CAPITAL ADVISORS INC/OK
Institutional InvestorSimilar funds →SEC EDGAR: CIK 860828
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$6.8B
Holdings
374
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CAPITAL ADVISORS INC/OK disclosed 374 positions worth $6.8B in its Form 13F-HR for Q2 2026, led by $PEP (PEPSICO INC) at 4.4% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 41 new positions and exited 25. The portfolio is most concentrated in Technology (28.7% of disclosed assets). All figures are sourced directly from CAPITAL ADVISORS INC/OK’s Form 13F-HR filing with the SEC under CIK 860828.
AI Fund Analysis
Stable
$PEP4.4% weight
Held 7 quarters
$NVDA4.4% weight
Held 7 quarters
$AAPL3.8% weight
Held 7 quarters
$AMAT3.5% weight
Held 7 quarters
$GOOG2.9% weight
Held 7 quarters
$AAPL7 quarters accumulating
ISHARES TR - IBONDS DEC 29
7 quarters accumulating
$SO7 quarters accumulating
ISHARES TR - IBDS DEC28 ET
7 quarters accumulating
$VZ7 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsEnergyConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 63.4#618
Quality
$300.9M2,222,392 sh - 85.9#5
Quality
$298.6M1,492,098 sh - 76.4#84
Quality
$255.3M882,325 sh - 72.3
Quality
$234.3M324,097 sh - 78.2
Quality
$196.7M556,778 sh - 68.7
Quality
$191.1M801,711 sh - 70.7
Quality
$185.0M565,120 sh - 79.8
Quality
$184.7M495,061 sh - 64.3
Quality
$148.6M1,999,420 sh ISHARES TR - MSCI ACWI ETF
—Quality
$125.3M798,281 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PEPSICO INC$PEP | 63.4#618 | $300.9M | 2,222,392 |
| NVIDIA CORP$NVDA | 85.9#5 | $298.6M | 1,492,098 |
| Apple Inc.$AAPL | 76.4#84 | $255.3M | 882,325 |
| APPLIED MATERIALS INC /DE$AMAT | 72.3 | $234.3M | 324,097 |
 Alphabet Inc.$GOOGL | 78.2 | $196.7M | 556,778 |
 AMAZON COM INC$AMZN | 68.7 | $191.1M | 801,711 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $185.0M | 565,120 |
 MICROSOFT CORP$MSFT | 79.8 | $184.7M | 495,061 |
 WILLIAMS COMPANIES, INC.$WMB | 64.3 | $148.6M | 1,999,420 |
| ISHARES TR - MSCI ACWI ETF | — | $125.3M | 798,281 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CAPITAL ADVISORS INC/OK's 374 positions.
Showing top 10 of 374 holdings.
Sector Allocation
Technology
$1.9B
Other
$1.4B
Financials
$513.9M
Industrials
$490.1M
Energy
$470.1M
Consumer Staples
$447.0M
Healthcare
$358.6M
Materials
$331.3M
Full Holdings — CAPITAL ADVISORS INC/OK (Q2 2026)
All 374 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PEP | PEPSICO INC | $300.9M | 4.4% | -0% | 63.4 |
| 2 | $NVDA | NVIDIA CORP | $298.6M | 4.4% | +1% | 85.9 |
| 3 | $AAPL | Apple Inc. | $255.3M | 3.8% | +0% | 76.4 |
| 4 | $AMAT | APPLIED MATERIALS INC /DE | $234.3M | 3.5% | -14% | 72.3 |
| 5 | $GOOGL | Alphabet Inc. | $196.7M | 2.9% | +1% | 78.2 |
| 6 | $AMZN | AMAZON COM INC | $191.1M | 2.8% | +4% | 68.7 |
| 7 | $JPM | JPMORGAN CHASE & CO | $185.0M | 2.7% | -0% | 70.7 |
| 8 | $MSFT | MICROSOFT CORP | $184.7M | 2.7% | -1% | 79.8 |
| 9 | $WMB | WILLIAMS COMPANIES, INC. | $148.6M | 2.2% | -1% | 64.3 |
| 10 | — | ISHARES TR - MSCI ACWI ETF | $125.3M | 1.8% | +1% | — |
| 11 | — | ISHARES TR - IBONDS DEC 29 | $119.0M | 1.8% | +1% | — |
| 12 |  $ABBV | AbbVie Inc. | $112.5M | 1.7% | +11% | 72.6 |
| 13 | $SO | SOUTHERN CO | $109.0M | 1.6% | +10% | 62 |
| 14 |  $MS | MORGAN STANLEY | $104.8M | 1.5% | -2% | 75.8 |
| 15 |  $CVX | CHEVRON CORP | $103.5M | 1.5% | -3% | 62.8 |
| 16 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $102.2M | 1.5% | +46% | 70 |
| 17 |  $XOM.R34088 | EXXON MOBIL CORP | $102.0M | 1.5% | -6% | 57.9 |
| 18 |  $PANW | Palo Alto Networks Inc | $101.6M | 1.5% | -16% | 65.5 |
