StockDriftsStockDriftsTop 50 Capital Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | 4.43% | 2.22M | $300.9M | -0.07%(-1.61K) | $117.57(+17.68%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.39% | 1.49M | $298.6M | +0.94%(+13.93K) | $55.72(+305.70%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.76% | 882.3K | $255.3M | +0.44%(+3.85K) | $104.95(+190.97%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 3.45% | 324.1K | $234.3M | -13.80%(-51.90K) | $122.36(+334.64%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.89% | 556.8K | $196.7M | +0.57%(+3.13K) | $90.46(+278.79%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.81% | 801.7K | $191.1M | +4.05%(+31.22K) | $122.19(+114.85%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.72% | 565.1K | $185.0M | -0.33%(-1.86K) | $144.62(+152.18%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.72% | 495.1K | $184.7M | -0.88%(-4.41K) | $181.09(+168.42%) | 2026-06-30 | |
| WMB | WILLIAMS COS INC | 2.19% | 2.00M | $148.6M | -0.60%(-12.11K) | $26.55(+179.82%) | 2026-06-30 | |
| ACWI | ISHARES TR | 1.84% | 798.3K | $125.3M | +0.71%(+5.62K) | $108.42(+49.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.75% | +43.32% | +8.84% | +52.76% |
| Top 20 Holdings Unweighted | +15.42% | +53.77% | +9.56% | +57.83% |
Capital Advisors INC reports $6.80B in US-listed equity holdings across 374 positions in its most recent 13F filing. Its largest disclosed positions are PEP (4.4%), NVDA (4.4%) and AAPL (3.8%). The top 20 holdings account for 46.61% of reported assets. Its disclosed equity book has returned +43.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Capital Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 860828). View Capital Advisors INC’s 13F filings on SEC