Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CAPITAL ADVISORS INC/OK (CIK 860828) reported $6.22B across 356 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PEP ($345.4M, 5.55%), NVDA ($257.8M, 4.14%), AAPL ($222.9M, 3.58%), MSFT ($184.9M, 2.97%), JPM ($166.8M, 2.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PEP | PEPSICO INC | $345.4M | 5.55% | 2.2M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $257.8M | 4.14% | 1.5M | Added |
| 3 | AAPL | APPLE INC | $222.9M | 3.58% | 878,474 | Added |
| 4 | MSFT | MICROSOFT CORP | $184.9M | 2.97% | 499,473 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO | $166.8M | 2.68% | 566,978 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $160.5M | 2.58% | 770,488 | Trimmed |
| 7 | GOOG | ALPHABET INC | $158.8M | 2.55% | 553,647 | Added |
| 8 | WMB | WILLIAMS COS INC | $146.4M | 2.35% | 2.0M | Trimmed |
| 9 | XOM | EXXON MOBIL CORP | $134.2M | 2.16% | 790,896 | Added |
| 10 | CVX | CHEVRON CORPORATION | $133.6M | 2.15% | 645,793 | Added |
| 11 | AMAT | APPLIED MATLS INC | $128.5M | 2.07% | 375,999 | Trimmed |
| 12 | IBDU | ISHARES TR | $118.2M | 1.90% | 5.1M | Added |
| 13 | ACWI | ISHARES TR | $109.7M | 1.76% | 792,656 | Added |
| 14 | VZ | VERIZON COMMUNICATIONS INC | $101.4M | 1.63% | 2.0M | Added |
| 15 | SO | SOUTHERN CO | $100.3M | 1.61% | 1.0M | Added |
| 16 | IBDT | ISHARES TR | $89.5M | 1.44% | 3.5M | Added |
| 17 | JEPI | J P MORGAN EXCHANGE TRADED F | $87.5M | 1.41% | 1.5M | Added |
| 18 | ABBV | ABBVIE INC | $87.4M | 1.41% | 401,997 | Added |
| 19 | MS | MORGAN STANLEY | $83.8M | 1.35% | 509,435 | Added |
| 20 | SPG | SIMON PPTY GROUP INC NEW | $77.4M | 1.25% | 415,211 | Added |
| 21 | JEPQ | J P MORGAN EXCHANGE TRADED F | $77.4M | 1.24% | 1.4M | Added |
| 22 | GEV | GE VERNOVA INC | $76.3M | 1.23% | 87,368 | Added |
| 23 | HON | HONEYWELL INTL INC | $74.9M | 1.20% | 331,162 | Added |
| 24 | CSCO | CISCO SYS INC | $71.5M | 1.15% | 921,753 | Added |
| 25 | IBDV | ISHARES TR | $70.4M | 1.13% | 3.2M | Added |
Source: SEC Form 13F filings · as of 2026-03-31