Fund HoldingsCAPITAL ADVISORS INC/OK

Total Portfolio Value
$3.82B
Total Bought
$415.64M
Total Sold
$359.28M
Net Transaction
+$56.36M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
184,9051,201,131+1,016,22610,67569,1851.81%+58,511
INTERNATIONAL BUSINESS MACHS(IBM)0271,410+271,410038,0791.00%+38,079
MORGAN STANLEY(MS)0411,802+411,802033,6320.88%+33,632
CONSTELLATION ENERGY CORP(CEG)0284,128+284,128030,9930.81%+30,993
ISHARES TR197,172544,486+347,31413,89737,2540.98%+23,357
SCHWAB STRATEGIC TR694,7611,155,496+460,73523,46237,2650.98%+13,803
SCHWAB STRATEGIC TR694,9531,090,461+395,50824,77537,0320.97%+12,257
CHEVRON CORP NEW(CVX)469,897505,255+35,35873,93885,1962.23%+11,258
ALPHABET INC(GOOG)604,650628,100+23,45073,14582,8152.17%+9,670
EXXON MOBIL CORP625,286649,020+23,73467,06276,3122.00%+9,250
SCHLUMBERGER LTD(SLB)692,515725,688+33,17334,01642,3081.11%+8,291
NOVO-NORDISK A S(NVO)088,696+88,69608,0660.21%+8,066
ABBVIE INC(ABBV)369,721377,645+7,92449,81256,2921.47%+6,479
PIONEER NAT RES CO156,709164,178+7,46932,46737,6870.99%+5,220
BLACKSTONE INC(BX)325,132330,716+5,58430,22835,4330.93%+5,205
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
611,575718,146+106,57133,83838,4641.01%+4,625
BROOKFIELD CORP(BN)632,748811,512+178,76421,29225,3760.66%+4,084
DANAHER CORPORATION(DHR)216,755224,862+8,10752,02155,7881.46%+3,767
WILLIAMS COS INC(WMB)2,099,3342,131,602+32,26868,50171,8141.88%+3,312
CISCO SYS INC(CSCO)695,158723,350+28,19235,96738,8871.02%+2,920
JPMORGAN CHASE & CO(JPM)513,349534,393+21,04474,66177,4982.03%+2,836
ISHARES TR3,030,0113,129,767+99,75673,87276,2722.00%+2,401
ISHARES TR
IBONDS 27 ETF
2,549,7772,689,592+139,81559,86962,2371.63%+2,368
BERKSHIRE HATHAWAY INC DEL155,320157,828+2,50852,96455,2871.45%+2,323
UNITEDHEALTH GROUP INC(UNH)105,062104,057-1,00550,49752,4651.37%+1,967
UBER TECHNOLOGIES INC(UBER)405,802418,607+12,80517,51819,2520.50%+1,733
AIRBNB INC88,65094,714+6,06411,36112,9960.34%+1,634
PAYCHEX INC(PAYX)208,230214,658+6,42823,29524,7570.65%+1,462
VERALTO CORP(VLTO)015,934+15,93401,3470.04%+1,347
ARES CAPITAL CORP(ARCC)1,018,1051,050,207+32,10219,13020,4480.54%+1,317
DOORDASH INC(DASH)143,044150,766+7,72210,93111,9810.31%+1,050
SOUTHERN COPPER CORP(SCCO)264,697266,054+1,35718,98920,0310.52%+1,042
VISA INC(V)129,212137,909+8,69730,68531,7200.83%+1,035
ISHARES TR2,751,2262,865,609+114,38361,76562,7571.64%+992
AMAZON COM INC(AMZN)536,169557,134+20,96569,89570,8231.86%+928
ISHARES TR
IBDS DEC28 ETF
1,911,1641,983,518+72,35446,82447,6641.25%+840
META PLATFORMS INC(META)08,157+8,15702,4490.06%+2,449
THERMO FISHER SCIENTIFIC INC(TMO)85,45789,402+3,94544,58745,2531.19%+665
NXP SEMICONDUCTORS N V
COM
164,788171,771+6,98333,72934,3410.90%+612
TESLA INC(TSLA)12,89415,763+2,8693,3753,9440.10%+569
ACCENTURE PLC IRELAND
SHS CLASS A
216,166218,983+2,81766,70567,2521.76%+547
ALPHABET INC(GOOG)24,48726,581+2,0942,9313,4780.09%+547
