Notify me when Capital Advisors Inc/Ok files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 350 | $5.98B | +$403M | -$300M | +$102M | PEP, MSFT, NVDA, AAPL, JPM | 13F-HR | 10/21/2025, 03:51 PM |
| Q2 2025 | 330 | $5.57B | +$365M | -$167M | +$198M | PEP, MSFT, NVDA, AMZN, JPM | 13F-HR | 7/22/2025, 11:44 AM |
| Q1 2025 | 310 | $5.02B | +$355M | -$255M | +$99.8M | PEP, MSFT, AAPL, AMZN, WMB | 13F-HR | 4/29/2025, 05:04 PM |
| Q4 2024 | 308 | $5.02B | +$289M | -$168M | +$120M | PEP, MSFT, AAPL, NVDA, AMZN | 13F-HR | 1/29/2025, 03:09 PM |
| Q3 2024 | 295 | $4.99B | +$324M | -$390M | -$66M | PEP, MSFT, AAPL, NVDA, AMZN | 13F-HR | 10/28/2024, 12:20 PM |
| Q2 2024 | 310 | $4.84B | +$456M | -$232M | +$224M | PEP, MSFT, AAPL, NVDA, AMZN | 13F-HR | 7/31/2024, 10:20 AM |
| Q1 2024 | 306 | $4.66B | +$330M | -$474M | -$144M | PEP, MSFT, AMZN, AAPL, JPM | 13F-HR | 4/29/2024, 09:53 AM |
| Q4 2023 | 287 | $4.47B | +$621M | -$258M | +$363M | PEP, MSFT, SPY, AAPL, JPM | 13F-HR | 1/29/2024, 01:59 PM |
| Q3 2023 | 261 | $3.82B | +$322M | -$281M | +$41.2M | PEP, MSFT, AAPL, CVX, GOOG | 13F-HR | 10/24/2023, 01:59 PM |
| Q2 2023 | 271 | $3.93B | +$237M | -$172M | +$64.5M | PEP, MSFT, AAPL, AAON, JPM | 13F-HR | 7/18/2023, 02:27 PM |
| Q1 2023 | 254 | $3.72B | +$339M | -$252M | +$87.1M | PEP, MSFT, AAPL, AAON, VGSH | 13F-HR | 4/19/2023, 12:39 PM |
| Q4 2022 | 251 | $3.52B | +$227M | -$187M | +$40.1M | PEP, MSFT, CVX, AAON, AAPL | 13F-HR | 1/17/2023, 02:31 PM |
| Q3 2022 | 239 | $3.22B | +$236M | -$151M | +$85.7M | PEP, MSFT, VGSH, AAPL, CVX | 13F-HR | 10/17/2022, 11:18 AM |
| Q2 2022 | 243 | $3.34B | +$348M | -$213M | +$135M | PEP, VGSH, MSFT, IBDR, AAPL | 13F-HR | 7/15/2022, 12:40 PM |
| Q1 2022 | 252 | $3.65B | +$378M | -$359M | +$18.9M | PEP, MSFT, VGSH, AAPL, IBDR | 13F-HR | 5/5/2022, 12:44 PM |
| Q4 2021 | 247 | $3.73B | +$241M | -$144M | +$97.2M | PEP, MSFT, AAPL, IBDR, TOTL | 13F-HR | 1/27/2022, 10:45 AM |
| Q3 2021 | 233 | $3.36B | +$238M | -$181M | +$56.6M | PEP, MSFT, IBDR, TOTL, AAPL | 13F-HR | 10/25/2021, 03:52 PM |
| Q2 2021 | 238 | $3.34B | +$217M | -$108M | +$108M | PEP, MSFT, IBDR, AAPL, MBB | 13F-HR | 8/2/2021, 12:27 PM |
| Q1 2021 | 229 | $3.05B | +$393M | -$247M | +$146M | PEP, IBDR, MSFT, AAON, AAPL | 13F-HR | 5/25/2021, 05:01 PM |
| Q4 2020 | 210 | $2.8B | +$307M | -$187M | +$120M | PEP, MSFT, IBDR, AAPL, AAON | 13F-HR | 2/8/2021, 12:06 PM |
| Q3 2020 | 199 | $2.47B | +$114M | -$57.2M | +$56.7M | PEP, MSFT, IBDR, AAPL, AAON | 13F-HR | 11/2/2020, 11:02 AM |
| Q2 2020 | 190 | $2.22B | +$458M | -$336M | +$122M | PEP, MSFT, IBDR, AAON, IBDQ | 13F-HR | 9/2/2020, 12:26 PM |
| Q1 2020 | 166 | $1.84B | +$379M | -$469M | -$89.1M | PEP, VGSH, IBDR, MSFT, AAON | 13F-HR | 5/21/2020, 09:46 AM |
