Capital Advisors Inc New Holdings in Q3 2025

Capital Advisors Inc

  • $5.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.99M
New
$20.77 - $21.32 $62.1M - $63.8M
2.99M $63.5M
OWL
Blue Owl Capital Inc.

Financial Services
1.05M
New
$16.93 - $20.8 $17.7M - $21.8M
1.05M $17.7M
RWR
Spdr Dow Jones Reit ETF

ETFs
118K
New
$95.17 - $101.62 $11.3M - $12M
118K $11.9M
CYBR
Cyber Ark Software Ltd.

Technology
1.53K
New
$374.8 - $491.1 $573K - $751K
1.53K $739K
OPEN
Opendoor Technologies Inc.

Real Estate
91.2K
New
$0.56 - $10.52 $51.1K - $960K
91.2K $727K
ENPH
Enphase Energy, Inc.

Technology
20K
New
$30.11 - $42.97 $602K - $859K
20K $707K
JD
Jd.Com, Inc.

Consumer Cyclical
20K
New
$30.39 - $35.64 $608K - $713K
20K $699K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.24K
New
$50.79 - $76.4 $418K - $629K
8.24K $629K
RS
Reliance Steel & Aluminum CO

Basic Materials
1.47K
New
$277.33 - $343.66 $406K - $503K
1.47K $411K
IDEV
Ishares Core Msci Intl Develop

ETFs
5K
New
$74.68 - $80.26 $373K - $401K
5K $400K
BRO
Brown & Brown, Inc.

Financial Services
3.22K
New
$90.88 - $108.93 $293K - $351K
3.22K $301K
OVV
Ovintiv Inc.

Energy
7.33K
New
$38.53 - $43.17 $282K - $316K
7.33K $295K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.78K
New
$39.8 - $42.86 $270K - $291K
6.78K $290K
STX
Seagate Technology Holdings PLC

Technology
1.18K
New
$142.01 - $236.06 $168K - $279K
1.18K $279K
HOOD
Robinhood Markets, Inc.

Technology
1.94K
New
$91.27 - $143.18 $177K - $278K
1.94K $278K
TLRY
Tilray Brands, Inc.

Healthcare
150K
New
$0.42 - $1.85 $63K - $278K
150K $259K
FIX
Comfort Systems Usa Inc

Industrials
303
New
$521.66 - $825.18 $158K - $250K
303 $250K
APH
Amphenol Corp

Technology
2K
New
$97.39 - $125.4 $195K - $251K
2K $247K
INTC
Intel Corp

Technology
7.28K
New
$19.31 - $35.5 $140K - $258K
7.28K $244K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
4.41K
New
$53.89 - $68.51 $238K - $302K
4.41K $241K
NICE
Nice Ltd.

Technology
1.64K
New
$127.85 - $171.98 $209K - $282K
1.64K $237K
PICK
Ishares Inc Msci Global Select

ETFs
5.23K
New
$37.92 - $44.52 $198K - $233K
5.23K $232K
NET
Cloudflare, Inc.

Technology
1.07K
New
$181.39 - $228.28 $195K - $245K
1.07K $230K
FLEX
Flex Ltd.

Technology
3.92K
New
$48.49 - $59.33 $190K - $233K
3.92K $227K
VO
Vanguard Mid Cap ETF

ETFs
763
New
$279.83 - $293.74 $214K - $224K
763 $224K
HAL
Halliburton CO

Energy
9.06K
New
$20.5 - $25.11 $186K - $227K
9.06K $222K
HSY
Hershey CO

Consumer Defensive
1.16K
New
$161.95 - $193.45 $187K - $224K
1.16K $216K
ETR
Entergy Corp

Utilities
2.26K
New
$80.93 - $93.55 $183K - $212K
2.26K $210K
XEL
Xcel Energy Inc

Utilities
2.61K
New
$67.56 - $80.65 $176K - $210K
2.61K $210K
ZS
Zscaler, Inc.

Technology
699
New
$267.68 - $316.5 $187K - $221K
699 $209K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.02K
New
$192.76 - $203.86 $197K - $208K
1.02K $208K
FNDA
Schwab Fundamental U S Small C

ETFs
6.43K
New
$28.75 - $31.93 $185K - $205K
6.43K $200K
LZ
Legalzoom.Com, Inc.

Industrials
18.8K
New
$8.3 - $11.18 $156K - $210K
18.8K $194K
BUR
Burford Capital LTD

Financial Services
15.6K
New
$11.96 - $14.84 $187K - $232K
15.6K $186K
VRT
Vertiv Holdings CO

Industrials
1.69K
New
N/A
1.69K $146K
Skye Bioscience Inc
10K
New
N/A
10K $0
Direxion Shs ETF Tr
300K
New
N/A
300K $0
Amrize LTD
4.23K
New
N/A
4.23K $0
Kyverna Therapeutics Inc
10K
New
N/A
10K $0
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
Track This Portfolio

Track Capital Advisors Inc Portfolio

Follow Capital Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email