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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 5 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BX BLACKSTONE INC Financial Services 168,427.0 $26.0M 0.42% +3K +2.0% $154.14 -23.1%
82 ETN EATON CORP PLC Industrials 76,042.0 $24.2M 0.39% +825.0 +1.1% $318.51 +19.8%
83 WSO WATSCO INC Industrials 66,377.0 $22.4M 0.36% +4K +5.6% $336.95 +14.7%
84 SPEM SPDR INDEX SHS FDS 410,851.0 $19.2M 0.31% -6K -1.5% $46.81 +9.1%
85 META META PLATFORMS INC Communication Services 24,341.0 $16.1M 0.26% $660.08 -8.0%
86 OWL BLUE OWL CAPITAL INC Financial Services 1,043,735.0 $15.6M 0.25% $14.94 -31.7%
87 IONQ IONQ INC Technology 341,588.0 $15.3M 0.25% +2K +0.6% $44.87 +31.2%
88 IVLU ISHARES TR 390,271.0 $14.8M 0.24% +373K +2143.6% $38.05 +12.2%
89 VIOV VANGUARD ADMIRAL FDS INC 146,347.0 $14.3M 0.23% NEW $97.76 +12.7%
90 VB VANGUARD INDEX FDS 50,875.0 $13.1M 0.21% -282.0 -0.6% $257.95 +11.0%
91 EMR EMERSON ELEC CO Industrials 88,417.0 $11.7M 0.19% +759.0 +0.9% $132.72 +1.6%
92 RWR SPDR SERIES TRUST 117,096.0 $11.5M 0.18% -1K -1.0% $98.23 +13.0%
93 GOOGL ALPHABET INC Communication Services 30,996.0 $9.7M 0.16% +2K +5.9% $313.00 +23.9%
94 QQQ INVESCO QQQ TR Financial Services 15,219.0 $9.3M 0.15% -10K -39.0% $614.31 +16.3%
95 IVW ISHARES TR 66,898.0 $8.2M 0.13% -4K -6.0% $123.26 +10.8%
96 OKE ONEOK INC NEW Energy 109,917.0 $8.1M 0.13% +20K +21.8% $73.50 +26.0%
97 IAU ISHARES GOLD TR Financial Services 98,613.0 $8.0M 0.13% +8K +9.3% $81.17 +5.2%
98 WMT WALMART INC Consumer Defensive 65,761.0 $7.3M 0.12% +1K +1.9% $111.41 +17.4%
99 NFLX NETFLIX INC Communication Services 72,769.0 $6.8M 0.11% +66K +937.5% $93.76 -4.8%
100 LLY ELI LILLY & CO Healthcare 6,223.0 $6.7M 0.11% +398.0 +6.8% $1074.76 -3.1%
Page 5 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%