| Q4 2019 | 189 | $2.31B | +$453M | -$245M | +$208M | PEP, XOM, AAON, SCHB, IBDR | 13F-HR | 2/4/2020, 02:55 PM |
| Q3 2019 | 179 | $1.98B | $0 | $0 | PEP, AAON, XOM, SCHB, IBDR | 13F-HR | 11/18/2019, 03:03 PM | |
| Q2 2019 | 179 | $2.02B | +$1.09B | -$37.8M | +$1.05B | PEP, AAON, XOM, SCHB, IBDR | 13F-HR | 8/7/2019, 03:05 PM |
| Q1 2019 | 130 | $935M | +$242M | -$1.02B | -$778M | PEP, AAON, XOM, MSFT, BP | 13F-HR | 5/10/2019, 11:36 AM |
| Q4 2018 | 176 | $1.54B | +$286M | -$268M | +$17.2M | VGSH, AAON, XOM, TOTL, IBDQ | 13F-HR | 2/6/2019, 11:30 AM |
| Q3 2018 | 181 | $1.68B | +$119M | -$159M | -$40.6M | XOM, AAON, TOTL, SCHB, AGG | 13F-HR | 11/13/2018, 10:17 AM |
| Q2 2018 | 177 | $1.66B | +$190M | -$223M | -$33M | XOM, AAON, TOTL, SCHB, IBDQ | 13F-HR | 8/6/2018, 02:47 PM |
| Q1 2018 | 186 | $1.67B | +$190M | -$203M | -$13.3M | AAON, XOM, TOTL, IBDQ, SCHB | 13F-HR | 5/4/2018, 10:11 AM |
| Q4 2017 | 194 | $1.71B | +$172M | -$144M | +$27.7M | XOM, AAON, TOTL, IBDN, IBDQ | 13F-HR | 1/29/2018, 04:57 PM |
| Q3 2017 | 189 | $1.63B | +$94.5M | -$96.8M | -$2.34M | XOM, AAON, TOTL, IBDN, IBDQ | 13F-HR | 11/14/2017, 04:04 PM |
| Q2 2017 | 192 | $1.6B | +$163M | -$103M | +$60.3M | XOM, AAON, TOTL, IBDN, IBDQ | 13F-HR | 8/9/2017, 02:37 PM |
| Q1 2017 | 191 | $1.53B | +$253M | -$191M | +$61.8M | XOM, AAON, TOTL, IBDN, IBDQ | 13F-HR | 4/27/2017, 01:10 PM |
| Q4 2016 | 182 | $1.44B | +$794M | -$54.4M | +$739M | XOM, AAON, BSCI, TOTL, AGG | 13F-HR | 2/13/2017, 02:29 PM |
| Q3 2016 | 133 | $669M | +$55.2M | -$58.3M | -$3.14M | AAON, AAPL, BAM, C, AGN | 13F-HR | 11/2/2016, 01:42 PM |
| Q2 2016 | 137 | $646M | +$76.5M | -$64.1M | +$12.3M | AAON, AAPL, BAM, GE, SO | 13F-HR | 8/9/2016, 11:05 AM |
| Q1 2016 | 131 | $611M | +$85.4M | -$62.3M | +$23.1M | AAON, AAPL, BAM, CLR, PG | 13F-HR | 5/3/2016, 12:01 PM |
| Q4 2015 | 129 | $571M | +$64.8M | -$69.5M | -$4.62M | AAON, AAPL, BAM, PG, GE | 13F-HR | 2/19/2016, 09:35 AM |
| Q3 2015 | 126 | $555M | +$90.9M | -$54.9M | +$36M | AAON, AAPL, NLY, BAM, PG | 13F-HR | 11/4/2015, 11:18 AM |
| Q2 2015 | 126 | $582M | +$61.6M | -$266M | -$204M | AAON, COF, BAM, AAPL, NLY | 13F-HR | 8/10/2015, 05:21 PM |
| Q1 2015 | 129 | $812M | +$312M | -$44.4M | +$268M | XOM, AAON, BP, BAM, COF | 13F-HR | 5/11/2015, 11:23 AM |
| Q4 2014 | 124 | $540M | +$81.7M | -$55.6M | +$26.1M | AAON, BAM, NLY, COF, AAPL | 13F-HR | 2/11/2015, 04:08 PM |
| Q3 2014 | 123 | $489M | +$51.1M | -$60.6M | -$9.45M | AAON, BAM, COF, NLY, AAPL | 13F-HR | 10/27/2014, 01:53 PM |
| Q2 2014 | 126 | $470M | +$89.7M | -$39.2M | +$50.5M | COF, BAM, AAPL, NLY, T | 13F-HR | 8/6/2014, 04:08 PM |
| Q1 2014 | 114 | $456M | +$61.9M | -$56.3M | +$5.67M | AAON, AAPL, COF, BAM, NLY | 13F-HR | 5/12/2014, 01:26 PM |
| Q4 2013 | 119 | $454M | $0 | $0 | AAON, AAPL, COF, BAM, GOOGL | 13F-HR | 2/7/2014, 02:08 PM |