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
LOW
Lowes Companies Inc

Consumer Cyclical
2.31K
+ 114.34%
$225.0 - $247.99 $520K - $574K
4.34K $975K
ACN
Accenture PLC

Technology
4.99K
+ 3.53%
$234.02 - $253.35 $1.17M - $1.26M
147K $35.4M
SBUX
Starbucks Corp

Consumer Cyclical
4.34K
+ 132.59%
$78.46 - $87.26 $341K - $379K
7.62K $645K
COST
Costco Wholesale Corp

Consumer Defensive
437
+ 9.67%
$910.94 - $954.99 $398K - $417K
4.96K $4.52M
EPD
Enterprise Products Partners L.P.

Energy
6.3K
+ 4.74%
$30.19 - $32.26 $190K - $203K
139K $4.49M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.61K
+ 97.48%
$42.26 - $44.28 $279K - $293K
13.4K $585K
GE
General Electric CO

Industrials
962
+ 19.76%
$291.49 - $314.28 $280K - $302K
5.83K $1.75M
STX
Seagate Technology Holdings PLC

Technology
978
+ 82.6%
$211.63 - $293.99 $207K - $288K
2.16K $558K
GS
Goldman Sachs Group Inc

Financial Services
358
+ 74.27%
$744.6 - $838.97 $267K - $300K
840 $651K
HON
Honeywell International Inc

Industrials
23K
+ 7.8%
$194.07 - $220.67 $4.46M - $5.07M
318K $62.3M
VLO
Valero Energy Corp

Energy
663
+ 8.05%
$156.39 - $181.76 $104K - $121K
8.9K $1.62M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.6K
+ 14.87%
$26.44 - $27.53 $175K - $182K
51K $1.39M
MPLX
Mplx LP

Energy
3K
+ 67.54%
$47.8 - $53.21 $143K - $160K
7.44K $395K
ASTS
Ast Space Mobile, Inc.

Communication Services
1.36K
+ 20.67%
$56.94 - $99.21 $77.6K - $135K
7.95K $493K
MRK
Merck & Co., Inc.

Healthcare
844
+ 9.26%
$82.49 - $92.93 $69.6K - $78.4K
9.96K $924K
ET
Energy Transfer LP

Energy
9.44K
+ 14.18%
$16.29 - $17.01 $154K - $160K
76K $1.29M
SOFI
So Fi Technologies, Inc.

Financial Services
4.36K
+ 23.6%
$25.24 - $32.21 $110K - $140K
22.8K $634K
C
Citigroup Inc

Financial Services
1.64K
+ 35.75%
$93.93 - $102.87 $154K - $169K
6.22K $611K
AMGN
Amgen Inc

Healthcare
7
+ 0.33%
$290.13 - $341.71 $2.03K - $2.39K
2.13K $728K
GILD
Gilead Sciences, Inc.

Healthcare
739
+ 29.54%
$110.56 - $125.2 $81.7K - $92.5K
3.24K $402K
WMT
Walmart Inc.

Consumer Defensive
1.21K
+ 1.87%
$101.18 - $109.03 $122K - $132K
65.8K $6.77M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.5K
+ 18.21%
$68.28 - $84.44 $102K - $127K
9.74K $741K
KMI
Kinder Morgan, Inc.

Energy
4.22K
+ 34.5%
$25.84 - $28.46 $109K - $120K
16.4K $450K
VGT
Vanguard Information Technolog

ETFs
48
+ 0.76%
$736.33 - $801.52 $35.3K - $38.5K
6.35K $4.81M
WFC
Wells Fargo & Company

Financial Services
1.18K
+ 22.45%
$77.62 - $87.3 $91.5K - $103K
6.43K $536K
FANG
Diamondback Energy, Inc.

Energy
509
+ 29.68%
$137.29 - $149.2 $69.9K - $75.9K
2.22K $331K
NEE
Nextera Energy Inc

Utilities
33
+ 0.43%
$78.18 - $86.03 $2.58K - $2.84K
7.7K $660K
AM
Antero Midstream Corp

Energy
5.52K
+ 39.44%
$17.19 - $19.41 $94.9K - $107K
19.5K $354K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
84
+ 1.74%
$600.51 - $631.95 $50.4K - $53.1K
4.92K $3.04M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
296
+ 18.84%
$219.27 - $238.71 $64.9K - $70.7K
1.87K $420K
MCK
Mckesson Corp

Healthcare
4
+ 0.43%
$738.06 - $859.37 $2.95K - $3.44K
936 $788K
ASML
Asml Holding Nv

Technology
54
+ 21.86%
$936.19 - $1075.45 $50.6K - $58.1K
301 $307K
T
At&T Inc.

Communication Services
5.06K
+ 22.49%
$24.44 - $27.55 $124K - $139K
27.5K $701K
AGNC
Agnc Investment Corp.

Real Estate
4.85K
+ 19.0%
$9.88 - $10.34 $47.9K - $50.1K
30.4K $308K
BP
Bp PLC

Energy
291
+ 1.41%
$32.78 - $37.35 $9.54K - $10.9K
20.9K $762K
INTU
Intuit Inc

Technology
107
+ 25.54%
$641.79 - $683.39 $68.7K - $73.1K
526 $339K
CVS
Cvs Health Corp

Healthcare
105
+ 0.71%
$76.69 - $83.04 $8.05K - $8.72K
15K $1.17M
VUG
Vanguard Growth ETF

ETFs
91
+ 4.22%
$470.44 - $504.26 $42.8K - $45.9K
2.25K $1.09M
BMY
Bristol Myers Squibb CO

Healthcare
388
+ 2.17%
$42.6 - $49.08 $16.5K - $19K
18.3K $855K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1K
+ 15.72%
$44.68 - $47.47 $44.7K - $47.5K
7.36K $345K
FNDX
Schwab Fundamental U S Large C

ETFs
1.38K
+ 6.96%
$25.68 - $26.95 $35.3K - $37.1K
21.2K $562K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
259
+ 1.88%
$137.47 - $143.13 $35.6K - $37.1K
14K $1.97M
VV
Vanguard Large Cap ETF

ETFs
101
+ 6.61%
$301.9 - $317.98 $30.5K - $32.1K
1.63K $506K
NICE
Nice Ltd.

Technology
398
+ 24.3%
$123.99 - $139.19 $49.3K - $55.4K
2.04K $271K
FIX
Comfort Systems Usa Inc

Industrials
8
+ 2.64%
$790.72 - $1010.64 $6.33K - $8.09K
311 $282K
SCHG
Schwab Strategic Tr Us Large C

ETFs
487
+ 1.17%
$31.41 - $33.69 $15.3K - $16.4K
42.3K $1.36M
APH
Amphenol Corp

Technology
68
+ 3.4%
$121.7 - $143.85 $8.28K - $9.78K
2.07K $276K
IDXX
Idexx Laboratories Inc

Healthcare
5
+ 1.02%
$616.15 - $722.94 $3.08K - $3.61K
497 $342K
APO
Apollo Global Management, Inc.

Financial Services
271
+ 6.23%
$118.22 - $133.75 $32K - $36.2K
4.62K $603K
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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