Capital Advisors Inc

13F filer · CIK 0000860828

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$6.8BU.S. long equity reported on 13F

Positions28229 new · 18 closed

Net flow last quarter+$27.6MBuys minus sells

Top 10 positions weight31.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026282 positions
PEPPepsico Inc	$301M	4.43%	0.16%	-0.1%	Q1 2016
NVDANvidia Corp	$299M	4.39%	0.01%	+0.9%	Q2 2020
AAPLApple Inc.	$255M	3.76%	0.01%	+0.4%	Q1 2016
AMATApplied Materials Inc	$234M	3.45%	0.04%	-13.8%	Q2 2020
GOOGAlphabet Inc.	$197M	2.89%	Not reported	+0.6%	Q1 2016
AMZNAmazon Com Inc	$191M	2.81%	0.01%	+4.1%	Q1 2016
JPMJPMorgan Chase & Co	$185M	2.72%	0.02%	-0.3%	Q1 2016
MSFTMicrosoft Corp	$185M	2.72%	0.01%	-0.9%	Q1 2016
WMBWilliams Companies, Inc.	$149M	2.19%	0.16%	-0.6%	Q1 2016
ABBVAbbVie Inc.	$113M	1.66%	0.03%	+11.2%	Q1 2016
SOSouthern Co	$109M	1.60%	0.10%	+9.6%	Q1 2016
MSMorgan Stanley	$105M	1.54%	0.03%	-1.6%	Q1 2021
CVXChevron Corp	$104M	1.52%	0.03%	-3.3%	Q1 2016
IBMInternational Business Machines Corp	$102M	1.50%	0.04%	+46.1%	Q1 2016
XOMExxonMobil Holdings Corp	$102M	1.50%	0.02%	-5.7%	Q1 2016
PANWPalo Alto Networks Inc	$102M	1.49%	0.04%	-15.8%	Q2 2023
GEVGE Vernova Inc.	$101M	1.49%	0.03%	-1.5%	Q2 2024
SPGSimon Property Group Inc.	$92.3M	1.36%	5158.61%	-0.6%	Q1 2021
VZVerizon Communications Inc	$86.2M	1.27%	0.05%	+0.8%	Q1 2016
ENBEnbridge Inc	$80.6M	1.19%	0.07%	+16.5%	Q1 2022
KOCoca Cola Co	$74.1M	1.09%	0.02%	+0.2%	Q1 2016
ROKRockwell Automation, Inc	$74.1M	1.09%	0.13%	+1.4%	Q1 2021
