Capital Advisors Inc Incresed Positions in Q2 2025

Capital Advisors Inc

  • $5.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
13
+ 1.49%
$652.83 - $732.78 $8.49K - $9.53K
885 $648K
C
Citigroup Inc

Financial Services
43
+ 1.05%
$58.13 - $85.12 $2.5K - $3.66K
4.13K $351K
IDXX
Idexx Laboratories Inc

Healthcare
5
+ 1.03%
$361.04 - $536.34 $1.81K - $2.68K
490 $262K
ASML
Asml Holding Nv

Technology
14
+ 4.29%
$595.37 - $815.24 $8.34K - $11.4K
340 $272K
IWB
Ishares Tr Russell 1000 ETF

ETFs
60
+ 6.32%
$272.36 - $339.57 $16.3K - $20.4K
1.01K $342K
CAH
Cardinal Health Inc

Healthcare
28
+ 1.86%
$125.0 - $168.0 $3.5K - $4.7K
1.53K $257K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
41
+ 0.58%
$45.98 - $56.15 $1.89K - $2.3K
7.09K $398K
MA
Mastercard Inc

Financial Services
45
+ 3.19%
$479.92 - $590.74 $21.6K - $26.6K
1.46K $817K
BANF
Bancfirst Corp

Financial Services
10
+ 0.32%
$100.43 - $129.96 $1K - $1.3K
3.15K $388K
HCA
Hca Healthcare, Inc.

Healthcare
8
+ 0.76%
$317.61 - $387.52 $2.54K - $3.1K
1.05K $403K
SBUX
Starbucks Corp

Consumer Cyclical
550
+ 20.04%
$79.69 - $99.41 $43.8K - $54.7K
3.29K $301K
CVS
Cvs Health Corp

Healthcare
112
+ 0.75%
$60.04 - $70.18 $6.72K - $7.86K
15K $1.03M
APO
Apollo Global Management, Inc.

Financial Services
13
+ 0.3%
$108.68 - $145.07 $1.41K - $1.89K
4.36K $618K
ADP
Automatic Data Processing Inc

Industrials
23
+ 0.43%
$276.76 - $326.81 $6.37K - $7.52K
5.33K $1.64M
GILD
Gilead Sciences, Inc.

Healthcare
179
+ 8.61%
$96.91 - $113.0 $17.3K - $20.2K
2.26K $250K
MPLX
Mplx LP

Energy
507
+ 12.88%
$46.68 - $53.89 $23.7K - $27.3K
4.44K $228K
EPD
Enterprise Products Partners L.P.

Energy
13.7K
+ 10.31%
$28.95 - $34.22 $397K - $470K
147K $4.55M
MSCI
Msci Inc.

Financial Services
5
+ 1.11%
$506.56 - $576.74 $2.53K - $2.88K
456 $262K
ADBE
Adobe Inc.

Technology
9
+ 1.33%
$340.0 - $420.68 $3.06K - $3.79K
686 $265K
TM
Toyota Motor Corp

Consumer Cyclical
34
+ 2.75%
$158.63 - $195.39 $5.39K - $6.64K
1.27K $218K
Lam Research Corp
207
+ 0.69%
N/A
30.1K $0
AR
Antero Resources Corp

Energy
21
+ 0.42%
$31.92 - $43.78 $670 - $919
5.02K $202K
Veralto Corp
11.8K
+ 3.41%
N/A
358K $0
Ishares Bitcoin Trust ETF
15.9K
+ 176.51%
N/A
24.9K $0
Ge Vernova Inc
968
+ 0.8%
N/A
122K $0
Brookfield Corp
24K
+ 3.04%
N/A
812K $0
JKHY
Henry Jack & Associates Inc

Technology
8
+ 0.5%
$163.54 - $186.02 $1.31K - $1.49K
1.6K $288K
DVY
Ishares Tr

ETFs
5
+ 0.19%
$118.37 - $134.86 $592 - $674
2.64K $350K
AFL
Aflac Inc

Financial Services
93
+ 3.72%
$99.77 - $112.45 $9.28K - $10.5K
2.6K $273K
NVO
Novo Nordisk A S

Healthcare
58
+ 0.26%
$58.08 - $81.05 $3.37K - $4.7K
22.5K $1.55M
CHKP
Check Point Software Technologies LTD

Technology
4
+ 0.29%
$204.26 - $233.47 $817 - $934
1.36K $301K
ALL
Allstate Corp

Financial Services
3
+ 0.17%
$180.53 - $212.64 $542 - $638
1.76K $354K
NEE
Nextera Energy Inc

Utilities
1
+ 0.01%
$64.11 - $75.0 $64.1 - $75
7.68K $533K
CMCSA
Comcast Corp

Communication Services
70
+ 0.59%
$32.84 - $36.72 $2.3K - $2.57K
11.9K $423K
LUV
Southwest Airlines CO

Industrials
6
+ 0.06%
$24.04 - $34.36 $144 - $206
10.7K $345K
LOW
Lowes Companies Inc

Consumer Cyclical
43
+ 2.21%
$210.83 - $235.28 $9.07K - $10.1K
1.99K $441K
ACGL
Arch Capital Group Ltd.

Financial Services
6
+ 0.18%
$84.99 - $96.82 $510 - $581
3.33K $303K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.81K
+ 0.42%
$39.34 - $40.41 $229K - $235K
1.4M $56.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.52K
+ 3.73%
$24.32 - $27.87 $37K - $42.4K
42.2K $1.12M
HUM
Humana Inc

Healthcare
2
+ 0.19%
$224.93 - $295.04 $450 - $590
1.06K $257K
ARCC
Ares Capital Corp

Financial Services
12.9K
+ 0.84%
$18.91 - $22.43 $245K - $290K
1.54M $33.9M
CL
Colgate Palmolive CO

Consumer Defensive
24
+ 0.25%
$87.57 - $96.0 $2.1K - $2.3K
9.5K $863K
CTRA
Coterra Energy Inc.

Energy
169
+ 1.82%
$22.6 - $29.07 $3.82K - $4.91K
9.46K $240K
SUN
Sunoco LP

Energy
34
+ 0.47%
$50.38 - $59.13 $1.71K - $2.01K
7.26K $388K
FANG
Diamondback Energy, Inc.

Energy
10
+ 0.58%
$119.25 - $161.49 $1.19K - $1.61K
1.73K $237K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
24
+ 0.91%
$212.1 - $244.27 $5.09K - $5.86K
2.67K $583K
AMGN
Amgen Inc

Healthcare
4
+ 0.19%
$262.28 - $309.85 $1.05K - $1.24K
2.13K $594K
OPK
Opko Health, Inc.

Healthcare
20K
+ 5.71%
$1.24 - $1.66 $24.8K - $33.2K
370K $488K
DVN
Devon Energy Corp

Energy
1.11K
+ 4.48%
$26.8 - $37.92 $29.9K - $42.2K
26K $827K
Activity Summary
Buys All Purchases 198 New Holdings 34 Increased Positions 164 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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