Fund Holdings

CAPITAL ADVISORS INC/OK

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
3,523935,053+931,530206,91254,738,0100.88%+54,531,098
EXXON MOBIL CORP775,398790,896+15,49893,311,428134,183,3862.16%+40,871,958
VERIZON COMMUNICATIONS INC(VZ)1,520,9162,019,000+498,08461,946,906101,353,7781.63%+39,406,872
CHEVRON CORPORATION(CVX)639,556645,793+6,23797,474,796133,614,6662.15%+36,139,870
VANGUARD BD INDEX FDS
VANGUARD ULTRA
0580,847+580,847028,917,4720.46%+28,917,472
PEPSICO INC(PEP)2,213,1102,224,007+10,897317,625,552345,366,0135.55%+27,740,461
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
1,105,8871,543,963+438,07663,300,96787,511,8231.41%+24,210,856
APPLIED MATLS INC437,234375,999-61,235107,714,264128,512,7082.07%+20,798,444
GE VERNOVA INC(GEV)86,51087,368+85856,540,51876,263,3621.23%+19,722,844
MOOG INC(MOG-A)057,269+57,269016,759,2810.27%+16,759,281
ENBRIDGE INC(ENB)1,105,9031,277,016+171,11352,895,32169,137,6411.11%+16,242,320
SOUTHERN CO(SO)1,000,3641,039,289+38,92587,231,768100,312,1521.61%+13,080,384
HONEYWELL INTL INC(HON)317,642331,162+13,52061,968,84574,852,6501.20%+12,883,805
REALTY INCOME CORP(O)680,843835,047+154,20438,379,13451,088,1880.82%+12,709,054
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
1,121,6011,394,754+273,15365,187,43577,436,7661.24%+12,249,331
WILLIAMS COS INC(WMB)2,262,0982,011,526-250,572135,974,717146,398,8402.35%+10,424,123
PFIZER INC(PFE)1,640,7261,822,774+182,04840,854,08351,183,4900.82%+10,329,407
TEXAS INSTRS INC(TXN)211,668241,649+29,98136,722,24946,913,7150.75%+10,191,466
SPDR INDEX SHS FDS
ST PORT MARK ETF
0200,476+200,47609,404,3510.15%+9,404,351
LOCKHEED MARTIN CORP(LMT)64,22066,452+2,23231,061,14940,163,2180.65%+9,102,069
EQT CORP(EQT)867,434864,213-3,22146,494,45754,998,5020.88%+8,504,045
COCA COLA CO(KO)884,134909,821+25,68761,809,81969,191,8861.11%+7,382,067
RIO TINTO PLC(RIO)525,449529,596+4,14742,051,68749,405,9800.79%+7,354,293
ISHARES TR4,798,6555,083,616+284,961112,312,529118,244,9141.90%+5,932,385
NVIDIA CORPORATION(NVDA)1,441,0221,478,170+37,148252,154,287257,792,7764.14%+5,638,489
ISHARES TR
IBDS DEC28 ETF
3,303,5353,532,934+229,39984,091,49489,489,2071.44%+5,397,713
ISHARES TR3,089,5953,316,750+227,15565,344,93669,419,5811.12%+4,074,645
CAMECO CORP(CCJ)576,040520,408-55,63252,701,91356,521,5150.91%+3,819,602
ECOLAB INC(ECL)163,023175,195+12,17242,796,91046,605,3350.75%+3,808,425
ISHARES TR3,026,8913,215,231+188,34066,803,49570,381,4051.13%+3,577,910
WATSCO INC(WSO)66,37771,088+4,71122,365,62125,860,9350.42%+3,495,314
ISHARES TR2,653,5292,790,716+137,18767,744,58470,521,3981.13%+2,776,814
BLACKSTONE INC(BX)168,427249,625+81,19825,961,30028,704,4050.46%+2,743,105
MERCADOLIBRE INC(MELI)21,17826,246+5,06842,657,23945,380,5560.73%+2,723,317
CISCO SYS INC(CSCO)895,326921,753+26,42768,966,97871,518,8081.15%+2,551,830
ONEOK INC NEW(OKE)109,917115,038+5,1218,078,91310,398,2950.17%+2,319,382
WASTE MGMT INC DEL(WM)196,585198,030+1,44543,191,76945,505,2610.73%+2,313,492
SIMON PPTY GROUP INC NEW(SPG)406,599415,211+8,61275,265,53577,449,3561.25%+2,183,821
ISHARES TR
IBONDS 27 ETF
1,841,8121,933,008+91,19644,719,19246,856,1080.75%+2,136,916
ISHARES TR226,965236,458+9,49327,276,61729,394,0920.47%+2,117,475
LAM RESEARCH CORP(LRCX)38,41140,276+1,8656,575,1268,605,3030.14%+2,030,177
NETFLIX INC.(NFLX)72,76984,537+11,7686,822,8348,128,2310.13%+1,305,397
THE TRADE DESK INC(TTD)6,89167,200+60,309261,5821,524,7680.02%+1,263,186
CONOCOPHILLIPS(COP)31,25531,397+1422,925,7444,144,3720.07%+1,218,628
ENTERPRISE PRODS PARTNERS L(EPD)139,257147,471+8,2144,464,5725,580,3010.09%+1,115,729