TXNTexas Instruments Inc	$70.9M	1.04%	0.03%	-1.6%	Q4 2016
GLWCorning Inc	$69.8M	1.03%	0.03%	-14.2%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$69.5M	1.02%	Not reported	+39.4%	Q4 2016
SYKStryker Corp	$64.6M	0.95%	0.05%	+14.4%	Q2 2020
BABoeing Co	$62.4M	0.92%	0.04%	+0.2%	Q2 2017
ORealty Income Corp	$62M	0.91%	0.11%	+19.8%	Q2 2025
BRK.BBerkshire Hathaway Inc	$58.2M	0.86%	Not reported	+3.2%	Q1 2016
MDTMedtronic plc	$57.9M	0.85%	0.06%	+16.8%	Q1 2024
CSCOCisco Systems, Inc.	$57.6M	0.85%	0.01%	-46.9%	Q1 2016
TSLATesla, Inc.	$52.7M	0.78%	0.00%	-2.6%	Q2 2020
CCJCameco Corp	$52.6M	0.77%	0.12%	-0.8%	Q1 2023
JBLJabil Inc	$52.3M	0.77%	0.13%	New	Q2 2026
VVisa Inc.	$50.1M	0.74%	0.01%	-0.5%	Q1 2016
ISRGIntuitive Surgical Inc	$49.4M	0.73%	0.04%	+0.9%	Q2 2020
RIORio Tinto PLC	$49.2M	0.72%	0.04%	-2.2%	Q2 2021
ECLEcolab Inc.	$49M	0.72%	0.06%	+0.5%	Q4 2022
PGPROCTER & GAMBLE Co	$46.9M	0.69%	0.01%	-1.2%	Q1 2016
HONHoneywell International Inc	$45.8M	0.67%	0.06%	+23.5%	Q2 2020
HONAHoneywell Aerospace Inc.	$44.9M	0.66%	Not reported	+22.7%	Q2 2026
VLTOVeralto Corp	$44.4M	0.65%	0.20%	+2.5%	Q3 2023
MELIMercadolibre Inc	$44M	0.65%	0.05%	-1.1%	Q3 2023
DHRDanaher Corp	$43.9M	0.65%	0.03%	-0.4%	Q2 2020
WMWaste Management Inc	$43.8M	0.64%	0.05%	-0.9%	Q2 2020
BNBROOKFIELD Corp	$43M	0.63%	Not reported	-1.1%	Q4 2022
PFEPfizer Inc	$42.6M	0.63%	0.03%	-2.9%	Q1 2016
HDHome Depot, Inc.	$41.9M	0.62%	0.01%	+0.6%	Q1 2016
LMTLockheed Martin Corp	$41.2M	0.61%	0.04%	+21.6%	Q1 2016
UBERUber Technologies, Inc	$40.3M	0.59%	0.03%	+42.7%	Q1 2021