| 19 |  $GEV | GE Vernova Inc. | $101.1M | 1.5% | -2% | 81.1 |
| 20 |  $SPG | SIMON PROPERTY GROUP INC. | $92.3M | 1.4% | -1% | 76.7 |
| 21 | — | ISHARES TR - IBDS DEC28 ETF | $90.2M | 1.3% | +1% | — |
| 22 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $88.1M | 1.3% | NEW | — |
| 23 | $VZ | VERIZON COMMUNICATIONS INC | $86.2M | 1.3% | +1% | 65.8 |
| 24 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $85.6M | 1.3% | -0% | — |
| 25 |  $ENB | ENBRIDGE INC | $80.6M | 1.2% | +16% | 66.7 |
| 26 |  $KO | COCA COLA CO | $74.1M | 1.1% | +0% | 69.5 |
| 27 |  $ROK | ROCKWELL AUTOMATION, INC | $74.1M | 1.1% | +1% | 63.6 |
| 28 | — | ISHARES TR - IBONDS DEC 2032 | $71.1M | 1.1% | +1% | — |
| 29 | — | ISHARES TR - IBONDS DEC 2030 | $70.9M | 1.0% | +1% | — |
| 30 |  $TXN | TEXAS INSTRUMENTS INC | $70.9M | 1.0% | -2% | 73.4 |
| 31 | — | ISHARES TR - IBONDS DEC 2031 | $70.2M | 1.0% | +1% | — |
| 32 |  $GLW | CORNING INC /NY | $69.8M | 1.0% | -14% | 73.7 |
| 33 |  $SPY | SPDR S&P 500 ETF TRUST | $69.5M | 1.0% | +39% | — |
| 34 | — | SPDR SERIES TRUST - ST INTER BD ETF | $66.3M | 1.0% | +14% | — |
| 35 |  $SYK | STRYKER CORP | $64.6M | 0.9% | +14% | 72.1 |
| 36 |  $BA | BOEING CO | $62.4M | 0.9% | +0% | 61.6 |
| 37 |  $O | REALTY INCOME CORP | $62.0M | 0.9% | +20% | 73.7 |
| 38 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $61.1M | 0.9% | +24% | — |
| 39 |  $BRK.B | BERKSHIRE HATHAWAY INC | $58.2M | 0.9% | +3% | 73.8 |
| 40 |  $MDT | Medtronic plc | $57.9M | 0.8% | +17% | 68.7 |
| 41 |  $CSCO | CISCO SYSTEMS, INC. | $57.6M | 0.8% | -47% | 70.3 |
| 42 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $54.0M | 0.8% | -2% | — |
| 43 |  $TSLA | Tesla, Inc. | $52.7M | 0.8% | -3% | 53.9 |
| 44 |  $CCJ | CAMECO CORP | $52.6M | 0.8% | -1% | — |
| 45 |  $JBL | JABIL INC | $52.3M | 0.8% | NEW | 57.4 |
| 46 |  $V | VISA INC. | $50.1M | 0.7% | -0% | 82.9 |
| 47 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $49.8M | 0.7% | +0% | — |
| 48 |  $ISRG | INTUITIVE SURGICAL INC | $49.4M | 0.7% | +1% | 79.9 |
| 49 |  $RIO | RIO TINTO PLC | $49.2M | 0.7% | -2% | — |
| 50 |  $ECL | ECOLAB INC. | $49.0M | 0.7% | +0% | 63.3 |
| 51 | — | ISHARES TR - IBONDS DEC 2033 | $48.9M | 0.7% | NEW | — |
| 52 | — | JANUS DETROIT STR TR - HENDERSON MTG | $47.1M | 0.7% | -2% | — |
| 53 |  $PG | PROCTER & GAMBLE Co | $46.9M | 0.7% | -1% | 64.6 |
| 54 |  $HON | HONEYWELL INTERNATIONAL INC | $45.8M | 0.7% | -38% | 65 |
| 55 |  $HONA | Honeywell Aerospace Inc. | $44.9M | 0.7% | NEW | — |
| 56 |  $VLTO | Veralto Corp | $44.4M | 0.7% | +2% | 65.5 |
| 57 |  $MELI | MERCADOLIBRE INC | $44.0M | 0.7% | -1% | 80.2 |
| 58 |  $DHR | DANAHER CORP /DE/ | $43.9M | 0.7% | -0% | 64.8 |
| 59 |  $WM | WASTE MANAGEMENT INC | $43.8M | 0.6% | -1% | 67.6 |
| 60 |  $BN | BROOKFIELD Corp /ON/ | $43.0M | 0.6% | -1% | — |
| 61 |  $PFE | PFIZER INC | $42.6M | 0.6% | -3% | 62 |
| 62 |  $HD | HOME DEPOT, INC. | $41.9M | 0.6% | +1% | 60.3 |
| 63 |  $LMT | LOCKHEED MARTIN CORP | $41.2M | 0.6% | +22% | 65.6 |
| 64 |  $UBER | Uber Technologies, Inc | $40.3M | 0.6% | +43% | 73.5 |
| 65 |  $BX | Blackstone Inc. | $39.7M | 0.6% | +35% | 74.4 |
| 66 |  $FCX | FREEPORT-MCMORAN INC | $39.0M | 0.6% | +0% | 62 |
| 67 |  $UL | UNILEVER PLC | $37.8M | 0.6% | -1% | — |
| 68 |  $DASH | DoorDash, Inc. | $37.5M | 0.6% | -1% | 71 |
| 69 |  $CEG | Constellation Energy Corp | $35.3M | 0.5% | -0% | 59.4 |
| 70 | — | ISHARES TR - CORE S&P SCP ETF | $35.0M | 0.5% | -0% | — |
| 71 |  $MOG-A | MOOG INC. | $33.8M | 0.5% | +39% | 65.1 |
