Institutional Fund
Capital Advisors Inc/Ok
Tulsa, OKCIK 8608285 filings on record
Portfolio Value
$6.22B
Q1 2026
Holdings
357
Reported positions
New Buys
42
Opened this quarter
QoQ Change
+0.2%
from $6.21B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Pepsico Inc5.6%
- Nvidia Corporation4.1%
- Apple Inc3.6%
- Microsoft Corp3.0%
- Jpmorgan Chase & Co.2.7%
- Amazon Com Inc2.6%
- Other78.5%
Portfolio Holdings
357 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pepsico Inc | 2.22M | $345.37M | 5.6% | +10.9K | Added |
| 2 | Nvidia Corporation | 1.48M | $257.79M | 4.1% | +37.1K | Added |
| 3 | Apple Inc | 878.5K | $222.95M | 3.6% | +15.3K | Added |
| 4 | Microsoft Corp | 499.5K | $184.89M | 3.0% | −36.9K | Reduced |
| 5 | Jpmorgan Chase & Co. | 567.0K | $166.78M | 2.7% | −285 | Reduced |
| 6 | Amazon Com Inc | 770.5K | $160.47M | 2.6% | −1.7K | Reduced |
| 7 | Alphabet Inc | 553.6K | $158.82M | 2.6% | +738 | Added |
| 8 | Williams Cos Inc | 2.01M | $146.40M | 2.4% | −250.6K | Reduced |
| 9 | Exxon Mobil Corp | 790.9K | $134.18M | 2.2% | +15.5K | Added |
| 10 | Chevron Corp New | 645.8K | $133.61M | 2.1% | +6.2K | Added |
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