Q1 2026Reported Apr 27, 2026270 positions
PEPPepsico Inc	$345M	5.55%	0.16%	Not reported	Q1 2016
NVDANvidia Corp	$258M	4.14%	0.01%	Not reported	Q2 2020
AAPLApple Inc.	$223M	3.58%	0.01%	Not reported	Q1 2016
MSFTMicrosoft Corp	$185M	2.97%	0.01%	Not reported	Q1 2016
JPMJPMorgan Chase & Co	$167M	2.68%	0.02%	Not reported	Q1 2016
AMZNAmazon Com Inc	$160M	2.58%	0.01%	Not reported	Q1 2016
GOOGAlphabet Inc.	$159M	2.55%	Not reported	Not reported	Q1 2016
WMBWilliams Companies, Inc.	$146M	2.35%	0.16%	Not reported	Q1 2016
XOMExxonMobil Holdings Corp	$134M	2.16%	0.02%	Not reported	Q1 2016
CVXChevron Corp	$134M	2.15%	0.03%	Not reported	Q1 2016
AMATApplied Materials Inc	$129M	2.07%	0.05%	Not reported	Q2 2020
VZVerizon Communications Inc	$101M	1.63%	0.05%	Not reported	Q1 2016
SOSouthern Co	$100M	1.61%	0.09%	Not reported	Q1 2016
ABBVAbbVie Inc.	$87.4M	1.41%	0.02%	Not reported	Q1 2016
MSMorgan Stanley	$83.8M	1.35%	0.03%	Not reported	Q1 2021
SPGSimon Property Group Inc.	$77.4M	1.25%	5190.14%	Not reported	Q1 2021
GEVGE Vernova Inc.	$76.3M	1.23%	0.03%	Not reported	Q2 2024
HONHoneywell International Inc	$74.9M	1.20%	0.05%	Not reported	Q2 2020
CSCOCisco Systems, Inc.	$71.5M	1.15%	0.02%	Not reported	Q1 2016
KOCoca Cola Co	$69.2M	1.11%	0.02%	Not reported	Q1 2016
ENBEnbridge Inc	$69.1M	1.11%	0.06%	Not reported	Q1 2022
IBMInternational Business Machines Corp	$60.3M	0.97%	0.03%	Not reported	Q1 2016
SYKStryker Corp	$59M	0.95%	0.05%	Not reported	Q2 2020
BABoeing Co	$57.3M	0.92%	0.04%	Not reported	Q2 2017
ISRGIntuitive Surgical Inc	$56.8M	0.91%	0.03%	Not reported	Q2 2020
PANWPalo Alto Networks Inc	$56.7M	0.91%	0.04%	Not reported	Q2 2023
CCJCameco Corp	$56.5M	0.91%	0.12%	Not reported	Q1 2023
EQTEQT Corp	$55M	0.88%	0.14%	Not reported	Q3 2024
MDTMedtronic plc	$54.9M	0.88%	0.05%	Not reported	Q1 2024
BRK.BBerkshire Hathaway Inc	$54M	0.87%	Not reported	Not reported	Q1 2016
ROKRockwell Automation, Inc	$52.9M	0.85%	0.13%	Not reported	Q1 2021
PFEPfizer Inc	$51.2M	0.82%	0.03%	Not reported	Q1 2016
ORealty Income Corp	$51.1M	0.82%	0.09%	Not reported	Q2 2025
RIORio Tinto PLC	$49.4M	0.79%	0.04%	Not reported	Q2 2021
TSLATesla, Inc.	$47.8M	0.77%	0.00%	Not reported	Q2 2020
TXNTexas Instruments Inc	$46.9M	0.75%	0.03%	Not reported	Q4 2016
PGPROCTER & GAMBLE Co	$46.8M	0.75%	0.01%	Not reported	Q1 2016
ECLEcolab Inc.	$46.6M	0.75%	0.06%	Not reported	Q4 2022
WMWaste Management Inc	$45.5M	0.73%	0.05%	Not reported	Q2 2020
MELIMercadolibre Inc	$45.4M	0.73%	0.05%	Not reported	Q3 2023
PRUPrudential Financial Inc	$44.9M	0.72%	0.13%	Not reported	Q4 2022
VVisa Inc.	$44.3M	0.71%	0.01%	Not reported	Q1 2016
DHRDanaher Corp	$43.9M	0.71%	0.03%	Not reported	Q2 2020
SPYSPDR S&P 500 ETF Trust	$43.4M	0.70%	Not reported	Not reported	Q4 2016
GLWCorning Inc	$43.3M	0.70%	0.04%	Not reported	Q2 2024
VLTOVeralto Corp	$43.2M	0.69%	0.20%	Not reported	Q3 2023
BNBROOKFIELD Corp	$41.3M	0.66%	Not reported	Not reported	Q4 2022
LMTLockheed Martin Corp	$40.2M	0.65%	0.03%	Not reported	Q1 2016
CEGConstellation Energy Corp	$39.8M	0.64%	0.04%	Not reported	Q3 2023
HDHome Depot, Inc.	$38.8M	0.62%	0.01%	Not reported	Q1 2016

