§ 13F · FUND PROFILE
CAPITAL ADVISORS INC/OK.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5571.6T (13F)Positions · 339Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$158.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PEP | PEPSICO INC | 2.21M | $317.6T | 5.1% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 536K | $259.4T | 4.2% | +1% |
| 3 | NVDA | NVIDIA CORPORATION | 1.34M | $250.8T | 4.0% | — |
| 4 | AAPL | APPLE INC | 851K | $231.4T | 3.7% | ±0% |
| 5 | JPM | JPMORGAN CHASE & CO. | 567K | $182.8T | 2.9% | +1% |
| 6 | AMZN | AMAZON COM INC | 772K | $178.2T | 2.9% | +4% |
| 7 | GOOG | ALPHABET INC | 553K | $173.5T | 2.8% | −1% |
| 8 | WMB | WILLIAMS COS INC | 2.26M | $136.0T | 2.2% | −1% |
| 9 | IBDU | ISHARES TR | 4.80M | $112.3T | 1.8% | +3% |
| 10 | ACWI | ISHARES TR | 770K | $108.9T | 1.8% | −20% |
§ 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 $5571619.8 trillion in assets. The fund runs a broad portfolio of 339 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed