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Jamie Wilson

Capital Advisors Inc Ok

Assets Managed
$6.796B
Holdings
374
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
9.26%(2Q avg: 4.72%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Advisors Inc Ok's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 374 positions.

Assets under management

The assets under management (AUM) of Capital Advisors Inc Ok over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 6.796B in assets, with a quarterly growth rate of 9.26% and a 2-quarter average growth rate of 4.72%. The portfolio is managed by Jamie Wilson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PEP
Pepsico Inc
Recent Activity
Decreased -0.07%
4.43%
$300.912M
2.222M shares@ $135.4 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.95%
4.4%
$298.554M
1.492M shares@ $200.1 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.44%
3.76%
$255.31M
882,325 shares@ $289.37 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -13.8%
3.45%
$234.322M
324,097 shares@ $723.0 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.57%
2.9%
$196.726M
556,778 shares@ $353.33 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.06%
2.82%
$191.08M
801,711 shares@ $238.35 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.32%
2.73%
$184.981M
565,120 shares@ $327.34 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.88%
2.72%
$184.668M
495,061 shares@ $373.03 avg price
WMB
Williams Cos Inc
Recent Activity
Decreased -0.6%
2.19%
$148.637M
1.999M shares@ $74.35 avg price
ACWI
Ishares Msci Acwi Etf
Recent Activity
Increased 0.71%
1.85%
$125.306M
798,281 shares@ $156.98 avg price

1-10 of 374