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 Market Cap. of $200 Billions or more