CAPITAL ADVISORS INC/OK
Q2 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
325
- Value ($000)
$5,571,620
- Date Filed07/22/2025
- Form type13F-HR
- CIK0000860828
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PEP PEPSICO INC | COM | 713448108 | $291.66M | 5 % | 2,208,894 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $261.16M | 5 % | 525,035 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $191.75M | 3 % | 1,213,694 | ||
AMZN AMAZON COM INC | COM | 023135106 | $161.76M | 3 % | 737,324 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $155.34M | 3 % | 535,819 | ||
AAPL APPLE INC | COM | 037833100 | $148.34M | 3 % | 723,018 | ||
WMB WILLIAMS COS INC | COM | 969457100 | $143.95M | 3 % | 2,291,868 | ||
ACWI ISHARES TR | MSCI ACWI ETF | 464288257 | $120.18M | 2 % | 934,498 | ||
IBDU ISHARES TR | IBONDS DEC 29 | 46436E205 | $104.16M | 2 % | 4,464,603 | ||
IBDS ISHARES TR | IBONDS 27 ETF | 46435UAA9 | $102.23M | 2 % | 4,212,231 |
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