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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 17 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PRF INVESCO EXCHANGE TRADED FD T 4,580.0 $215K 0.00% NEW $46.92 +12.2%
322 VO VANGUARD INDEX FDS 736.0 $214K 0.00% -27.0 -3.5% $290.11 -73.4%
323 HSY HERSHEY CO Consumer Defensive 1,169.0 $213K 0.00% +12.0 +1.0% $181.98 +5.9%
324 INTC INTEL CORP Technology 5,746.0 $212K 0.00% -2K -21.0% $36.90 +200.3%
325 BUR BURFORD CAP LTD Financial Services 23,552.0 $210K 0.00% +8K +51.0% $8.92 -47.8%
326 ENTERGY CORP NEW 2,256.0 $209K 0.00% $92.44
327 VGSH VANGUARD SCOTTSDALE FDS 3,523.0 $207K 0.00% -85.0 -2.4% $58.73 -0.8%
328 NET CLOUDFLARE INC Technology 1,048.0 $207K 0.00% -26.0 -2.4% $197.15 +4.8%
329 NTES NETEASE INC Technology 1,500.0 $206K 0.00% $137.62 -16.8%
330 MUB ISHARES TR 1,870.0 $200K 0.00% NEW $107.11 -1.1%
331 ACHR ARCHER AVIATION INC Industrials 15,600.0 $117K 0.00% NEW $7.52 -23.1%
332 RITM RITHM CAPITAL CORP Real Estate 10,125.0 $110K 0.00% $10.90 -17.4%
333 ALLR ALLARITY THERAPEUTICS INC Healthcare 100,000.0 $108K 0.00% NEW $1.08 +38.0%
334 KYTX KYVERNA THERAPEUTICS INC Healthcare 10,000.0 $94K 0.00% $9.40 -7.4%
335 GNSS GENASYS INC Technology 43,690.0 $94K 0.00% $2.14 -11.4%
336 TLRY TILRAY BRANDS INC Healthcare 10,005.0 $90K 0.00% NEW $9.03 -42.3%
337 RR RICHTECH ROBOTICS INC Industrials 27,500.0 $89K 0.00% NEW $3.23 -26.5%
338 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 29,730.0 $86K 0.00% -62K -67.4% $2.89 +48.5%
339 OPK OPKO HEALTH INC Healthcare 370,000.0 $25K $0.07 +1583.5%
340 EON RESOURCES INC 30,000.0 $12K +10K +50.0% $0.38
Page 17 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%