Capital Advisors Inc Portfolio Holdings
Capital Advisors Inc
- $5.96 Billion
- Q4 2025
Capital Advisors Inc has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $5.96 Billion distributed in 350 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pepsico Inc with a value of $327M, Microsoft Corp with a value of $272M, Nvidia Corp with a value of $269M, Apple Inc. with a value of $231M, and Amazon Com Inc with a value of $181M.
Examining the 13F form we can see an increase of $105M in the current position value, from $5.86B to 5.96B.
Below you can find more details about Capital Advisors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$5.96 Billion
Technology: $1.35 Billion
ETFs: $1.14 Billion
Financial Services: $512 Million
Energy: $511 Million
Consumer Defensive: $479 Million
Healthcare: $400 Million
Consumer Cyclical: $382 Million
Industrials: $354 Million
Other: $710 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 350
- Current Value $5.96 Billion
- Prior Value $5.86 Billion
- Filing
- Period Q4 2025
- Filing Date January 15, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 27 stocks
- Additional Purchases 169 stocks
- Sold out of 0 stocks
- Reduced holdings in 94 stocks