CAPITAL ADVISORS INC/OK
•CIK: 860828•Filing: Q4 2025
Capital Advisors Inc., based in Oklahoma, manages $6.2 billion in assets with a focus on large-cap growth stocks, prominently holding positions in PEP, MSFT, and NVDA. Recently, the fund has adjusted its portfolio by adding MMM and LRCX significantly, while cutting SMCI by 88% and exiting positions in FITBM and MIGA, reflecting a strategic shift towards tech and industrial sectors.
Total AUM
$6.2B
QoQ Performance
+3.8%
Positions
281
Top 10 Concentration
31.7%
Latest Filing
Q4 2025
Top Holdings Allocation
PEP
PEP5.1%
MSFT4.2%
NVDA4.1%
AAPL3.7%
JPM2.9%
AMZN2.9%
GOOG2.8%
WMB2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.2%
Technology19.6%
Financial8.0%
Consumer Staples6.2%
Consumer5.5%
Healthcare4.3%
Industrial2.6%
Real Estate1.8%
🚪 Exited Positionssold since Q3 2025
+146 more exited positions
Changes from Q3 2025
NEW9 new positions
↑115 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023