Capital Advisors Inc Portfolio Holdings
Capital Advisors Inc
- $4.61 Billion
- Q1 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 312
- Current Value $4.61 Billion
- Prior Value $4.42 Billion
- Filing
- Period Q1 2024
- Filing Date April 29, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 38 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 82 stocks