SPDR INDEX SHS FDS
ST PORT MARK ETF
063,277+63,27702,1240.06%+2,124
JOHNSON & JOHNSON(JNJ)273,757294,312+20,55545,31245,8391.20%+527
ALLIANCE RESOURCE PARTNERS L(ARLP)0117,359+117,35902,6440.07%+2,644
COSTCO WHSL CORP NEW(COST)02,794+2,79401,5780.04%+1,578
VANGUARD INDEX FDS01,290+1,29003510.01%+351
PHILLIPS 66(PSX)014,946+14,94601,7960.05%+1,796
MERCADOLIBRE INC(MELI)0272+27203450.01%+345
ISHARES TR
CORE MSCI TOTAL
05,508+5,50803300.01%+330
ACTIVISION BLIZZARD INC03,456+3,45603240.01%+324
RIO TINTO PLC(RIO)347,107353,040+5,93322,15922,4670.59%+308
ISHARES TR02,990+2,99001,2840.03%+1,284
ELI LILLY & CO(LLY)03,386+3,38601,8190.05%+1,819
ISHARES TR02,800+2,80002630.01%+263
ONEOK INC NEW(OKE)73,65275,366+1,7144,5464,7800.13%+235
NOVARTIS AG(NVS)02,301+2,30102340.01%+234
INTUIT(INTU)0436+43602230.01%+223
ISHARES TR0942+94202210.01%+221
CATERPILLAR INC(CAT)03,056+3,05608340.02%+834
SYNOPSYS INC(SNPS)0449+44902060.01%+206
ISHARES SILVER TR(SLV)010,006+10,00602040.01%+204
SCHWAB STRATEGIC TR034,417+34,41701,7410.05%+1,741
PATTERSON-UTI ENERGY INC(PTEN)0102,229+102,22901,4150.04%+1,415
VANGUARD INDEX FDS03,630+3,63001,4260.04%+1,426
MARATHON PETE CORP(MPC)05,092+5,09207710.02%+771
SELECT SECTOR SPDR TR
ST STR TECHN ETF
011,078+11,07801,8160.05%+1,816
HALLIBURTON CO(HAL)027,542+27,54201,1150.03%+1,115
ADOBE INC(ADBE)0754+75403850.01%+385
WALMART INC(WMT)22,74623,264+5183,5753,7210.10%+145
CHENIERE ENERGY INC(LNG)010,500+10,50001,7430.05%+1,743
APPLIED MATLS INC295,656309,616+13,96042,73442,8661.12%+132
MARATHON OIL CORP040,417+40,41701,0810.03%+1,081
VALERO ENERGY CORP(VLO)012,178+12,17801,7260.05%+1,726
CAMECO CORP(CCJ)740,605588,281-152,32423,20323,3190.61%+116
AUTOMATIC DATA PROCESSING IN05,324+5,32401,2810.03%+1,281
SPDR DOW JONES INDL AVERAGE(DIA)01,728+1,72805790.02%+579
ROCKWELL AUTOMATION INC(ROK)01,689+1,68904830.01%+483
APOLLO GLOBAL MGMT INC(APO)04,305+4,30503860.01%+386
OCCIDENTAL PETE CORP(OXY)07,044+7,04404570.01%+457
BAKER HUGHES COMPANY(BKR)019,017+19,01706720.02%+672
NETFLIX INC(NFLX)01,647+1,64706220.02%+622
COMCAST CORP NEW(CCZ)08,826+8,82603910.01%+391
HUMANA INC(HUM)01,742+1,74208480.02%+848
HOME DEPOT INC(HD)107,651110,803+3,15233,44133,4800.88%+39
HESS CORP01,584+1,58402420.01%+242
EMERSON ELEC CO(EMR)09,363+9,36309040.02%+904
ISHARES TR01,696+1,69604510.01%+451
COTERRA ENERGY INC012,685+12,68503430.01%+343
SNDL INC013,517+13,5170260.00%+26
BP PLC(BP)024,732+24,73209580.03%+958
ECOLAB INC(ECL)113,845125,607+11,76221,25421,2780.56%+24
LOEWS CORP(L)06,000+6,00003800.01%+380
ALLSTATE CORP(ALL)02,526+2,52602810.01%+281
LOWES COS INC(LOW)02,087+2,08704340.01%+434
CVS HEALTH CORP(CVS)016,002+16,00201,1170.03%+1,117
DUKE ENERGY CORP NEW(DUK)08,184+8,18407220.02%+722
ORGANIGRAM HLDGS INC010,157+10,1570130.00%+13
VANGUARD TAX-MANAGED FDS07,985+7,98503490.01%+349
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,598+6,59802190.01%+219
Page 1 of 1