| 72 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $33.0M | 0.5% | +87% | — |
| 73 |  $PFH | PRUDENTIAL FINANCIAL INC | $32.3M | 0.5% | -35% | 58.7 |
| 74 | — | ISHARES TR - MSCI INTL VLU FT | $32.1M | 0.5% | +91% | — |
| 75 |  $SCCO | SOUTHERN COPPER CORP/ | $31.8M | 0.5% | +1% | 83.1 |
| 76 |  $ABNB | Airbnb, Inc. | $31.0M | 0.5% | +1% | 71 |
| 77 |  $PAYX | PAYCHEX INC | $29.7M | 0.4% | +2% | 74.6 |
| 78 |  $WSO | WATSCO INC | $29.5M | 0.4% | -0% | 51.5 |
| 79 |  $ARCC | ARES CAPITAL CORP | $29.2M | 0.4% | -0% | — |
| 80 |  $SE | Sea Ltd | $28.4M | 0.4% | +1% | — |
| 81 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $20.0M | 0.3% | +93% | — |
| 82 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | $19.9M | 0.3% | NEW | — |
| 83 |  $GIS | GENERAL MILLS INC | $19.7M | 0.3% | -1% | 50.7 |
| 84 |  $IONQ | IonQ, Inc. | $18.6M | 0.3% | +1% | 30.2 |
| 85 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $17.7M | 0.3% | +0% | — |
| 86 |  $LRCX | LAM RESEARCH CORP | $17.5M | 0.3% | +0% | 79.4 |
| 87 | — | VANGUARD INDEX FDS - SMALL CP ETF | $15.0M | 0.2% | -1% | — |
| 88 |  $EMR | EMERSON ELECTRIC CO | $12.6M | 0.2% | +0% | 65.3 |
| 89 | $GOOG | Alphabet Inc. | $12.4M | 0.2% | -1% | 78.2 |
| 90 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $12.1M | 0.2% | +1% | — |
| 91 |  $QNT | Quantinuum Inc. | $11.5M | 0.2% | NEW | — |
| 92 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $10.9M | 0.2% | NEW | — |
| 93 |  $META | Meta Platforms, Inc. | $10.8M | 0.2% | -22% | 79.6 |
| 94 | — | SPDR SERIES TRUST - ST STR DOW REIT | $10.6M | 0.2% | NEW | — |
| 95 |  $OKE | ONEOK INC /NEW/ | $9.6M | 0.1% | -4% | 71.7 |
| 96 | — | ISHARES TR - S&P 500 GRWT ETF | $9.1M | 0.1% | -0% | — |
| 97 |  $AVGO | Broadcom Inc. | $8.5M | 0.1% | +0% | 84.5 |
| 98 |  $IAU | ISHARES GOLD TRUST | $7.9M | 0.1% | +7% | — |
| 99 |  $WMT | Walmart Inc. | $7.7M | 0.1% | -0% | 60.2 |
| 100 |  $AMD | ADVANCED MICRO DEVICES INC | $7.6M | 0.1% | -3% | 79.8 |
| 101 |  $LLY | ELI LILLY & Co | $7.5M | 0.1% | +2% | 87.5 |
| 102 | — | VANGUARD WORLD FD - INF TECH ETF | $6.1M | 0.1% | +700% | — |
| 103 |  $BRK.A | BERKSHIRE HATHAWAY INC | $6.0M | 0.1% | +0% | 73.8 |
| 104 |  $JNJ | JOHNSON & JOHNSON | $5.7M | 0.1% | +1% | 69 |
| 105 |  $NFLX | NETFLIX INC | $5.3M | 0.1% | -12% | 78.8 |
| 106 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $5.2M | 0.1% | -3% | 61.4 |
| 107 | — | ISHARES TR - CORE S&P MCP ETF | $5.2M | 0.1% | -1% | — |
| 108 |  $CAT | CATERPILLAR INC | $4.9M | 0.1% | +6% | 66.5 |
| 109 |  $AAON | AAON, INC. | $4.6M | 0.1% | +1% | 56.4 |
| 110 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.5M | 0.1% | -5% | 66.2 |
| 111 |  $ORCL | ORACLE CORP | $4.3M | 0.1% | -2% | 66.2 |
| 112 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $4.1M | 0.1% | -4% | — |
| 113 |  $RTX | RTX Corp | $3.9M | 0.1% | -4% | 73.2 |
| 114 |  $UNH | UNITEDHEALTH GROUP INC | $3.6M | 0.1% | +9% | 62.7 |
| 115 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.6M | 0.1% | -2% | — |
| 116 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $3.5M | 0.1% | +1% | — |
| 117 | — | ISHARES TR - CORE S&P500 ETF | $3.3M | 0.1% | +2% | — |
| 118 |  $COP | CONOCOPHILLIPS | $3.2M | 0.1% | -3% | 70.2 |
| 119 |  $PLTR | Palantir Technologies Inc. | $3.1M | 0.1% | -1% | 84.6 |
| 120 |  $YUM | YUM BRANDS INC | $3.1M | 0.1% | +0% | 73.7 |
| 121 |  $ABT | ABBOTT LABORATORIES | $3.0M | 0.0% | -0% | 65.5 |
| 122 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.9M | 0.0% | -1% | — |
| 123 |  $SCHW | SCHWAB CHARLES CORP | $2.8M | 0.0% | -3% | 79.4 |
