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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 9 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NVO NOVO-NORDISK A S Healthcare 20,311.0 $1.0M 0.02% -413.0 -2.0% $50.88 -12.8%
162 VCR VANGUARD WORLD FD 2,595.0 $1.0M 0.02% $393.95 -0.3%
163 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,279.0 $986K 0.02% +388.0 +2.2% $53.94 +10.4%
164 AEP AMERICAN ELEC PWR CO INC Utilities 8,455.0 $975K 0.02% $115.31 +12.4%
165 PPLT ABRDN PLATINUM ETF TRUST Financial Services 4,800.0 $895K 0.01% $186.43 -90.4%
166 YUMC YUM CHINA HLDGS INC Consumer Cyclical 18,628.0 $889K 0.01% $47.74 -4.6%
167 IVE ISHARES TR 4,150.0 $880K 0.01% $212.07 +6.6%
168 DVN DEVON ENERGY CORP NEW Energy 23,708.0 $868K 0.01% -1K -4.8% $36.63 +28.6%
169 MA MASTERCARD INCORPORATED Financial Services 1,467.0 $837K 0.01% -30.0 -2.0% $570.76 -12.5%
170 GDX VANECK ETF TRUST 9,735.0 $835K 0.01% +2K +18.2% $85.77 +0.3%
171 ITOT ISHARES TR 5,413.0 $805K 0.01% +100.0 +1.9% $148.69 +9.0%
172 DUK DUKE ENERGY CORP NEW Utilities 6,821.0 $799K 0.01% -202.0 -2.9% $117.20 +6.4%
173 MPC MARATHON PETE CORP Energy 4,819.0 $784K 0.01% -298.0 -5.8% $162.64 +52.7%
174 MCK MCKESSON CORP Healthcare 936.0 $768K 0.01% $820.24 -6.6%
175 VTV VANGUARD INDEX FDS 3,998.0 $764K 0.01% -47.0 -1.2% $190.97 +9.4%
176 CL COLGATE PALMOLIVE CO Consumer Defensive 9,595.0 $758K 0.01% +129.0 +1.4% $79.02 +14.5%
177 GS GOLDMAN SACHS GROUP INC Financial Services 840.0 $738K 0.01% +358.0 +74.3% $879.04 +12.4%
178 C CITIGROUP INC Financial Services 6,223.0 $726K 0.01% +2K +35.8% $116.69 +7.3%
179 BP BP PLC Energy 20,878.0 $725K 0.01% +291.0 +1.4% $34.73 +29.2%
180 SPLV INVESCO EXCH TRADED FD TR II 10,122.0 $723K 0.01% $71.42 +3.2%
Page 9 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%