Jamie Wilson

Capital Advisors Inc Ok

Assets Managed

$6.221B

Holdings

357

Last Quarter

2026 - Q1

Filed Date

1mo 23d ago

Growth Rate

0.17%(2Q avg: 2%)

Sustained Growth

10 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Advisors Inc Ok's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 357 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.221B in assets, with a quarterly growth rate of 0.17% and a 2-quarter average growth rate of 2%. The portfolio is managed by Jamie Wilson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
PEP Pepsico Inc Recent Activity Increased 0.5%	5.56%	$345.366M 2.224M shares@ $155.29 avg price	Increased 0.5%
NVDA Nvidia Corp Recent Activity Increased 2.58%	4.15%	$257.793M 1.478M shares@ $174.4 avg price	Increased 2.58%
AAPL Apple Inc Recent Activity Increased 1.78%	3.59%	$222.948M 878,474 shares@ $253.79 avg price	Increased 1.78%
MSFT Microsoft Corp Recent Activity Decreased -6.88%	2.98%	$184.89M 499,473 shares@ $370.17 avg price	Decreased -6.88%
JPM Jpmorgan Chase & Co Recent Activity Decreased -0.05%	2.69%	$166.782M 566,978 shares@ $294.17 avg price	Decreased -0.05%
AMZN Amazon.com Inc Recent Activity Decreased -0.22%	2.58%	$160.47M 770,488 shares@ $208.27 avg price	Decreased -0.22%
GOOG Alphabet Inc-cl C Recent Activity Increased 0.14%	2.56%	$158.819M 553,647 shares@ $286.87 avg price	Increased 0.14%
WMB Williams Cos Inc Recent Activity Decreased -11.07%	2.36%	$146.399M 2.012M shares@ $72.78 avg price	Decreased -11.07%
XOM Exxon Mobil Corp Recent Activity Increased 2%	2.16%	$134.183M 790,896 shares@ $169.66 avg price	Increased 2%
CVX Chevron Corp Recent Activity Increased 0.98%	2.15%	$133.615M 645,793 shares@ $206.91 avg price	Increased 0.98%

1-10 of 357