| 124 |  $CRWD | CrowdStrike Holdings, Inc. | $2.8M | 0.0% | -11% | 67.7 |
| 125 |  $PSX | Phillips 66 | $2.7M | 0.0% | +0% | 57.8 |
| 126 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.7M | 0.0% | -28% | — |
| 127 |  $FITB | FIFTH THIRD BANCORP | $2.6M | 0.0% | +0% | 63.2 |
| 128 |  $ARLP | ALLIANCE RESOURCE PARTNERS LP | $2.4M | 0.0% | -1% | 50.8 |
| 129 |  $MMM | 3M CO | $2.3M | 0.0% | -2% | 64.9 |
| 130 |  $VLO | VALERO ENERGY CORP/TX | $2.3M | 0.0% | -4% | 57.8 |
| 131 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $2.3M | 0.0% | -2% | — |
| 132 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.3M | 0.0% | -1% | — |
| 133 |  $GE | GENERAL ELECTRIC CO | $2.2M | 0.0% | -5% | 73.8 |
| 134 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.1M | 0.0% | -1% | 67.6 |
| 135 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.1M | 0.0% | -1% | — |
| 136 |  $SLV | iShares Silver Trust | $2.0M | 0.0% | -1% | — |
| 137 |  $NXPI | NXP Semiconductors N.V. | $2.0M | 0.0% | -17% | — |
| 138 |  $MCD | MCDONALDS CORP | $1.9M | 0.0% | +3% | 69 |
| 139 | — | ISHARES TR - RUSSELL 2000 ETF | $1.8M | 0.0% | +8% | — |
| 140 |  $STX | Seagate Technology Holdings plc | $1.8M | 0.0% | +10% | — |
| 141 |  $SHOP | SHOPIFY INC. | $1.7M | 0.0% | -4% | 64.9 |
| 142 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $1.7M | 0.0% | +0% | — |
| 143 |  $GLD | SPDR GOLD TRUST | $1.6M | 0.0% | -12% | — |
| 144 |  $GD | GENERAL DYNAMICS CORP | $1.6M | 0.0% | +1% | 68.7 |
| 145 |  $ET | Energy Transfer LP | $1.6M | 0.0% | -12% | 64.4 |
| 146 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.6M | 0.0% | -1% | — |
| 147 |  $CVS | CVS HEALTH Corp | $1.6M | 0.0% | +2% | 59.4 |
| 148 |  $MPC | Marathon Petroleum Corp | $1.4M | 0.0% | -5% | 61 |
| 149 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.4M | 0.0% | -0% | — |
| 150 |  $CXW | CoreCivic, Inc. | $1.4M | 0.0% | NEW | 57.1 |
| 151 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.4M | 0.0% | -8% | — |
| 152 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.4M | 0.0% | -2% | 70.4 |
| 153 | — | SPDR SERIES TRUST - ST STR SP DIV | $1.4M | 0.0% | +0% | — |
| 154 |  $MO | ALTRIA GROUP, INC. | $1.4M | 0.0% | -1% | 67.4 |
| 155 |  $DVN | DEVON ENERGY CORP/DE | $1.3M | 0.0% | +15% | 74.8 |
| 156 |  $MRK | Merck & Co., Inc. | $1.3M | 0.0% | +0% | 59.9 |
| 157 |  $PM | Philip Morris International Inc. | $1.3M | 0.0% | +2% | 75.9 |
| 158 |  $APP | AppLovin Corp | $1.2M | 0.0% | +1% | 84.4 |
| 159 |  $NVO | NOVO NORDISK A S | $1.2M | 0.0% | +5% | — |
| 160 | — | ISHARES TR - RUS 1000 GRW ETF | $1.2M | 0.0% | +337% | — |
| 161 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.2M | 0.0% | +3% | 66.8 |
| 162 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.2M | 0.0% | -3% | 69.8 |
| 163 |  $INTC | INTEL CORP | $1.1M | 0.0% | +1% | 45.6 |
| 164 |  $ETN | Eaton Corp plc | $1.1M | 0.0% | +91% | — |
| 165 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.1M | 0.0% | +501% | — |
| 166 |  $MA | Mastercard Inc | $1.1M | 0.0% | -1% | 85.1 |
| 167 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.0% | -9% | 86.2 |
| 168 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $1.0M | 0.0% | +0% | — |
| 169 |  $QCOM | QUALCOMM INC/DE | $1.0M | 0.0% | -41% | 70.5 |
| 170 |  $LOW | LOWES COMPANIES INC | $975,332 | 0.0% | -0% | 60.8 |
| 171 | — | ISHARES TR - MSCI EMG MKT ETF | $967,591 | 0.0% | -15% | — |
| 172 |  $ASTS | AST SpaceMobile, Inc. | $947,363 | 0.0% | +7% | 30.8 |
| 173 |  $CL | COLGATE PALMOLIVE CO | $925,785 | 0.0% | +1% | 61.3 |
| 174 |  $DIS | Walt Disney Co | $922,418 | 0.0% | -2% | 60.1 |
