Capital Advisors Inc holds a diversified book of 357 stocks worth $6.2B as of Q1 2026 (disclosed Apr 27, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Ultra Short Bond Et and trimmed Microsoft Corp. Their largest long position is Pepsico Inc at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/860828/holdings"
Use Arkolith to show CAPITAL ADVISORS INC/OK's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
78% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Pepsico Inc COM | $345.4M | 2.22M | 5.6% | ▲+0.5% Added · +11K sh | |
| 2 | Nvidia Corporation COM | $257.8M | 1.48M | 4.1% | ▲+2.6% Added · +37K sh | |
| 3 | Apple Inc COM | $222.9M | 878.5K | 3.6% | ▲+1.8% Added · +15K sh | |
| 4 | Microsoft Corp COM | $184.9M | 499.5K | 3.0% | ▼−6.9% Reduced · −37K sh | |
| 5 | JPMorgan Chase & Co COM | $166.8M | 567.0K | 2.7% | ▼−0.1% Reduced · −285 sh | |
| 6 | Amazon Com Inc COM | $160.5M | 770.5K | 2.6% | ▼−0.2% Reduced · −2K sh | |
| 7 | Alphabet Inc CAP STK CL C | $158.8M | 553.6K | 2.6% | ▲+0.1% Added · +738 sh | |
| 8 | Williams Cos Inc COM | $146.4M | 2.01M | 2.4% | ▼−11% Reduced · −251K sh | |
| 9 | Exxon Mobil Corp COM | $134.2M | 790.9K | 2.2% | ▲+2.0% Added · +15K sh | |
| 10 | Chevron Corporation COM | $133.6M | 645.8K | 2.1% | ▲+1.0% Added · +6K sh | |
| 11 | Applied Matls Inc COM | $128.5M | 376.0K | 2.1% | ▼−14% Reduced · −61K sh | |
| 12 | Ishares TR IBONDS DEC 29 | $118.2M | 5.08M | 1.9% | ▲+5.9% Added · +285K sh | |
| 13 | Ishares TR MSCI ACWI ETF | $109.7M | 792.7K | 1.8% | ▲+3.0% Added · +23K sh | |
| 14 | Verizon Communications Inc COM | $101.4M | 2.02M | 1.6% | ▲+33% Added · +498K sh | |
| 15 | Southern Co COM | $100.3M | 1.04M | 1.6% | ▲+3.9% Added · +39K sh | |
| 16 | Ishares TR IBDS DEC28 ETF | $89.5M | 3.53M | 1.4% | ▲+6.9% Added · +229K sh | |
| 17 | J P Morgan Exchange Traded F EQUITY PREMIUM | $87.5M | 1.54M | 1.4% | ▲+40% Added · +438K sh | |
| 18 | Abbvie Inc COM | $87.4M | 402.0K | 1.4% | ▲+2.9% Added · +11K sh | |
| 19 | Morgan Stanley COM NEW | $83.8M | 509.4K | 1.3% | ▲+0.5% Added · +3K sh | |
| 20 | Simon Ppty Group Inc New COM | $77.4M | 415.2K | 1.2% | ▲+2.1% Added · +9K sh | |
| 21 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $77.4M | 1.39M | 1.2% | ▲+24% Added · +273K sh | |
| 22 | Ge Vernova Inc COM | $76.3M | 87.4K | 1.2% | ▲+1.0% Added · +858 sh | |
| 23 | Honeywell Intl Inc COM | $74.9M | 331.2K | 1.2% | ▲+4.3% Added · +14K sh | |
| 24 | Cisco Sys Inc COM | $71.5M | 921.8K | 1.1% | ▲+3.0% Added · +26K sh | |
| 25 | Ishares TR IBONDS DEC 2032 | $70.5M | 2.79M | 1.1% | ▲+5.2% Added · +137K sh | |
| 26 | Ishares TR IBONDS DEC 2030 | $70.4M | 3.22M | 1.1% | ▲+6.2% Added · +188K sh | |
| 27 | Ishares TR IBONDS DEC 2031 | $69.4M | 3.32M | 1.1% | ▲+7.3% Added · +227K sh | |
| 28 | Coca Cola Co COM | $69.2M | 909.8K | 1.1% | ▲+2.9% Added · +26K sh | |
| 29 | Enbridge Inc COM | $69.1M | 1.28M | 1.1% | ▲+15% Added · +171K sh | |
| 30 | International Business Machs COM | $60.3M | 248.8K | 1.0% | ▲+8.4% Added · +19K sh | |
| 31 | Stryker Corporation COM | $59.0M | 179.5K | 0.9% | ▲+4.0% Added · +7K sh | |
| 32 | SPDR Series Trust STATE STREET SPD | $58.3M | 1.74M | 0.9% | ▼−0.4% Reduced · −7K sh | |
