Capital Advisors Inc Incresed Positions in Q4 2025

Capital Advisors Inc

  • $5.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
31.1K
+ 4.2%
$213.04 - $254.0 $6.63M - $7.9M
772K $181M
AMAT
Applied Materials Inc

Technology
31.9K
+ 7.86%
$209.95 - $240.89 $6.69M - $7.68M
437K $100M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
373K
+ 2143.58%
$34.7 - $37.35 $12.9M - $13.9M
390K $14.4M
KO
Coca Cola CO

Consumer Defensive
147K
+ 19.92%
$66.1 - $71.61 $9.71M - $10.5M
884K $62.5M
ROK
Rockwell Automation, Inc

Industrials
25.2K
+ 21.38%
$333.75 - $394.54 $8.41M - $9.94M
143K $53.9M
AAPL
Apple Inc.

Technology
2.14K
+ 0.25%
$245.27 - $275.25 $526K - $590K
863K $231M
CSCO
Cisco Systems, Inc.

Technology
24.4K
+ 2.8%
$67.46 - $78.0 $1.64M - $1.9M
895K $69.6M
DHR
Danaher Corp

Healthcare
13.8K
+ 6.35%
$202.46 - $223.01 $2.79M - $3.08M
231K $50.9M
PANW
Palo Alto Networks Inc

Technology
31K
+ 9.96%
$204.77 - $221.38 $6.34M - $6.86M
342K $70.2M
XOM
Exxon Mobil Corp

Energy
26.3K
+ 3.51%
$110.64 - $119.78 $2.91M - $3.15M
775K $91.2M
TSLA
Tesla, Inc.

Consumer Cyclical
20.9K
+ 24.97%
$401.99 - $468.37 $8.39M - $9.78M
104K $42.7M
MDT
Medtronic PLC

Healthcare
49.1K
+ 8.31%
$90.06 - $98.43 $4.42M - $4.83M
639K $61.6M
VZ
Verizon Communications Inc

Communication Services
216K
+ 16.52%
$38.4 - $43.83 $8.28M - $9.45M
1.52M $62.4M
ENB
Enbridge Inc

Energy
154K
+ 16.19%
$46.39 - $50.07 $7.15M - $7.72M
1.11M $52.8M
IBM
International Business Machines Corp

Technology
923
+ 0.4%
$275.97 - $314.98 $255K - $291K
230K $68.2M
PRU
Prudential Financial Inc

Financial Services
21.3K
+ 5.54%
$99.13 - $107.85 $2.11M - $2.3M
406K $43.5M
XLK
Technology Sector Spdr

ETFs
11.1K
+ 101.21%
$278.39 - $304.13 $3.08M - $3.37M
22K $6.35M
ABBV
Abb Vie Inc.

Healthcare
8.92K
+ 2.34%
$211.96 - $244.38 $1.89M - $2.18M
391K $91.4M
BA
Boeing CO

Industrials
44.5K
+ 19.22%
$191.81 - $225.32 $8.53M - $10M
276K $52.9M
NOW
Service Now, Inc.

Technology
3.59K
+ 876.77%
$835.79 - $946.29 $3M - $3.39M
4K $3.34M
SCCO
Southern Copper Corp

Basic Materials
454
+ 0.16%
$122.64 - $141.68 $55.7K - $64.3K
283K $37M
RIO
Rio Tinto PLC

Basic Materials
5.02K
+ 0.96%
$65.44 - $72.58 $329K - $364K
525K $37M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
131K
+ 2.82%
$23.35 - $23.55 $3.07M - $3.1M
4.8M $112M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
31.6K
+ 2.9%
$56.33 - $59.22 $1.78M - $1.87M
1.12M $64.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.5K
+ 0.92%
$23.02 - $24.23 $496K - $522K
2.36M $56.5M
PFE
Pfizer Inc

Healthcare
105K
+ 6.86%
$24.23 - $27.37 $2.55M - $2.88M
1.64M $41.1M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
91.5K
+ 2.85%
$25.38 - $25.57 $2.32M - $2.34M
3.3M $84M
LLY
Eli Lilly & CO

Healthcare
398
+ 6.83%
$799.57 - $1025.28 $318K - $408K
6.22K $6.36M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
97.9K
+ 3.27%
$21.09 - $21.35 $2.06M - $2.09M
3.09M $65.2M
TXN
Texas Instruments Inc

Technology
8.39K
+ 4.12%
N/A
212K $41.2M
XLE
Energy Sector Spdr

ETFs
16K
+ 121.26%
$85.22 - $92.02 $1.37M - $1.47M
29.2K $2.69M
IBDV
Ishares Tr

Technology
83K
+ 2.82%
$22.03 - $22.24 $1.83M - $1.85M
3.03M $66.7M
GOOGL
Alphabet Inc.

Communication Services
1.73K
+ 5.92%
$236.57 - $291.31 $410K - $505K
31K $8.57M
JEPI
J P Morgan Exchange Traded Fd

ETFs
32K
+ 2.98%
$56.0 - $57.6 $1.79M - $1.84M
1.11M $62.7M
SYK
Stryker Corp

Healthcare
8.23K
+ 5.01%
$353.81 - $388.35 $2.91M - $3.2M
173K $62.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.5K
+ 1.12%
$52.54 - $55.77 $606K - $644K
1.04M $57.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
36.9K
+ 2.65%
$40.28 - $40.85 $1.49M - $1.51M
1.43M $57.8M
MMM
3 M CO

Industrials
6.93K
+ 91.58%
$148.75 - $171.6 $1.03M - $1.19M
14.5K $2.4M
OKE
Oneok Inc

Energy
19.7K
+ 21.82%
$64.31 - $72.98 $1.27M - $1.44M
110K $7.75M
AMD
Advanced Micro Devices Inc

Technology
974
+ 8.96%
$164.01 - $264.33 $160K - $257K
11.8K $2.85M
IAU
Ishares Gold Trust

ETFs
8.42K
+ 9.33%
$72.65 - $82.5 $611K - $694K
98.6K $7.59M
IWM
Ishares Russell 2000 ETF

ETFs
4.07K
+ 260.41%
$236.79 - $250.33 $963K - $1.02M
5.63K $1.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 0.01%
$475.68 - $513.11 $7.61K - $8.21K
149K $75.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.07K
+ 32.53%
$656.2 - $690.71 $703K - $740K
4.37K $2.95M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.39K
+ 67.82%
$280.66 - $305.09 $670K - $728K
5.9K $1.66M
ABNB
Airbnb, Inc.

Consumer Cyclical
10.8K
+ 5.53%
$117.6 - $129.07 $1.27M - $1.39M
206K $24.2M
CAT
Caterpillar Inc

Industrials
467
+ 14.4%
$480.82 - $585.49 $225K - $273K
3.71K $2.05M
RTX
Raytheon Technologies Corp

Industrials
1.96K
+ 10.41%
$157.0 - $179.44 $308K - $352K
20.8K $3.65M
SO
Southern CO

Utilities
49.4K
+ 5.19%
$90.58 - $99.72 $4.47M - $4.93M
1M $90.6M
Activity Summary
Buys All Purchases 196 New Holdings 27 Increased Positions 169 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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