| 175 | — | ISHARES TR - CORE S&P TTL STK | $887,743 | 0.0% | +0% | — |
| 176 |  $ORLY | O REILLY AUTOMOTIVE INC | $884,626 | 0.0% | -4% | 67.4 |
| 177 | — | VANGUARD INDEX FDS - VALUE ETF | $859,857 | 0.0% | +0% | — |
| 178 |  $ASML | ASML HOLDING NV | $841,533 | 0.0% | +13% | — |
| 179 |  $NEE | NEXTERA ENERGY INC | $840,302 | 0.0% | +3% | 64.6 |
| 180 | — | SPDR SERIES TRUST - ST STR CONV ETF | $824,284 | 0.0% | +0% | — |
| 181 |  $AMGN | AMGEN INC | $816,681 | 0.0% | +0% | 79.2 |
| 182 |  $DUK | Duke Energy CORP | $814,902 | 0.0% | +3% | 56.4 |
| 183 |  $GS | GOLDMAN SACHS GROUP INC | $796,433 | 0.0% | -6% | 73.5 |
| 184 |  $CBRS | Cerebras Systems Inc. | $788,970 | 0.0% | NEW | — |
| 185 | — | ISHARES TR - MSCI INTL MOMENT | $766,352 | 0.0% | -0% | — |
| 186 |  $YUMC | Yum China Holdings, Inc. | $761,326 | 0.0% | +0% | 61.2 |
| 187 |  $IVZ | Invesco Ltd. | $758,143 | 0.0% | +0% | — |
| 188 |  $MSI | Motorola Solutions, Inc. | $751,621 | 0.0% | +0% | 71.8 |
| 189 |  $SBUX | STARBUCKS CORP | $750,873 | 0.0% | -3% | 58.2 |
| 190 |  $MCK | MCKESSON CORP | $743,467 | 0.0% | -0% | 63.4 |
| 191 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $739,571 | 0.0% | +0% | — |
| 192 |  $C | CITIGROUP INC | $727,155 | 0.0% | -31% | 65 |
| 193 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $723,880 | 0.0% | +0% | 65 |
| 194 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $694,676 | 0.0% | +0% | — |
| 195 |  $ANET | Arista Networks, Inc. | $688,002 | 0.0% | +8% | 81.9 |
| 196 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $682,641 | 0.0% | +3% | — |
| 197 |  $L | LOEWS CORP | $680,845 | 0.0% | +0% | 65.1 |
| 198 |  $CRM | Salesforce, Inc. | $680,455 | 0.0% | +85% | 77 |
| 199 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $679,526 | 0.0% | -0% | — |
| 200 |  $PPLT | abrdn Platinum ETF Trust | $678,240 | 0.0% | +900% | — |
| 201 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $662,517 | 0.0% | -14% | — |
| 202 |  $FLEX | FLEX LTD. | $651,359 | 0.0% | +1% | — |
| 203 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $643,019 | 0.0% | -99% | — |
| 204 | $IVZ | Invesco Ltd. | $636,392 | 0.0% | +1% | — |
| 205 |  $FIX | COMFORT SYSTEMS USA INC | $636,206 | 0.0% | +2% | 77.7 |
| 206 |  $RKT | Rocket Companies, Inc. | $629,055 | 0.0% | +66% | 74.2 |
| 207 | $IVZ | Invesco Ltd. | $625,476 | 0.0% | +0% | — |
| 208 |  $WFC | WELLS FARGO & COMPANY/MN | $624,592 | 0.0% | +0% | 61.8 |
| 209 |  $SPGI | S&P Global Inc. | $623,412 | 0.0% | -2% | 76.1 |
| 210 |  $APO | Apollo Global Management, Inc. | $616,632 | 0.0% | -10% | 52.1 |
| 211 |  $MPLX | MPLX LP | $613,085 | 0.0% | -2% | 70 |
| 212 | — | ISHARES TR - S&P 500 VAL ETF | $612,608 | 0.0% | -34% | — |
| 213 |  $WPM | Wheaton Precious Metals Corp. | $612,593 | 0.0% | +2% | — |
| 214 |  $BP | BP PLC | $606,122 | 0.0% | -2% | — |
| 215 |  $T | AT&T INC. | $600,016 | 0.0% | +0% | 65.7 |
| 216 |  $MARA | MARA Holdings, Inc. | $590,908 | 0.0% | -2% | 36.5 |
| 217 |  $WEC | WEC ENERGY GROUP, INC. | $577,500 | 0.0% | -4% | 60.1 |
| 218 |  $EW | Edwards Lifesciences Corp | $575,507 | 0.0% | +1% | 69.4 |
| 219 |  $CSX | CSX CORP | $562,436 | 0.0% | +1% | 65.2 |
| 220 |  $BLK | BlackRock, Inc. | $557,172 | 0.0% | -4% | 70 |
| 221 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $545,095 | 0.0% | -0% | — |
| 222 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $534,266 | 0.0% | -1% | 62.9 |
| 223 |  $OGE | OGE ENERGY CORP. | $534,202 | 0.0% | +0% | 64.4 |
| 224 |  $DDS | DILLARD'S, INC. | $531,062 | 0.0% | +0% | 61.5 |