Q2 2025Reported Jul 22, 2025254 positions
PEPPepsico Inc	$292M	5.23%	0.16%	Not reported	Q1 2016
MSFTMicrosoft Corp	$261M	4.69%	0.01%	Not reported	Q1 2016
NVDANvidia Corp	$192M	3.44%	0.01%	Not reported	Q2 2020
AMZNAmazon Com Inc	$162M	2.90%	0.01%	Not reported	Q1 2016
JPMJPMorgan Chase & Co	$155M	2.79%	0.02%	Not reported	Q1 2016
AAPLApple Inc.	$148M	2.66%	0.00%	Not reported	Q1 2016
WMBWilliams Companies, Inc.	$144M	2.58%	0.19%	Not reported	Q1 2016
GOOGAlphabet Inc.	$98.1M	1.76%	Not reported	Not reported	Q1 2016
SOSouthern Co	$85.3M	1.53%	0.08%	Not reported	Q1 2016
CVXChevron Corp	$83.1M	1.49%	0.03%	Not reported	Q1 2016
XOMExxonMobil Holdings Corp	$79.5M	1.43%	0.02%	Not reported	Q1 2016
ACNAccenture plc	$72.8M	1.31%	0.04%	Not reported	Q2 2020
BRK.BBerkshire Hathaway Inc	$72.3M	1.30%	Not reported	Not reported	Q1 2016
MSMorgan Stanley	$70.9M	1.27%	0.03%	Not reported	Q1 2021
AMATApplied Materials Inc	$70.9M	1.27%	0.05%	Not reported	Q2 2020
HONHoneywell International Inc	$68.6M	1.23%	0.09%	Not reported	Q2 2020
ISRGIntuitive Surgical Inc	$66.7M	1.20%	0.03%	Not reported	Q2 2020
IBMInternational Business Machines Corp	$65.9M	1.18%	0.02%	Not reported	Q1 2016
ABBVAbbVie Inc.	$64.4M	1.16%	0.02%	Not reported	Q1 2016
GEVGE Vernova Inc.	$64.3M	1.15%	0.04%	Not reported	Q2 2024
CEGConstellation Energy Corp	$63.5M	1.14%	0.06%	Not reported	Q3 2023
SPGSimon Property Group Inc.	$63.3M	1.14%	4921.95%	Not reported	Q1 2021
SYKStryker Corp	$61.3M	1.10%	0.04%	Not reported	Q2 2020
DASHDoorDash, Inc.	$59.1M	1.06%	Not reported	Not reported	Q2 2022
SPYSPDR S&P 500 ETF Trust	$58.7M	1.05%	Not reported	Not reported	Q4 2016
CCJCameco Corp	$56.3M	1.01%	0.17%	Not reported	Q1 2023
VZVerizon Communications Inc	$55.3M	0.99%	0.03%	Not reported	Q1 2016
EQTEQT Corp	$55M	0.99%	0.16%	Not reported	Q3 2024
CSCOCisco Systems, Inc.	$53.8M	0.96%	0.02%	Not reported	Q1 2016
PGPROCTER & GAMBLE Co	$53.5M	0.96%	0.01%	Not reported	Q1 2016
PANWPalo Alto Networks Inc	$52.4M	0.94%	0.04%	Not reported	Q2 2023
KOCoca Cola Co	$50.7M	0.91%	0.02%	Not reported	Q1 2016
BNBROOKFIELD Corp	$50.2M	0.90%	Not reported	Not reported	Q4 2022
AVGOBroadcom Inc.	$48.7M	0.87%	0.00%	Not reported	Q2 2020
VVisa Inc.	$48.2M	0.87%	0.01%	Not reported	Q1 2016
BABoeing Co	$46.6M	0.84%	0.03%	Not reported	Q2 2017
SESea Ltd	$43.8M	0.79%	0.16%	Not reported	Q1 2021
FCXFreeport-Mcmoran Inc	$43.3M	0.78%	0.07%	Not reported	Q2 2021
MELIMercadolibre Inc	$42.2M	0.76%	0.03%	Not reported	Q3 2023
ECLEcolab Inc.	$41.3M	0.74%	0.05%	Not reported	Q4 2022
MDTMedtronic plc	$41.2M	0.74%	0.04%	Not reported	Q1 2024
ENBEnbridge Inc	$40.8M	0.73%	0.04%	Not reported	Q1 2022
TMOThermo Fisher Scientific Inc.	$40.6M	0.73%	0.03%	Not reported	Q2 2020
WMWaste Management Inc	$40.6M	0.73%	0.04%	Not reported	Q2 2020
PAYXPaychex Inc	$40.4M	0.73%	0.08%	Not reported	Q2 2020
GLWCorning Inc	$39.8M	0.71%	0.09%	Not reported	Q2 2024
ULUnilever PLC	$39.8M	0.71%	0.03%	Not reported	Q1 2016
TXNTexas Instruments Inc	$39.8M	0.71%	0.02%	Not reported	Q4 2016
VLTOVeralto Corp	$36.2M	0.65%	0.14%	Not reported	Q3 2023
DHRDanaher Corp	$34.4M	0.62%	0.02%	Not reported	Q2 2020

