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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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