS INC Technology 470.0 $221K 0.00% +4.0 +0.9% $469.72 +5.1%
316 ETHW BITWISE ETHEREUM ETF Financial Services 10,375.0 $221K 0.00% $21.27 -28.2%
317 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,177.0 $220K 0.00% +495.0 +29.4% $100.89 -4.4%
318 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,372.0 $216K 0.00% -36.0 -1.5% $91.23 +0.8%
319 IEFA ISHARES TR 2,411.0 $216K 0.00% -182.0 -7.0% $89.46 +8.3%
320 IWD ISHARES TR 1,022.0 $215K 0.00% $210.34 +11.2%
Page 16 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%