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CIK: 0000860828
Total reported value
$6.8B
$6.8B
325 檔
15.6%
As reported in its official Q2 2025 Form 13F filing, Capital Advisors Inc/ok's tracked investment portfolio stood at $6.8B with 325 total positions.
In Q2 2025, Capital Advisors Inc/ok displayed an active expansion posture, initiating 0 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 325 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | Stock-Consumer Staples | 5.23% | -1.12% | +20.25% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.69% | -0.25% | +2.35% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.44% | +0.25% | +7.80% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.90% | +0.23% | +1.37% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.79% | +0.04% | +5.68% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.66% | +0.18% | +0.22% | |
| 7 | WMB | Williams Cos Inc | Stock-Energy | 2.58% | -0.16% | -0.63% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.16% | +0.08% | +1.37% | |
| 9 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.87% | -0.15% | +4.93% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.83% | -0.75% | +4.93% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.76% | +0.34% | +7.56% | |
| 12 | SO | Southern Co/the | Stock-Utilities | 1.53% | -0.01% | +1.85% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.49% | -0.63% | +2.01% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.43% | -0.66% | +3.05% | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.40% | -0.11% | +4.97% | |
| 16 | ACN | Accenture plc | Stock-Tech | 1.31% | -0.58% | -0.74% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.01% | +2.85% | |
| 18 | MS | Morgan Stanley | Stock-Financials | 1.27% | +0.19% | +0.07% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.27% | +1.38% | +11.73% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 1.23% | -1.20% | EXIT | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.20% | -0.18% | +0.50% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.18% | +0.53% | +0.96% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | +0.25% | +0.09% | |
| 24 | GEV | GE Vernova Inc | Stock-Industrials | 1.15% | +0.26% | +0.80% | |
| 25 | CEG | Constellation Energy | Stock-Utilities | 1.14% | -0.12% | +0.45% | |
| 26 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.14% | +0.11% | +0.53% | |
| 27 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.11% | -0.09% | +5.14% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 1.10% | — | +2.99% | |
| 29 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.09% | — | +5.15% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.07% | -1.40% | +1.83% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.06% | +0.04% | -0.79% | |
| 32 | DASH | Doordash Inc - A | Stock-Consumer Disc | 1.06% | +0.06% | -0.62% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | +0.32% | +145.36% | |
| 34 | CCJ | Cameco CORP | Stock-Energy | 1.01% | -0.14% | +0.76% | |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.01% | -0.09% | +0.42% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.99% | -0.36% | +0.41% | |
| 37 | EQT | Eqt CORP | Stock-Energy | 0.99% | -0.87% | +2.61% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | -0.30% | +2.24% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | -0.06% | +1.19% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.94% | +0.58% | +5.10% | |
| 41 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.93% | +0.02% | +2.29% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.93% | +0.01% | +4.17% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.91% | -0.02% | +25.44% | |
| 44 | BN | Brookfield CORP | Stock-Financials | 0.90% | -0.03% | +3.04% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.90% | +0.18% | +1.29% | |