| 225 |  $IBOC | INTERNATIONAL BANCSHARES CORP | $531,042 | 0.0% | +0% | 56.5 |
| 226 |  $WDC | WESTERN DIGITAL CORP | $530,719 | 0.0% | NEW | 80.7 |
| 227 |  $KMI | KINDER MORGAN, INC. | $526,551 | 0.0% | -0% | 71.3 |
| 228 |  $UNP | UNION PACIFIC CORP | $513,436 | 0.0% | +2% | 69.7 |
| 229 |  $TER | TERADYNE, INC | $511,639 | 0.0% | +0% | 77.3 |
| 230 |  $SOFI | SoFi Technologies, Inc. | $507,849 | 0.0% | +2% | 62.4 |
| 231 |  $Q | Qnity Electronics, Inc. | $507,241 | 0.0% | +0% | 68.4 |
| 232 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $503,484 | 0.0% | +0% | — |
| 233 |  $FTV | Fortive Corp | $503,443 | 0.0% | +0% | 57 |
| 234 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $502,483 | 0.0% | +0% | 66.3 |
| 235 |  $LUV | SOUTHWEST AIRLINES CO | $501,386 | 0.0% | -24% | 55.9 |
| 236 |  $VRT | Vertiv Holdings Co | $496,880 | 0.0% | +3% | 81 |
| 237 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $495,114 | 0.0% | -17% | — |
| 238 |  $IBIT | iShares Bitcoin Trust ETF | $491,294 | 0.0% | +2% | — |
| 239 |  $UPS | UNITED PARCEL SERVICE INC | $484,327 | 0.0% | -1% | 58.6 |
| 240 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $483,311 | 0.0% | -16% | 65.1 |
| 241 |  $OGS | ONE Gas, Inc. | $482,489 | 0.0% | +0% | — |
| 242 |  $SHEL | Shell plc | $480,826 | 0.0% | -4% | — |
| 243 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $480,381 | 0.0% | +0% | — |
| 244 |  $HCA | HCA Healthcare, Inc. | $470,987 | 0.0% | +0% | 68.9 |
| 245 |  $DECK | DECKERS OUTDOOR CORP | $470,635 | 0.0% | +0% | 70 |
| 246 |  $PH | Parker-Hannifin Corp | $468,679 | 0.0% | -1% | 65.8 |
| 247 |  $GILD | GILEAD SCIENCES, INC. | $456,157 | 0.0% | -5% | 57.4 |
| 248 |  $MRVL | Marvell Technology, Inc. | $451,601 | 0.0% | NEW | 76.5 |
| 249 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $448,842 | 0.0% | -0% | 66.2 |
| 250 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $448,774 | 0.0% | -6% | — |
| 251 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $448,646 | 0.0% | -20% | — |
| 252 |  $KLAC | KLA CORP | $446,670 | 0.0% | NEW | 78.6 |
| 253 |  $ADI | ANALOG DEVICES INC | $445,383 | 0.0% | -1% | 79.2 |
| 254 |  $AM | Antero Midstream Corp | $444,103 | 0.0% | +0% | 65.4 |
| 255 |  $SRE | SEMPRA | $439,269 | 0.0% | +1% | 41.9 |
| 256 |  $ALL | ALLSTATE CORP | $434,738 | 0.0% | +3% | 78.5 |
| 257 |  $FSLR | FIRST SOLAR, INC. | $425,436 | 0.0% | +0% | 79.2 |
| 258 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $421,466 | 0.0% | +11% | — |
| 259 |  $AXP | AMERICAN EXPRESS CO | $419,953 | 0.0% | -48% | 69.4 |
| 260 | — | ISHARES TR - RUS 1000 ETF | $419,222 | 0.0% | -7% | — |
| 261 |  $SHW | SHERWIN WILLIAMS CO | $417,345 | 0.0% | -0% | 61.3 |
| 262 | — | ISHARES TR - SELECT DIVID ETF | $410,625 | 0.0% | -7% | — |
| 263 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $409,691 | 0.0% | NEW | — |
| 264 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $405,739 | 0.0% | +0% | — |
| 265 |  $WY | WEYERHAEUSER CO | $395,609 | 0.0% | +68% | 51.3 |
| 266 |  $NET | Cloudflare, Inc. | $394,165 | 0.0% | -0% | 56.4 |
| 267 | — | ALPS ETF TR - ALERIAN MLP | $392,142 | 0.0% | +3% | — |
| 268 |  $APH | AMPHENOL CORP /DE/ | $385,106 | 0.0% | -1% | 79.3 |
| 269 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $383,869 | 0.0% | +0% | 62.6 |
| 270 | — | ISHARES TR - RUS MD CP GR ETF | $373,638 | 0.0% | -9% | — |
| 271 |  $ACGL | ARCH CAPITAL GROUP LTD. | $371,060 | 0.0% | +2% | — |
| 272 |  $CAH | CARDINAL HEALTH INC | $370,283 | 0.0% | +0% | 62.4 |
| 273 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $370,136 | 0.0% | +2% | 71.1 |
