Capital Advisors Inc Portfolio Holdings
Capital Advisors Inc
- $4.88 Billion
- Q4 2024
Capital Advisors Inc has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.88 Billion distributed in 309 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pepsico Inc with a value of $268M, Microsoft Corp with a value of $217M, Apple Inc. with a value of $178M, Nvidia Corp with a value of $153M, and Amazon Com Inc with a value of $152M.
Examining the 13F form we can see an increase of $26.9M in the current position value, from $4.86B to 4.88B.
Below you can find more details about Capital Advisors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$4.88 Billion
Technology: $1.02 Billion
ETFs: $1 Billion
Energy: $454 Million
Consumer Defensive: $433 Million
Healthcare: $418 Million
Financial Services: $410 Million
Consumer Cyclical: $279 Million
Industrials: $255 Million
Other: $562 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 309
- Current Value $4.88 Billion
- Prior Value $4.86 Billion
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 33 stocks
- Additional Purchases 144 stocks
- Sold out of 0 stocks
- Reduced holdings in 86 stocks