| 46 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.88% | -0.08% | +0.58% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.02% | +0.67% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | +0.03% | +2.67% | |
| 49 | BA | Boeing Co/the | Stock-Industrials | 0.84% | — | +18679.90% | |
| 50 | SE | Sea Ltd-adr | Stock-Comm Services | 0.79% | +0.03% | +2.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +7.80% | Add |
| 2 | MSFT | Microsoft CORP | +0.9% | +2.35% | Add |
| 3 | BA | Boeing Co/the | +0.8% | +18679.90% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +145.36% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.5% | +5573.99% | Add |
| 6 | GEV | GE Vernova Inc | +0.4% | +0.80% | Add |
| 7 | CCJ | Cameco CORP | +0.4% | +0.76% | Add |
| 8 | TSLA | Tesla Inc | +0.4% | +376.22% | Add |
| 9 | CEG | Constellation Energy | +0.4% | +0.45% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | +5.68% | Add |
| 11 | SPEM | State Street Sp Ptf Em ETF | +0.3% | +3503.21% | Add |
| 12 | AVGO | Broadcom Inc | +0.3% | +0.67% | Add |
| 13 | AMAT | Applied Materials Inc | +0.2% | +11.73% | Add |
| 14 | DASH | Doordash Inc - A | +0.2% | -0.62% | Trim |
| 15 | FCX | Freeport-mcmoran Inc | +0.2% | +26.08% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | +7.56% | Add |
| 17 | MELI | Mercadolibre Inc | +0.2% | +5.21% | Add |
| 18 | AMZN | Amazon.com Inc | +0.2% | +1.37% | Add |
| 19 | TXN | Texas Instruments Inc | +0.1% | +15.61% | Add |
| 20 | HON | Honeywell International Inc | +0.1% | +11.22% | Add |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +5.10% | Add |
| 22 | MS | Morgan Stanley | +0.1% | +0.07% | Add |
| 23 | KO | Coca-cola Co/the | +0.1% | +25.44% | Add |
| 24 | SE | Sea Ltd-adr | +0.1% | +2.31% | Add |
| 25 | IBM | Intl Business Machines CORP | +0.1% | +0.96% | Add |
| 26 | BN | Brookfield CORP | +0.1% | +3.04% | Add |
| 27 | ETN | Eaton Corporation plc | +0.1% | +2.40% | Add |
| 28 | SCHF | Schwab Intl Equity ETF | 0% | +4.17% | Add |
| 29 | CSCO | Cisco Systems Inc | 0% | +2.24% | Add |
| 30 | ACWI | Ishares Msci Acwi ETF | 0% | +1.37% | Add |
| 31 | GLW | Corning Inc | 0% | +0.46% | Add |
| 32 | EQT | Eqt CORP | 0% | +2.61% | Add |
| 33 | ISRG | Intuitive Surgical Inc | — | +0.50% | Add |
| 34 | SYK | Stryker CORP | 0% | +2.99% | Add |
| 35 | IBDU | Ishares Ibonds Dec 2029 Term | -0.1% | +4.93% | Add |
| 36 | WMB | Williams Cos Inc | -0.2% | -0.63% | Trim |
| 37 | UBER | Uber Technologies Inc | -0.2% | -34.13% | Trim |
| 38 | CRSP | CRISPR Therapeutics AG | -0.2% | -97.73% | Trim |
| 39 | SLB | Slb LTD | -0.2% | -1.35% | Trim |
| 40 | PEP | Pepsico Inc | -0.3% | +20.25% | Add |
| 41 | DOW | Dow Inc | -0.3% | -4.41% | Trim |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.3% | -0.10% | Trim |
| 43 | XOM | Exxon Mobil CORP | -0.3% | +3.05% | Add |
| 44 | ABBV | Abbvie Inc | -0.3% | +0.09% | Add |
| 45 | IEMG | Ishares Core Msci Emerging | -0.3% | -98.41% | Trim |
| 46 | CVX | Chevron CORP | -0.4% | +2.01% | Add |
| 47 | AAPL | Apple Inc | -0.5% | +0.22% | Add |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -0.6% | -98.78% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.8% | -88.73% | Trim |
| 50 | VGSH | Vanguard Short-term Treasury | -0.8% | -68.58% | Trim |
According to official SEC Form 13F filings, Capital Advisors Inc/ok reported a total U.S. public equity portfolio value of $6.8B across 325 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PEP, MSFT, NVDA) accounted for 15.6% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
WMB
前期市值: $137.8M
During Q2 2025, Capital Advisors Inc/ok's top holdings by market value included PEP (5.2%)、MSFT (4.7%)、NVDA (3.4%). The largest single position, PEP, represented 5.2% of total portfolio value.
In Q2 2025, Capital Advisors Inc/ok made 50 total portfolio adjustments, initiating 0 new buys, adding to 39 positions, trimming 11 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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