Back to CAPITAL ADVISORS INC/OK

CAPITAL ADVISORS INC/OK

Q2 2026 13F filing

Updated 49 days ago

394 disclosed positions worth $6.8B

Portfolio value
$6.8B
Total holdings
394
New positions
44
Closed positions
27
Increased
133
Decreased
150
Turnover
18.0%
Filed
2026-07-23

Full holdings

Every line item disclosed in Q2 2026

P
1.PEP

PEPSICO INC

-0.1%
Value
$300.9M
Shares
2.22M
% Port
4.43%
N

NVIDIA CORPORATION

+2873.4%
Value
$277.2M
Shares
1.39M
% Port
4.08%
A

APPLE INC

+7277.3%
Value
$251.9M
Shares
870.5K
% Port
3.71%
A

APPLIED MATLS INC

+6173.9%
Value
$226.8M
Shares
313.7K
% Port
3.34%
G

ALPHABET INC

+0.6%
Value
$196.7M
Shares
556.8K
% Port
2.89%
A

AMAZON COM INC

+4.0%
Value
$191.1M
Shares
801.7K
% Port
2.81%
J

JPMORGAN CHASE & CO

-0.3%
Value
$185M
Shares
565.1K
% Port
2.72%
M

MICROSOFT CORP

-0.7%
Value
$184.7M
Shares
495.1K
% Port
2.72%
F

WILLIAMS COS INC

-0.6%
Value
$148.6M
Shares
2.00M
% Port
2.19%
B
10.BLK

ISHARES TR

+0.7%
Value
$125.3M
Shares
798.3K
% Port
1.84%
?
11.N/A

ISHARES TR

+1.1%
Value
$119M
Shares
5.14M
% Port
1.75%
A
12.ABBV

ABBVIE INC

+11.2%
Value
$112.5M
Shares
447.1K
% Port
1.66%
S
13.SOMN

SOUTHERN CO

+9.6%
Value
$109M
Shares
1.14M
% Port
1.60%
M

MORGAN STANLEY

-1.6%
Value
$104.8M
Shares
501.3K
% Port
1.54%
C
15.CVX

CHEVRON CORPORATION

-3.3%
Value
$103.5M
Shares
624.5K
% Port
1.52%
I
16.IBM

INTERNATIONAL BUSINESS MACHS

+46.1%
Value
$102.2M
Shares
363.5K
% Port
1.50%
X
17.XOM

EXXON MOBIL CORP

-5.7%
Value
$102M
Shares
745.9K
% Port
1.50%
P
18.PANW

PALO ALTO NETWORKS INC

-15.8%
Value
$101.6M
Shares
297.9K
% Port
1.49%
G
19.GEV

GE VERNOVA INC

-1.5%
Value
$101.1M
Shares
86.0K
% Port
1.49%
S

SIMON PPTY GROUP INC NEW

-0.6%
Value
$92.3M
Shares
412.7K
% Port
1.36%
E
21.ETHA

ISHARES TR

+1.1%
Value
$90.2M
Shares
3.57M
% Port
1.33%
G

GOLDMAN SACHS ETF TR

Value
$88.1M
Shares
1.58M
% Port
1.30%
V
23.VZ

VERIZON COMMUNICATIONS INC

+0.8%
Value
$86.2M
Shares
2.04M
% Port
1.27%
J

J P MORGAN EXCHANGE TRADED F

-0.2%
Value
$85.6M
Shares
1.39M
% Port
1.26%
E

ENBRIDGE INC

+16.5%
Value
$80.6M
Shares
1.49M
% Port
1.19%
K
26.KO

COCA COLA CO

+0.2%
Value
$74.1M
Shares
911.6K
% Port
1.09%
R
27.ROK

ROCKWELL AUTOMATION INC

+1.4%
Value
$74.1M
Shares
149.6K
% Port
1.09%
?
28.N/A

ISHARES TR

+1.1%
Value
$71.1M
Shares
2.82M
% Port
1.05%
?
29.N/A

ISHARES TR

+1.2%
Value
$70.9M
Shares
3.25M
% Port
1.04%
T
30.TXN

TEXAS INSTRS INC

-1.6%
Value
$70.9M
Shares
237.8K
% Port
1.04%
?
31.N/A

ISHARES TR

+1.5%
Value
$70.2M
Shares
3.37M
% Port
1.03%
G
32.GLW

CORNING INC

-14.2%
Value
$69.8M
Shares
273.3K
% Port
1.03%
S
33.SPY

STATE STR SPDR S&P 500 ETF T

+39.4%
Value
$69.5M
Shares
93.1K
% Port
1.02%
S

SPDR SERIES TRUST

+13.9%
Value
$66.3M
Shares
1.98M
% Port
0.97%
S
35.SYK

STRYKER CORPORATION

+14.4%
Value
$64.6M
Shares
205.3K
% Port
0.95%
B

BOEING CO

+0.2%
Value
$62.4M
Shares
288.5K
% Port
0.92%
O
37.O

REALTY INCOME CORP

+19.8%
Value
$62M
Shares
1.00M
% Port
0.91%
V
38.VGES

VANGUARD INTL EQUITY INDEX F

+24.3%
Value
$61.1M
Shares
1.02M
% Port
0.90%
B

BERKSHIRE HATHAWAY INC DEL

+3.2%
Value
$58.2M
Shares
116.3K
% Port
0.86%
M
40.MDT

MEDTRONIC PLC

+16.8%
Value
$57.9M
Shares
739.7K
% Port
0.85%
C
41.CSCO

CISCO SYS INC

-46.9%
Value
$57.6M
Shares
490.0K
% Port
0.85%
S

SSGA ACTIVE ETF TR

-1.6%
Value
$54M
Shares
1.37M
% Port
0.80%
T
43.TSLA

TESLA INC

-2.6%
Value
$52.7M
Shares
125.4K
% Port
0.78%
C
44.CCJ

CAMECO CORP

-0.8%
Value
$52.6M
Shares
516.2K
% Port
0.77%
J
45.JBL

JABIL INC

Value
$52.3M
Shares
135.7K
% Port
0.77%
V
46.V

VISA INC

-0.5%
Value
$50.1M
Shares
145.9K
% Port
0.74%
S

SCHWAB STRATEGIC TR

+0.0%
Value
$49.8M
Shares
1.80M
% Port
0.73%
I
48.ISRG

INTUITIVE SURGICAL INC

+0.9%
Value
$49.4M
Shares
124.2K
% Port
0.73%
R

RIO TINTO PLC

-2.2%
Value
$49.2M
Shares
518.1K
% Port
0.72%
E
50.ECL

ECOLAB INC

+0.5%
Value
$49M
Shares
176.0K
% Port
0.72%