§ 13F · FUND PROFILE
CAPITAL ADVISORS INC/OK.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6.0B (13F)Positions · 363Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$56M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PEP | PEPSICO INC | 2.22M | $345M | 5.6% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 1.37M | $239M | 3.8% | +3% |
| 3 | AAPL | APPLE INC | 867K | $220M | 3.5% | +2% |
| 4 | MSFT | MICROSOFT CORP | 498K | $185M | 3.0% | −7% |
| 5 | JPM | JPMORGAN CHASE & CO | 567K | $167M | 2.7% | ±0% |
| 6 | AMZN | AMAZON COM INC | 770K | $160M | 2.6% | ±0% |
| 7 | GOOG | ALPHABET INC | 554K | $159M | 2.6% | ±0% |
| 8 | WMB | WILLIAMS COS INC | 2.01M | $146M | 2.4% | −11% |
| 9 | XOM | EXXON MOBIL CORP | 791K | $134M | 2.2% | +2% |
| 10 | CVX | CHEVRON CORPORATION | 646K | $134M | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPITAL SIGNAL
AC read
CAPITAL ADVISORS INC/OK is a Other fund managing $6.0 billion in assets. The fund runs a broad portfolio of 363 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed