CIK 860828
CAPITAL ADVISORS INC/OK
Institutional 13F holdings & portfolio
Holdings
342
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 342
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEP | PEPSICO INC | 2.2M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 536K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 567K | $1M+ | SH |
| AMZN | AMAZON COM INC | 772K | $1M+ | SH |
| GOOG | ALPHABET INC | 553K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 2.3M | $1M+ | SH |
| IBDU | ISHARES TR | 4.8M | $1M+ | SH |
| ACWI | ISHARES TR | 770K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 640K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 775K | $1M+ | SH |
| MS | MORGAN STANLEY | 507K | $1M+ | SH |
| ABBV | ABBVIE INC | 391K | $1M+ | SH |
| SO | SOUTHERN CO | 1.0M | $1M+ | SH |
| IBDT | ISHARES TR | 3.3M | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 407K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 149K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 123K | $1M+ | SH |
| CSCO | CISCO SYS INC | 895K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 230K | $1M+ | SH |
| IBDX | ISHARES TR | 2.7M | $1M+ | SH |
| IBDV | ISHARES TR | 3.0M | $1M+ | SH |
| IBDW | ISHARES TR | 3.1M | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 1.1M | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.1M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 93K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 342K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 318K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 1.5M | $1M+ | SH |
| KO | COCA COLA CO | 884K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 639K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 173K | $1M+ | SH |
| BA | BOEING CO | 276K | $1M+ | SH |
| BN | BROOKFIELD CORP | 1.3M | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 1.7M | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 1.4M | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 2.4M | $1M+ | SH |
| GEV | GE VERNOVA INC | 87K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.0M | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 143K | $1M+ | SH |
| ENB | ENBRIDGE INC | 1.1M | $1M+ | SH |
| DHR | DANAHER CORPORATION | 231K | $1M+ | SH |
| CCJ | CAMECO CORP | 576K | $1M+ | SH |
| V | VISA INC | 144K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 988K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 142K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 1.1M | $1M+ | SH |
| VLTO | VERALTO CORP | 486K | $1M+ | SH |
| TSLA | TESLA INC | 104K | $1M+ | SH |
| EQT | EQT CORP | 867K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 322K | $1M+ | SH |