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
DDS
Dillard'S, Inc.

Consumer Cyclical
2
+ 0.2%
$579.32 - $664.06 $1.16K - $1.33K
1.01K $639K
ITOT
Ishares Core S&P Total U.S. St

ETFs
100
+ 1.88%
$142.79 - $150.05 $14.3K - $15K
5.41K $792K
TM
Toyota Motor Corp

Consumer Cyclical
32
+ 2.5%
$185.22 - $211.24 $5.93K - $6.76K
1.31K $261K
KMB
Kimberly Clark Corp

Consumer Defensive
495
+ 29.43%
$100.05 - $123.23 $49.5K - $61K
2.18K $226K
BUR
Burford Capital LTD

Financial Services
7.95K
+ 50.97%
$8.59 - $11.94 $68.3K - $94.9K
23.6K $202K
MARA
Marathon Digital Holdings, Inc.

Financial Services
665
+ 1.6%
N/A
42.2K $952K
XLF
Financial Sector Spdr

ETFs
515
+ 5.93%
$51.76 - $53.77 $26.7K - $27.7K
9.2K $482K
HWM
Howmet Aerospace Inc.

Industrials
16
+ 1.2%
$184.09 - $209.74 $2.95K - $3.36K
1.35K $275K
LUV
Southwest Airlines CO

Industrials
103
+ 0.97%
$29.67 - $34.68 $3.06K - $3.57K
10.8K $353K
PICK
Ishares Inc Msci Global Select

ETFs
82
+ 1.57%
$44.3 - $47.09 $3.63K - $3.86K
5.32K $245K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8
+ 0.01%
$25.2 - $26.46 $202 - $212
81K $2.09M
MP
Mp Materials Corp.

Basic Materials
811
+ 17.58%
$51.95 - $98.65 $42.1K - $80K
5.42K $318K
QCOM
Qualcomm Inc

Technology
19
+ 0.18%
$153.59 - $187.68 $2.92K - $3.57K
10.7K $1.78M
ADBE
Adobe Inc.

Technology
70
+ 10.36%
$325.07 - $359.91 $22.8K - $25.2K
746 $242K
PB
Prosperity Bancshares Inc

Financial Services
8
+ 0.16%
$61.89 - $67.53 $495 - $540
5.04K $336K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.11%
$358.39 - $376.54 $358 - $377
889 $327K
SCHA
Schwab Strategic Tr Us Small C

ETFs
234
+ 2.69%
$27.17 - $28.65 $6.36K - $6.7K
8.95K $245K
Ge Vernova Inc
372
+ 0.43%
N/A
86.5K $0
Eon Resources Inc
10K
+ 50.0%
N/A
30K $0
Brookfield Corp
453K
+ 53.92%
N/A
1.29M $0
Lam Research Corp
8.4K
+ 27.98%
N/A
38.4K $0
Blackrock Inc
32
+ 5.75%
N/A
589 $0
Veralto Corp
105K
+ 27.47%
N/A
486K $0
CL
Colgate Palmolive CO

Consumer Defensive
129
+ 1.36%
$74.98 - $79.86 $9.67K - $10.3K
9.6K $756K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11
+ 0.25%
$78.65 - $79.19 $865 - $871
4.44K $349K
ALL
Allstate Corp

Financial Services
2
+ 0.11%
$190.0 - $214.3 $380 - $429
1.78K $380K
CSX
Csx Corp

Industrials
8
+ 0.07%
$34.88 - $36.67 $279 - $293
12.3K $427K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.03%
$185.12 - $192.11 $185 - $192
2.96K $555K
HSY
Hershey CO

Consumer Defensive
12
+ 1.04%
$162.31 - $195.56 $1.95K - $2.35K
1.17K $209K
NSC
Norfolk Southern Corp

Industrials
13
+ 0.98%
$279.53 - $300.15 $3.63K - $3.9K
1.34K $380K
CBSH
Commerce Bancshares Inc

Financial Services
180
+ 4.04%
$52.19 - $59.46 $9.39K - $10.7K
4.64K $248K
SHOP
Shopify Inc.

Technology
1
+ 0.01%
$146.04 - $179.01 $146 - $179
8.19K $1.2M
UNP
Union Pacific Corp

Industrials
5
+ 0.3%
$216.37 - $237.41 $1.08K - $1.19K
1.66K $366K
HOOD
Robinhood Markets, Inc.

Technology
129
+ 6.64%
$121.53 - $152.46 $15.7K - $19.7K
2.07K $253K
PLTR
Palantir Technologies Inc.

Technology
812
+ 4.05%
$172.14 - $207.18 $140K - $168K
20.9K $3.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.53K
+ 1.58%
$114.27 - $121.15 $404K - $428K
227K $26.5M
WPM
Wheaton Precious Metals Corp.

Basic Materials
101
+ 1.89%
$94.37 - $113.5 $9.53K - $11.5K
5.44K $566K
CMCSA
Comcast Corp

Communication Services
221
+ 1.89%
$26.98 - $31.09 $5.96K - $6.87K
11.9K $324K
NOC
Northrop Grumman Corp

Industrials
5
+ 0.5%
$558.0 - $637.95 $2.79K - $3.19K
1.01K $567K
SNPS
Synopsys Inc

Technology
4
+ 0.86%
$389.83 - $489.36 $1.56K - $1.96K
470 $183K
ARCC
Ares Capital Corp

Financial Services
13.1K
+ 0.84%
$18.9 - $20.61 $247K - $269K
1.57M $31.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
300
+ 3.98%
$29.81 - $42.36 $8.94K - $12.7K
7.83K $247K
COIN
Coinbase Global, Inc.

Technology
26
+ 2.49%
$283.14 - $387.27 $7.36K - $10.1K
1.07K $303K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8
+ 0.3%
$176.58 - $207.02 $1.41K - $1.66K
2.66K $480K
LMT
Lockheed Martin Corp

Industrials
3.36K
+ 5.52%
$452.1 - $514.24 $1.52M - $1.73M
64.2K $30.2M
COP
Conocophillips

Energy
85
+ 0.27%
$85.66 - $95.46 $7.28K - $8.11K
31.3K $2.77M
DD
Du Pont De Nemours, Inc.

Basic Materials
346
+ 5.81%
$34.69 - $82.16 $12K - $28.4K
6.3K $250K
EMR
Emerson Electric CO

Industrials
759
+ 0.87%
$126.01 - $140.03 $95.6K - $106K
88.4K $11.3M
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.15%
$250.9 - $292.94 $2.01K - $2.34K
5.32K $1.33M
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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