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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 2 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 895,326.0 $69.0M 1.11% +24K +2.8% $77.03 +50.9%
22 IBM INTERNATIONAL BUSINESS MACHS Technology 229,525.0 $68.0M 1.09% $296.21 -26.7%
23 IBDX ISHARES TR 2,653,529.0 $67.7M 1.09% NEW $25.53 -2.3%
24 IBDV ISHARES TR 3,026,891.0 $66.8M 1.08% +83K +2.8% $22.07 -1.8%
25 IBDW ISHARES TR 3,089,595.0 $65.3M 1.05% +98K +3.3% $21.15 -2.2%
26 JEPQ J P MORGAN EXCHANGE TRADED F 1,121,601.0 $65.2M 1.05% +32K +2.9% $58.12 +2.7%
27 JEPI J P MORGAN EXCHANGE TRADED F 1,105,887.0 $63.3M 1.02% +32K +3.0% $57.24 -2.3%
28 SPY SPDR S&P 500 ETF TR Financial Services 92,744.0 $63.2M 1.02% -12K -11.5% $681.92 +7.9%
29 PANW PALO ALTO NETWORKS INC Technology 342,005.0 $63.0M 1.01% +31K +10.0% $184.20 +31.7%
30 HON HONEYWELL INTL INC Industrials 317,642.0 $62.0M 1.00% +23K +7.8% $195.09 +10.8%
31 VZ VERIZON COMMUNICATIONS INC Communication Services 1,520,916.0 $61.9M 1.00% +216K +16.5% $40.73 +17.8%
32 KO COCA COLA CO Consumer Defensive 884,134.0 $61.8M 0.99% +147K +19.9% $69.91 +17.3%
33 MDT MEDTRONIC PLC Healthcare 639,288.0 $61.4M 0.99% +49K +8.3% $96.06 -19.2%
34 SYK STRYKER CORPORATION Healthcare 172,517.0 $60.6M 0.98% +8K +5.0% $351.47 -10.5%
35 BA BOEING CO Industrials 275,800.0 $59.9M 0.96% +44K +19.2% $217.12 +0.3%
36 BN BROOKFIELD CORP Financial Services 1,294,410.0 $59.4M 0.96% +453K +53.9% $45.89 -3.7%
37 SPIB SPDR SERIES TRUST 1,746,039.0 $59.0M 0.95% $33.81 -1.8%
38 TOTL SSGA ACTIVE ETF TR 1,430,907.0 $57.6M 0.93% +37K +2.6% $40.25 -3.0%
39 SCHF SCHWAB STRATEGIC TR 2,360,248.0 $56.7M 0.91% +22K +0.9% $24.04 +11.1%
40 GEV GE VERNOVA INC Utilities 86,510.0 $56.5M 0.91% $653.57 +56.3%
Page 2 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%