| 33 | Boeing Co COM | $57.3M | 288.0K | 0.9% | ▲+4.4% Added · +12K sh | |
| 34 | Intuitive Surgical Inc COM NEW | $56.8M | 123.1K | 0.9% | ▲+0.5% Added · +621 sh | |
| 35 | Palo Alto Networks Inc COM | $56.7M | 353.8K | 0.9% | ▲+3.5% Added · +12K sh | |
| 36 | Cameco Corp COM | $56.5M | 520.4K | 0.9% | ▼−9.7% Reduced · −56K sh | |
| 37 | Ssga Active ETF TR STATE STREET DOU | $55.3M | 1.39M | 0.9% | ▼−2.8% Reduced · −40K sh | |
| 38 | Eqt Corp COM | $55.0M | 864.2K | 0.9% | ▼−0.4% Reduced · −3K sh | |
| 39 | Medtronic PLC SHS | $54.9M | 633.6K | 0.9% | ▼−0.9% Reduced · −6K sh | |
| 40 | Vanguard Scottsdale FDS SHORT TERM TREAS | $54.7M | 935.1K | 0.9% | ▲265× Added · +932K sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $54.0M | 112.7K | 0.9% | ▼−24% Reduced · −37K sh | |
| 42 | Rockwell Automation Inc COM | $52.9M | 147.5K | 0.9% | ▲+3.1% Added · +5K sh | |
| 43 | Pfizer Inc COM | $51.2M | 1.82M | 0.8% | ▲+11% Added · +182K sh | |
| 44 | Realty Income Corp COM | $51.1M | 835.0K | 0.8% | ▲+23% Added · +154K sh | |
| 45 | Rio Tinto PLC SPONSORED ADR | $49.4M | 529.6K | 0.8% | ▲+0.8% Added · +4K sh | |
| 46 | Janus Detroit STR TR HENDERSON MTG | $48.1M | 1.07M | 0.8% | ▼−0.6% Reduced · −6K sh | |
| 47 | Tesla Inc COM | $47.8M | 128.7K | 0.8% | ▲+23% Added · +24K sh | |
| 48 | Texas Instrs Inc COM | $46.9M | 241.6K | 0.8% | ▲+14% Added · +30K sh | |
| 49 | Ishares TR IBONDS 27 ETF | $46.9M | 1.93M | 0.8% | ▲+5.0% Added · +91K sh | |
| 50 | Procter & Gamble Co COM | $46.8M | 324.1K | 0.8% | ▲+0.5% Added · +2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 377 | $6.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 350 | $6.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 363 | $6.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 339 | $5.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 311 | $5.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 309 | $5.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 295 | $5.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 31, 2024 | 315 | $4.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 29, 2024 | 312 | $4.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 29, 2024 | 287 | $4.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 24, 2023 | 261 | $3.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 18, 2023 | 274 | $3.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 19, 2023 | 254 | $3.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 17, 2023 | 251 | $3.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 17, 2022 | 239 | $3.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 15, 2022 | 243 | $3.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 252 | $3.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 27, 2022 | 256 | $3.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 25, 2021 | 236 | $3.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 2, 2021 | 238 | $3.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 25, 2021 | 239 | $3.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 8, 2021 | 214 | $2.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 2, 2020 | 201 | $2.5B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Sep 2, 2020 | 190 | $2.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.