CAPITAL ADVISORS INC/OK - Portfolio overview

CAPITAL ADVISORS INC/OK has 401 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. PEP - PEPSICO INC, 6.32%
2. JPM - JPMORGAN CHASE & CO, 3.05%
3. AMZN - AMAZON COM INC, 2.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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