WALMART INC(WMT)65,76167,848+2,0877,326,4598,432,1660.14%+1,105,707
ISHARES TR
MSCI INTL VLU FT
390,271401,769+11,49814,849,79315,942,1990.26%+1,092,406
VANGUARD ADMIRAL FDS INC146,347150,795+4,44814,306,88915,341,8660.25%+1,034,977
CATERPILLAR INC(CAT)3,7114,374+6632,125,8393,098,8500.05%+973,011
JOHNSON & JOHNSON(JNJ)21,76122,366+6054,503,3925,467,1930.09%+963,801
PHILLIPS 66(PSX)15,70116,062+3612,026,0592,926,1780.05%+900,119
VALERO ENERGY CORP(VLO)8,9019,319+4181,448,9822,302,4910.04%+853,509
TESLA INC(TSLA)104,497128,693+24,19646,994,50347,841,5550.77%+847,052
ISHARES TR769,701792,656+22,955108,905,063109,679,8781.76%+774,815
COSTCO WHOLESALE CORPORATION(COST)4,9585,005+474,275,2774,987,2640.08%+711,987
OREILLY AUTOMOTIVE INC(ORLY)2,3729,958+7,586216,390919,2320.01%+702,842
MARATHON PETE CORP(MPC)4,8195,984+1,165783,7701,461,2940.02%+677,524
WISDOMTREE TR(WT)012,400+12,4000670,7160.01%+670,716
SPDR INDEX SHS FDS
ST STR PO EX ETF
013,509+13,5090616,7010.01%+616,701
ISHARES GOLD TR(IAU)98,61397,717-8968,004,4178,614,7310.14%+610,314
PROCTER & GAMBLE CO(PG)322,422324,113+1,69146,206,35646,814,8480.75%+608,492
FIDELITY COMWLTH TR07,165+7,1650608,3800.01%+608,380
ENERGY TRANSFER L P(ET)75,98095,663+19,6831,252,9181,846,2900.03%+593,372
SHOPIFY INC(SHOP)8,19315,788+7,5951,318,8271,872,7730.03%+553,946
BRISTOL-MYERS SQUIBB CO(BMY)18,27925,145+6,866985,9771,525,0540.02%+539,077
SOLAREDGE TECHNOLOGIES INC(SEDG)010,005+10,0050510,7550.01%+510,755
DEVON ENERGY CORP NEW(DVN)23,70826,905+3,197868,4371,353,8750.02%+485,438
SELECT SECTOR SPDR TR
ST STR ENERG ETF
29,24229,255+131,307,4191,792,1470.03%+484,728
DECKERS OUTDOOR CORP(DECK)04,740+4,7400474,4270.01%+474,427
WABTEC(WAB)01,859+1,8590464,5350.01%+464,535
ALLIANCE RESOURCE PARTNERS L(ARLP)99,02499,02402,300,3282,738,0140.04%+437,686
ISHARES INC012,100+12,1000415,9980.01%+415,998
BCE INC(BCE)015,762+15,7620397,8330.01%+397,833
ALPHABET INC(GOOG)30,99635,055+4,0599,701,68510,080,2900.16%+378,605
ANALOG DEVICES INC(ADI)01,128+1,1280358,9560.01%+358,956
OLD REP INTL CORP(ORI)08,826+8,8260352,1710.01%+352,171
MICRON TECHNOLOGY INC(MU)01,033+1,0330349,0920.01%+349,092
ROCKET COS INC(RKT)023,992+23,9920341,8860.01%+341,886
DEERE & CO(DE)0572+5720322,2360.01%+322,236
ISHARES TR05,500+5,5000316,8550.01%+316,855
TERADYNE INC(TER)01,057+1,0570313,4930.01%+313,493
ONE GAS INC(OGS)2,9986,260+3,262231,596539,2080.01%+307,612
ISHARES TR11,72016,644+4,924641,201945,2130.02%+304,012
ISHARES TR03,082+3,0820299,3550.00%+299,355
SPDR SERIES TRUST
ST SHOR CORP ETF
938,292952,098+13,80628,336,41628,629,5850.46%+293,169
RTX CORPORATION(RTX)20,77921,210+4313,810,8744,091,4470.07%+280,573
TAIWAN SEMICONDUCTOR MANUFAC(TSM)5,9046,127+2231,794,2702,070,7820.03%+276,512
CROWDSTRIKE HLDGS INC(CRWD)2,9064,164+1,2581,362,1591,625,6250.03%+263,466
MASTERCARD INCORPORATED(MA)1,4672,193+726837,3001,095,5860.02%+258,286
SUNOCO LP/SUNOCO FIN CORP(SUN)03,932+3,9320255,4530.00%+255,453
DOW HLDGS INC(DOW)06,124+6,1240255,0580.00%+255,058
BALCHEM CORP01,500+1,5000254,2200.00%+254,220
AST SPACEMOBILE INC(ASTS)7,9529,995+2,043577,554828,2860.01%+250,732
NOVARTIS AG(NVS)01,637+1,6370250,0130.00%+250,013
ISHARES TR
MSCI INDIA ETF
05,300+5,3000248,2520.00%+248,252
NEXTERA ENERGY INC(NEE)7,7019,328+1,627618,256866,4290.01%+248,173
ISHARES SILVER TR(SLV)36,01037,647+1,6372,319,7552,565,2570.04%+245,502
SCHWAB STRATEGIC TR07,536+7,5360244,3920.00%+244,392
MPLX LP(MPLX)7,44211,151+3,709397,180636,3600.01%+239,180
ISHARES TR02,000+2,0000236,9000.00%+236,900
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