Q4 2024Reported Jan 29, 2025237 positions
PEPPepsico Inc	$268M	5.34%	0.13%	-0.2%	Q1 2016
MSFTMicrosoft Corp	$217M	4.33%	0.01%	+0.4%	Q1 2016
AAPLApple Inc.	$178M	3.55%	0.00%	+1.3%	Q1 2016
NVDANvidia Corp	$153M	3.05%	0.00%	+1.0%	Q2 2020
AMZNAmazon Com Inc	$152M	3.02%	0.01%	+1.2%	Q1 2016
WMBWilliams Companies, Inc.	$125M	2.48%	0.19%	-0.3%	Q1 2016
JPMJPMorgan Chase & Co	$117M	2.34%	0.02%	+0.9%	Q1 2016
ACNAccenture plc	$97.7M	1.95%	0.04%	+0.8%	Q2 2020
GOOGAlphabet Inc.	$95.4M	1.90%	Not reported	+1.5%	Q1 2016
CVXChevron Corp	$82.2M	1.64%	0.03%	-0.6%	Q1 2016
XOMExxonMobil Holdings Corp	$76.1M	1.52%	0.02%	+0.7%	Q1 2016
SOSouthern Co	$73.3M	1.46%	0.08%	+1.8%	Q1 2016
ISRGIntuitive Surgical Inc	$67.7M	1.35%	0.04%	+1.5%	Q2 2020
BRK.BBerkshire Hathaway Inc	$63.6M	1.27%	Not reported	+8.0%	Q1 2016
SPYSPDR S&P 500 ETF Trust	$63.1M	1.26%	Not reported	+1.2%	Q4 2016
IBMInternational Business Machines Corp	$62M	1.23%	0.03%	+0.4%	Q1 2016
MSMorgan Stanley	$61.8M	1.23%	0.03%	+1.4%	Q1 2021
ABBVAbbVie Inc.	$59.5M	1.19%	0.02%	+1.6%	Q1 2016
HONHoneywell International Inc	$59.3M	1.18%	0.04%	-0.9%	Q2 2020
GEVGE Vernova Inc.	$55.7M	1.11%	0.06%	-20.3%	Q2 2024
SPGSimon Property Group Inc.	$55.1M	1.10%	4002.95%	+2.2%	Q1 2021
PGPROCTER & GAMBLE Co	$54.1M	1.08%	0.01%	+2.6%	Q1 2016
SYKStryker Corp	$52.6M	1.05%	0.04%	+1.4%	Q2 2020
CEGConstellation Energy Corp	$51.8M	1.03%	0.07%	-21.3%	Q3 2023
TMOThermo Fisher Scientific Inc.	$51.8M	1.03%	0.03%	-0.4%	Q2 2020
VVisa Inc.	$50M	1.00%	0.01%	-0.3%	Q1 2016
CCJCameco Corp	$48.5M	0.97%	0.22%	+14.9%	Q1 2023
DHRDanaher Corp	$47.3M	0.94%	0.03%	-3.5%	Q2 2020
AMATApplied Materials Inc	$46.9M	0.93%	0.04%	+2.6%	Q2 2020
LMTLockheed Martin Corp	$45.5M	0.91%	0.04%	-0.7%	Q1 2016
BNBROOKFIELD Corp	$44.5M	0.89%	Not reported	-0.1%	Q4 2022
AVGOBroadcom Inc.	$44.2M	0.88%	0.00%	-0.1%	Q2 2020
CSCOCisco Systems, Inc.	$43.6M	0.87%	0.02%	+1.1%	Q1 2016
DASHDoorDash, Inc.	$42.2M	0.84%	Not reported	+23.4%	Q2 2022
VZVerizon Communications Inc	$41M	0.82%	0.02%	+16.5%	Q1 2016
EQTEQT Corp	$40.8M	0.81%	0.15%	+28.4%	Q3 2024
TXNTexas Instruments Inc	$38.8M	0.77%	0.02%	-1.0%	Q4 2016
PAYXPaychex Inc	$38.7M	0.77%	0.08%	+1.0%	Q2 2020
UNHUnitedhealth Group Inc	$38.4M	0.77%	0.01%	+13.8%	Q1 2016
HDHome Depot, Inc.	$38.4M	0.76%	0.01%	-1.3%	Q1 2016
BXBlackstone Inc.	$38.2M	0.76%	0.03%	-0.8%	Q2 2020
PFEPfizer Inc	$37M	0.74%	0.02%	-3.0%	Q1 2016
PANWPalo Alto Networks Inc	$36.1M	0.72%	0.03%	+4.2%	Q2 2023
KOCoca Cola Co	$34.7M	0.69%	0.01%	+0.7%	Q1 2016
ULUnilever PLC	$34.5M	0.69%	0.02%	+0.6%	Q1 2016
GLWCorning Inc	$34.3M	0.68%	0.08%	+2.6%	Q2 2024
VLTOVeralto Corp	$33.8M	0.67%	0.13%	+3.2%	Q3 2023
ECLEcolab Inc.	$33.2M	0.66%	0.05%	+4.1%	Q4 2022
ARCCAres Capital Corp	$32.4M	0.65%	0.22%	+2.9%	Q2 2020
WMWaste Management Inc	$32.1M	0.64%	0.04%	+3.0%	Q2 2020

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