account_balance
Investment manager · 13F filer · SEC CIK 860828
Capital Advisors Inc
Reported value$6.8Bas of Jun 30, 2026
Positions374 42 new, 25 sold out
Top 10 weight31.2%PEP alone is 4%
FiledJul 2323 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PEPPepsiCo Inc
4.4%
NVDANVIDIA Corp
4.4%
AAPLApple Inc.
3.8%
AMATApplied Materials Inc
3.4%Trimmed −14%
GOOGAlphabet Inc.
2.9%
AMZNAmazon.com Inc
2.8%Added +4%
JPMJPMorgan Chase & Co
2.7%
MSFTMicrosoft Corp
2.7%
WMBWilliams Companies, Inc.
2.2%
ACWIiShares Tr
1.8%
IBDUiShares Tr
1.8%
ABBVAbbVie Inc.
1.7%+11%
PEPPepsiCo Inc
4.4%
NVDANVIDIA Corp
4.4%
AAPLApple Inc.
3.8%
AMATApplied Materials Inc
3.4%−14%
GOOGAlphabet Inc.
2.9%
AMZNAmazon.com Inc
2.8%
JPMJPMorgan Chase & Co
2.7%
MSFTMicrosoft Corp
2.7%
WMBWilliams Companies, Inc.
2.2%
ACWI1.8%
IBDU
ABBVBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PEP PepsiCo Inc 4.4% HeldNVDA NVIDIA Corp 4.4% HeldAAPL Apple Inc. 3.8% HeldAMAT Applied Materials Inc 3.4% Trimmed −14%GOOG Alphabet Inc. 2.9% HeldAMZN Amazon.com Inc 2.8% Added +4%JPM JPMorgan Chase & Co 2.7% HeldMSFT Microsoft Corp 2.7% HeldWMB Williams Companies, Inc. 2.2% Held
ACWI iShares Tr 1.8% Held
IBDU iShares Tr 1.8% Held
ABBV AbbVie Inc. 1.7% Added +11%What changed
Biggest moves since Mar 31, 2026
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