Capital Advisors Inc Incresed Positions in Q3 2025

Capital Advisors Inc

  • $5.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OGS
One Gas, Inc.

Utilities
200
+ 7.15%
$72.16 - $80.94 $14.4K - $16.2K
3K $242K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
470
+ 11.88%
$78.11 - $79.07 $36.7K - $37.2K
4.43K $349K
COIN
Coinbase Global, Inc.

Technology
140
+ 15.49%
$297.99 - $419.78 $41.7K - $58.8K
1.04K $352K
MMM
3 M CO

Industrials
78
+ 1.04%
$144.41 - $160.2 $11.3K - $12.5K
7.56K $1.17M
MA
Mastercard Inc

Financial Services
42
+ 2.89%
$550.18 - $598.96 $23.1K - $25.2K
1.5K $851K
SCHA
Schwab Strategic Tr Us Small C

ETFs
403
+ 4.85%
$25.29 - $28.33 $10.2K - $11.4K
8.71K $243K
IWP
Ishares Russell Mid Cap Growth

ETFs
134
+ 4.46%
$137.51 - $145.26 $18.4K - $19.5K
3.14K $447K
GILD
Gilead Sciences, Inc.

Healthcare
244
+ 10.81%
$108.22 - $120.47 $26.4K - $29.4K
2.5K $277K
ALL
Allstate Corp

Financial Services
14
+ 0.8%
$192.0 - $214.65 $2.69K - $3.01K
1.78K $381K
TM
Toyota Motor Corp

Consumer Cyclical
10
+ 0.79%
$167.86 - $202.79 $1.68K - $2.03K
1.28K $244K
NVS
Novartis Ag

Healthcare
83
+ 4.27%
$113.5 - $129.73 $9.42K - $10.8K
2.03K $259K
PH
Parker Hannifin Corp

Industrials
3
+ 0.98%
$697.13 - $769.67 $2.09K - $2.31K
309 $234K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.05%
$239.12 - $259.95 $239 - $260
1.82K $473K
HWM
Howmet Aerospace Inc.

Industrials
4
+ 0.3%
$171.0 - $196.23 $684 - $785
1.34K $262K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
5
+ 0.45%
$301.44 - $365.84 $1.51K - $1.83K
1.11K $358K
UNP
Union Pacific Corp

Industrials
6
+ 0.36%
$214.91 - $237.16 $1.29K - $1.42K
1.65K $390K
COF
Capital One Financial Corp

Financial Services
8
+ 0.56%
$207.29 - $229.74 $1.66K - $1.84K
1.44K $306K
MSCI
Msci Inc.

Financial Services
8
+ 1.75%
$526.48 - $588.0 $4.21K - $4.7K
464 $263K
SNPS
Synopsys Inc

Technology
21
+ 4.72%
$387.78 - $645.35 $8.14K - $13.6K
466 $229K
Arista Networks Inc
295
+ 11.24%
N/A
2.92K $0
Eon Resources Inc
10K
+ 100.0%
N/A
20K $0
Brookfield Corp
29.2K
+ 3.6%
N/A
841K $0
Veralto Corp
22.5K
+ 6.27%
N/A
381K $0
Ishares Bitcoin Trust ETF
3.63K
+ 14.56%
N/A
28.5K $0
LUV
Southwest Airlines CO

Industrials
12
+ 0.11%
$29.06 - $37.7 $349 - $452
10.7K $340K
CBSH
Commerce Bancshares Inc

Financial Services
40
+ 0.91%
$58.61 - $66.11 $2.34K - $2.64K
4.46K $266K
CAH
Cardinal Health Inc

Healthcare
52
+ 3.39%
$146.04 - $167.63 $7.59K - $8.72K
1.58K $248K
PB
Prosperity Bancshares Inc

Financial Services
41
+ 0.82%
$65.12 - $74.71 $2.67K - $3.06K
5.03K $333K
ARCB
Arcbest Corp

Industrials
145
+ 3.43%
$68.46 - $86.21 $9.93K - $12.5K
4.38K $305K
EMR
Emerson Electric CO

Industrials
1.01K
+ 1.17%
$128.6 - $149.63 $130K - $152K
87.7K $11.5M
ET
Energy Transfer LP

Energy
35
+ 0.05%
$17.11 - $18.16 $599 - $636
66.5K $1.14M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
441
+ 6.22%
$38.58 - $58.24 $17K - $25.7K
7.53K $295K
TTD
Trade Desk, Inc.

Technology
37
+ 0.53%
$43.93 - $89.76 $1.63K - $3.32K
6.95K $340K
GIS
General Mills Inc

Consumer Defensive
8.47K
+ 1.48%
$48.44 - $53.83 $410K - $456K
581K $29.3M
V
Visa Inc.

Financial Services
4.09K
+ 3.01%
$332.09 - $358.86 $1.36M - $1.47M
140K $47.7M
SYK
Stryker Corp

Healthcare
9.26K
+ 5.97%
$368.57 - $403.53 $3.41M - $3.74M
164K $60.7M
OKE
Oneok Inc

Energy
865
+ 0.97%
$71.36 - $83.47 $61.7K - $72.2K
90.2K $6.58M
PG
Procter & Gamble CO

Consumer Defensive
7.67K
+ 2.29%
$150.47 - $161.22 $1.15M - $1.24M
343K $52.7M
NFLX
Netflix Inc

Communication Services
46
+ 0.66%
$1147.87 - $1297.18 $52.8K - $59.7K
7.01K $8.41M
WSO
Watsco Inc

Industrials
2.3K
+ 3.8%
$381.94 - $489.97 $879K - $1.13M
62.8K $25.4M
IBM
International Business Machines Corp

Technology
4.91K
+ 2.19%
$234.77 - $292.47 $1.15M - $1.44M
229K $64.5M
KO
Coca Cola CO

Consumer Defensive
20.6K
+ 2.87%
$65.67 - $71.67 $1.35M - $1.47M
737K $48.9M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.08K
+ 1.08%
$118.3 - $142.16 $246K - $295K
195K $23.7M
EQT
Eqt Corp

Energy
27.9K
+ 2.96%
$49.19 - $59.19 $1.37M - $1.65M
970K $52.8M
ARCC
Ares Capital Corp

Financial Services
11.5K
+ 0.75%
$20.41 - $23.25 $235K - $268K
1.56M $31.7M
PAYX
Paychex Inc

Industrials
18.9K
+ 6.79%
$126.69 - $147.99 $2.39M - $2.79M
297K $37.6M
HON
Honeywell International Inc

Industrials
194
+ 0.07%
$207.7 - $240.4 $40.3K - $46.6K
295K $62M
ISRG
Intuitive Surgical Inc

Healthcare
103
+ 0.08%
$433.66 - $544.47 $44.7K - $56.1K
123K $54.9M
Activity Summary
Buys All Purchases 189 New Holdings 40 Increased Positions 149 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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