| 274 |  $EQT | EQT Corp | $368,521 | 0.0% | -99% | 83.7 |
| 275 |  $PB | PROSPERITY BANCSHARES INC | $368,144 | 0.0% | +0% | 61.7 |
| 276 |  $TGT | TARGET CORP | $368,033 | 0.0% | +1% | 60.7 |
| 277 |  $AFRM | Affirm Holdings, Inc. | $366,730 | 0.0% | -4% | 81.3 |
| 278 |  $HWM | Howmet Aerospace Inc. | $365,496 | 0.0% | +1% | 73.9 |
| 279 | — | ISHARES TR - EUROPE ETF | $364,250 | 0.0% | +0% | — |
| 280 |  $NSC | NORFOLK SOUTHERN CORP | $363,351 | 0.0% | -14% | 63.2 |
| 281 |  $DE | DEERE & CO | $357,415 | 0.0% | -2% | 55.4 |
| 282 | $META | Meta Platforms, Inc. | $353,205 | 0.0% | +3% | 79.6 |
| 283 | — | SPDR SERIES TRUST - ST STR P500ETF | $352,295 | 0.0% | NEW | — |
| 284 | — | ISHARES TR - 0-3 MTH TREASURY | $350,533 | 0.0% | NEW | — |
| 285 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $350,523 | 0.0% | NEW | — |
| 286 | — | ISHARES INC - MSCI EMRG CHN | $349,252 | 0.0% | +0% | — |
| 287 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $346,559 | 0.0% | -11% | — |
| 288 |  $MP | MP Materials Corp. / DE | $344,686 | 0.0% | -14% | 34.2 |
| 289 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $344,434 | 0.0% | NEW | 69.7 |
| 290 |  $HUM | HUMANA INC | $344,111 | 0.0% | NEW | 58.9 |
| 291 |  $BOKF | BOK FINANCIAL CORP | $341,367 | 0.0% | +0% | 61 |
| 292 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $341,023 | 0.0% | -5% | 65.1 |
| 293 |  $FANG | Diamondback Energy, Inc. | $339,080 | 0.0% | +3% | 76.1 |
| 294 |  $BCE | BCE INC | $330,415 | 0.0% | -3% | 55 |
| 295 |  $DD | DuPont de Nemours, Inc. | $328,384 | 0.0% | -67% | 47 |
| 296 | — | VANECK ETF TRUST - GOLD MINERS ETF | $323,228 | 0.0% | -56% | — |
| 297 |  $AFL | AFLAC INC | $321,732 | 0.0% | +1% | 61.3 |
| 298 |  $BAM | Brookfield Asset Management Ltd. | $321,440 | 0.0% | NEW | — |
| 299 | — | PIMCO ETF TR - INTER MUN BD ACT | $317,704 | 0.0% | NEW | — |
| 300 |  $HP | Helmerich & Payne, Inc. | $315,941 | 0.0% | -3% | 54.9 |
| 301 | — | ISHARES INC - MSCI GBL ETF NEW | $309,122 | 0.0% | +0% | — |
| 302 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $307,129 | 0.0% | -13% | — |
| 303 | — | ISHARES TR - IBONDS 27 ETF | $306,429 | 0.0% | -99% | — |
| 304 |  $NVS | NOVARTIS AG | $306,034 | 0.0% | +19% | — |
| 305 |  $BANF | BANCFIRST CORP /OK/ | $305,719 | 0.0% | -13% | 56.1 |
| 306 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL ENR | $299,758 | 0.0% | +0% | — |
| 307 |  $DAL | DELTA AIR LINES, INC. | $297,253 | 0.0% | +1% | 57.5 |
| 308 |  $SMA | SmartStop Self Storage REIT, Inc. | $294,970 | 0.0% | +0% | 60.9 |
| 309 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $293,890 | 0.0% | +0% | 59.1 |
| 310 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $293,614 | 0.0% | +0% | — |
| 311 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $290,588 | 0.0% | +0% | 60.2 |
| 312 |  $CTVA | Corteva, Inc. | $290,425 | 0.0% | -3% | 47.2 |
| 313 |  $ICE | Intercontinental Exchange, Inc. | $288,979 | 0.0% | +3% | 73.7 |
| 314 | — | ISHARES INC - CORE MSCI EMKT | $284,837 | 0.0% | -2% | — |
| 315 |  $COF | CAPITAL ONE FINANCIAL CORP | $277,758 | 0.0% | +0% | 62.4 |
| 316 |  $BKR | Baker Hughes Co | $273,615 | 0.0% | -45% | 60.7 |
| 317 | — | ISHARES TR - SP SMCP600VL ETF | $273,360 | 0.0% | +0% | — |
| 318 | — | ISHARES TR - NATIONAL MUN ETF | $273,355 | 0.0% | -2% | — |
| 319 |  $CRSP | CRISPR Therapeutics AG | $272,155 | 0.0% | +0% | 9.7 |
| 320 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $271,368 | 0.0% | -5% | — |
| 321 | — | ISHARES TR - CORE MSCI EAFE | $270,843 | 0.0% | +12% | — |
