Capital Advisors Inc Portfolio Holdings
Capital Advisors Inc
- $5.86 Billion
- Q3 2025
Capital Advisors Inc has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.86 Billion distributed in 371 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pepsico Inc with a value of $311M, Microsoft Corp with a value of $275M, Nvidia Corp with a value of $269M, Apple Inc. with a value of $219M, and Jpmorgan Chase & CO with a value of $177M.
Examining the 13F form we can see an increase of $445M in the current position value, from $5.41B to 5.86B.
Below you can find more details about Capital Advisors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$5.86 Billion
Technology: $1.29 Billion
ETFs: $1.12 Billion
Financial Services: $522 Million
Energy: $503 Million
Consumer Defensive: $497 Million
Consumer Cyclical: $375 Million
Healthcare: $368 Million
Industrials: $346 Million
Other: $705 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 371
- Current Value $5.86 Billion
- Prior Value $5.41 Billion
- Filing
- Period Q3 2025
- Filing Date October 21, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 40 stocks
- Additional Purchases 149 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks