Capital Advisors Inc has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $4.75 Billion distributed in 315 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pepsico Inc with a value of $290M, Microsoft Corp with a value of $224M, Apple Inc. with a value of $144M, Nvidia Corp with a value of $139M, and Amazon Com Inc with a value of $131M.
Examining the 13F form we can see an increase of $144M in the current position value, from $4.61B to 4.75B.
Below you can find more details about Capital Advisors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$4.75 Billion
Technology: $957 Million
ETFs: $953 Million
Energy: $507 Million
Consumer Defensive: $456 Million
Healthcare: $427 Million
Financial Services: $382 Million
Industrials: $254 Million
Communication Services: $249 Million
Other: $521 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions