CAPITAL ADVISORS INC/OK

Q4 2025 13F Holdings

  • Location
    tulsa, OK
  • Num holdings

    342

  • Value ($000)

    $6,210,247

  • Date Filed
    01/15/2026
  • Form type
    13F-HR
  • CIK
    0000860828
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PEP

PEPSICO INC

COM
713448108
$317.63M
5 %

2,213,110

M
MSFT

MICROSOFT CORP

COM
594918104
$259.41M
4 %

536,395

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$252.15M
4 %

1,441,022

A
AAPL

APPLE INC

COM
037833100
$231.5M
4 %

863,139

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$182.78M
3 %

567,263

A
AMZN

AMAZON COM INC

COM
023135106
$178.24M
3 %

772,208

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$173.5M
3 %

552,909

W
WMB

WILLIAMS COS INC

COM
969457100
$135.97M
2 %

2,262,098

I
IBDU

ISHARES TR

IBONDS DEC 29
46436E205
$112.31M
2 %

4,798,655

A
ACWI

ISHARES TR

MSCI ACWI ETF
464288257
$108.91M
2 %

769,701

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