Capital Advisors Inc has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.61 Billion distributed in 312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pepsico Inc with a value of $306M, Microsoft Corp with a value of $206M, Amazon Com Inc with a value of $115M, Apple Inc. with a value of $114M, and Jpmorgan Chase & CO with a value of $110M.

Examining the 13F form we can see an increase of $188M in the current position value, from $4.42B to 4.61B.

Below you can find more details about Capital Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $4.61 Billion
ETFs: $975 Million
Technology: $844 Million
Energy: $503 Million
Consumer Defensive: $465 Million
Healthcare: $428 Million
Financial Services: $399 Million
Industrials: $273 Million
Communication Services: $228 Million
Other: $494 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 312
  • Current Value $4.61 Billion
  • Prior Value $4.42 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 29, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 38 stocks
  • Additional Purchases 133 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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