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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
44
8
12
2
0
0
34
3
10
CAPITAL ADVISORS INC OK

Time Period2019-06-30

Total Holdings178

Total Value ($x1000)2,022,251
Activities
New56

Increased113

Unchanged5

Decreased4

Sold Out7

Top 10 Stock Holdingstotal 41.01%
PEP10.74

AAON8.16

XOM5.81

SCHB2.99

IBDR2.74

 
MSFT2.41

IBDQ2.24

TOTL2.14

IBDM1.97

IBDS1.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PEP
10.74%
COM
AAON
8.16%
COM PAR $0.004
XOM
5.81%
COM
SCHB
2.99%
US BRD MKT ETF
IBDR
2.74%
IBONDS DEC2026
MSFT
2.41%
COM
IBDQ
2.24%
IBND DEC25 ETF
TOTL
2.14%
SPDR TR TACTIC
IBDM
1.97%
IBND DEC21 ETF
IBDS
1.81%
IBONDS ETF
IBDP
1.71%
IBND DEC24 ETF
BP
1.7%
SPONSORED ADR
IBDN
1.66%
IBND DEC22 ETF
IEFA
1.53%
CORE MSCI EAFE
AAPL
1.51%
COM
PG
1.37%
COM
IBDO
1.27%
IBND DEC23 ETF
BAM
1.1%
CL A LTD VT SH
AMZN
1.08%
COM
V
1.07%
COM CL A
C
0.98%
COM NEW
IEMG
0.95%
CORE MSCI EMKT
WMB
0.93%
COM
LAMR
0.86%
CL A
VZ
0.86%
COM
AMAT
0.86%
COM
LEG
0.86%
COM
OKE
0.81%
COM
KO
0.81%
COM
ACN
0.8%
SHS CLASS A
RTN
0.77%
COM NEW
CSCO
0.75%
COM
JPM
0.74%
COM
GM
0.74%
COM
BLK
0.73%
COM
ETN
0.73%
SHS
PSA
0.72%
COM
VYM
0.72%
HIGH DIV YLD
SYK
0.71%
COM
GOOG
0.69%
CAP STK CL C
SO
0.69%
COM
BABA
0.68%
SPONSORED ADS
BFAM
0.68%
COM
VNQ
0.68%
REIT ETF
XBI
0.66%
S&P BIOTECH
DAL
0.66%
COM NEW
AIG
0.66%
COM NEW
UNH
0.65%
COM
IVW
0.65%
S&P 500 GRWT ETF
LMT
0.64%
COM
RWR
0.63%
DJ REIT ETF
DHR
0.62%
COM
TMO
0.61%
COM
INTU
0.6%
COM
PFE
0.59%
COM
HBC
0.59%
SPON ADR NEW
MPW
0.58%
COM
CAT
0.58%
COM
GNR
0.57%
GLB NAT RESRCE
VLY
0.56%
COM
GIS
0.56%
COM
PBCT
0.56%
COM
JNJ
0.54%
COM
BCE
0.54%
COM NEW
HR
0.52%
COM
IJR
0.52%
CORE S&P SCP ETF
WY
0.52%
COM
D
0.51%
COM
PTC
0.5%
COM
BXMT
0.49%
COM CL A
CNP
0.49%
COM
IJH
0.49%
CORE S&P MCP ETF
PYPL
0.48%
COM
CBRL
0.47%
COM
CIM
0.45%
COM NEW
GUNR
0.45%
MORNSTAR UPSTR
IVZ
0.44%
SHS
HYG
0.42%
IBOXX HI YD ETF
HDS
0.42%
COM
PK
0.4%
COM
TWO
0.38%
COM NEW
GEO
0.37%
COM
NRZ
0.33%
COM NEW
CRSP
0.27%
NAMEN AKT
ALB
0.23%
COM
IMTM
0.23%
INT DEV MOM FC
ISRG
0.22%
COM NEW
IVLU
0.21%
DEV VAL FACTOR
VWO
0.19%
FTSE EMR MKT ETF
SCHF
0.18%
INTL EQTY ETF
SCHC
0.18%
INTL SCEQT ETF
HD
0.18%
COM
VSS
0.17%
FTSE SMCAP ETF
COF
0.17%
COM
INTC
0.17%
COM
EDIT
0.17%
COM
IWF
0.15%
RUS 1000 GRW ETF
SPY
0.15%
TR UNIT
WMT
0.13%
COM
GMM
0.12%
EMERG MKTS ETF
ABT
0.12%
COM
YUM
0.1%
COM
ABBV
0.1%
COM
BAC
0.09%
COM
CXO
0.09%
COM
BRK.B
0.08%
CL B NEW
CVX
0.07%
COM
VBTX
0.07%
COM
COP
0.07%
COM
T
0.07%
COM
PSX
0.06%
COM
FITB
0.06%
COM
VOO
0.06%
SHS
CSX
0.06%
COM
GOOGL
0.06%
CAP STK CL A
PB
0.05%
COM
TWTR
0.05%
COM
BMY
0.05%
COM
YUMC
0.04%
COM
MMM
0.04%
COM
AMJ
0.04%
ALERIAN ML ETN
MCD
0.04%
COM
TXN
0.03%
COM
HP
0.03%
COM
EPD
0.03%
COM
MRK
0.03%
COM
ADP
0.03%
COM
MO
0.03%
COM
MMP
0.03%
COM UNIT RP LP
DUK
0.03%
COM NEW
PM
0.03%
COM
LRCX
0.03%
COM
IVE
0.03%
S&P 500 VAL ETF
ORCL
0.02%
COM
NOVT
0.02%
COM
AEP
0.02%
COM
TCBI
0.02%
COM
BND
0.02%
TOTAL BND MRKT
CVS
0.02%
COM
CLX
0.02%
COM
BA
0.02%
COM
IWB
0.02%
RUS 1000 ETF
CL
0.02%
COM
EEM
0.02%
MSCI EMG MKT ETF
DE
0.02%
COM
A
0.02%
COM
EMR
0.02%
COM
WEC
0.02%
COM
EW
0.02%
COM
SRE
0.02%
COM
EFA
0.01%
MSCI EAFE ETF
MMC
0.01%
COM
VTI
0.01%
TOTAL STK MKT
OGS
0.01%
COM
WPX
0.01%
COM
TMK
0.01%
COM
ENB
0.01%
COM
OPK
0.01%
COM
LUV
0.01%
COM
FB
0.01%
CL A
IBOC
0.01%
COM
DON
0.01%
MIDCAP DIVI FD
GE
0.01%
COM
FMBH
0.01%
COM
CLR
0.01%
COM
XLF
0.01%
SBI INT-FINL
JCI
0.01%
SHS
RDS/B
0.01%
SPON ADR B
TYL
0.01%
COM
IBDK
0.01%
IBND DEC19 ETF
SCHW
0.01%
COM
BSV
0.01%
SHORT TRM BOND
ETE
0.01%
COM UT LTD PTN
AMLP
0.01%
ALERIAN MLP
GLUU
< 0.01%
COM
MCEP
< 0.01%
COM UNIT REPST
TGB
< 0.01%
COM
KTOVW
< 0.01%
*W EXP 11/20/202
VGSH
1.59%
SHTRM GVT BD ETF
LH
0.65%
COM NEW
TEL
0.52%
REG SHS
WHR
0.3%
COM
CME
0.21%
COM
XEC
0.02%
COM
CNK
0.02%
COM