Capital Advisors Inc Portfolio Holdings
Capital Advisors Inc
- $5.41 Billion
- Q2 2025
Capital Advisors Inc has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.41 Billion distributed in 339 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pepsico Inc with a value of $292M, Microsoft Corp with a value of $261M, Nvidia Corp with a value of $192M, Amazon Com Inc with a value of $162M, and Jpmorgan Chase & CO with a value of $155M.
Examining the 13F form we can see an increase of $507M in the current position value, from $4.91B to 5.41B.
Below you can find more details about Capital Advisors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$5.41 Billion
Technology: $1.12 Billion
ETFs: $1.09 Billion
Energy: $515 Million
Consumer Defensive: $479 Million
Financial Services: $470 Million
Healthcare: $367 Million
Consumer Cyclical: $342 Million
Industrials: $305 Million
Other: $665 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 339
- Current Value $5.41 Billion
- Prior Value $4.91 Billion
- Filing
- Period Q2 2025
- Filing Date July 22, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 34 stocks
- Additional Purchases 164 stocks
- Sold out of 0 stocks
- Reduced holdings in 91 stocks