| 322 | — | ISHARES TR - MSCI USA VALUE | $270,743 | 0.0% | NEW | — |
| 323 | — | ISHARES TR - GLOBAL ENERG ETF | $270,215 | 0.0% | +0% | — |
| 324 |  $SUN | Sunoco LP | $265,401 | 0.0% | +0% | 63.6 |
| 325 |  $IDXX | IDEXX LABORATORIES INC /DE | $263,746 | 0.0% | +3% | 73.8 |
| 326 |  $ETR | ENTERGY CORP /DE/ | $259,738 | 0.0% | +1% | 59.5 |
| 327 |  $SNDK | Sandisk Corp | $259,205 | 0.0% | NEW | 87.7 |
| 328 |  $BCPC | BALCHEM CORP | $253,425 | 0.0% | +0% | 64.5 |
| 329 |  $AMRZ | Amrize Ltd | $252,109 | 0.0% | -1% | — |
| 330 |  $NBIS | Nebius Group N.V. | $251,867 | 0.0% | NEW | — |
| 331 | $IVZ | Invesco Ltd. | $249,840 | 0.0% | NEW | — |
| 332 | — | ISHARES TR - RUS 1000 VAL ETF | $247,763 | 0.0% | NEW | — |
| 333 |  $WES | Western Midstream Partners, LP | $245,056 | 0.0% | +0% | 71 |
| 334 |  $AJG | Arthur J. Gallagher & Co. | $233,243 | 0.0% | -0% | 71.2 |
| 335 | $IVZ | Invesco Ltd. | $230,438 | 0.0% | -7% | — |
| 336 | — | ISHARES TR - RUS MDCP VAL ETF | $230,275 | 0.0% | NEW | — |
| 337 |  $MDLZ | Mondelez International, Inc. | $226,076 | 0.0% | +1% | 56.4 |
| 338 |  $TM | TOYOTA MOTOR CORP/ | $224,672 | 0.0% | +1% | — |
| 339 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $219,521 | 0.0% | NEW | — |
| 340 |  $JKHY | JACK HENRY & ASSOCIATES INC | $219,150 | 0.0% | -10% | 66.2 |
| 341 |  $PWR | QUANTA SERVICES, INC. | $218,892 | 0.0% | NEW | 72.1 |
| 342 | — | VANGUARD INDEX FDS - MID CAP ETF | $218,877 | 0.0% | +282% | — |
| 343 |  $HAL | HALLIBURTON CO | $217,180 | 0.0% | -38% | 53.2 |
| 344 | — | ISHARES TR - MSCI EAFE ETF | $216,278 | 0.0% | -32% | — |
| 345 |  $ACN | Accenture plc | $216,221 | 0.0% | -99% | — |
| 346 |  $VECO | VEECO INSTRUMENTS INC | $215,120 | 0.0% | -53% | 42.8 |
| 347 |  $SNPS | SYNOPSYS INC | $214,114 | 0.0% | NEW | 67.9 |
| 348 |  $DAVE | Dave Inc./DE | $212,376 | 0.0% | NEW | 80.2 |
| 349 |  $THG | HANOVER INSURANCE GROUP, INC. | $212,308 | 0.0% | NEW | 66.6 |
| 350 |  $CCZ | COMCAST CORP | $211,693 | 0.0% | -1% | 59.5 |
| 351 |  $PNW | PINNACLE WEST CAPITAL CORP | $210,938 | 0.0% | NEW | 53.6 |
| 352 |  $MSCI | MSCI Inc. | $209,791 | 0.0% | +1% | 75.7 |
| 353 |  $TCBI | TEXAS CAPITAL BANCSHARES INC/TX | $209,618 | 0.0% | NEW | 64.4 |
| 354 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $208,869 | 0.0% | NEW | — |
| 355 |  $SIMO | Silicon Motion Technology CORP | $208,665 | 0.0% | NEW | — |
| 356 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $207,449 | 0.0% | -15% | — |
| 357 |  $RY | ROYAL BANK OF CANADA | $205,521 | 0.0% | NEW | 74.8 |
| 358 |  $HSY | HERSHEY CO | $205,452 | 0.0% | +0% | 65.7 |
| 359 |  $RAL | Ralliant Corp | $201,820 | 0.0% | NEW | 37.1 |
| 360 | — | ISHARES TR - U.S. TECH ETF | $201,784 | 0.0% | NEW | — |
| 361 |  $SYY | SYSCO CORP | $200,592 | 0.0% | NEW | 54.7 |
| 362 |  $SBS | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP | $192,936 | 0.0% | NEW | 51 |
| 363 |  $ETHW | Bitwise Ethereum ETF | $117,030 | 0.0% | +0% | — |
| 364 |  $LWLG | Lightwave Logic, Inc. | $95,054 | 0.0% | NEW | — |
| 365 |  $KYTX | Kyverna Therapeutics, Inc. | $89,100 | 0.0% | +0% | — |
| 366 |  $OPEN | Opendoor Technologies Inc. | $72,192 | 0.0% | +0% | 22.5 |
| 367 |  $BBAI | BigBear.ai Holdings, Inc. | $53,523 | 0.0% | +4% | 17.6 |
| 368 |  $GNSS | Genasys Inc. | $51,904 | 0.0% | -30% | 35.1 |
| 369 |  $RR | RICHTECH ROBOTICS INC. | $34,600 | 0.0% | +3% | 14.6 |
| 370 |  $CSAI | CLOUDASTRUCTURE, INC. | $34,000 | 0.0% | +900% | 29.4 |
| 371 |  $CTM | Castellum, Inc. | $15,838 | 0.0% | +0% | 36.1 |
| 372 | $BBAI | BigBear.ai Holdings, Inc. | $8,875 | 0.0% | +0% | 17.6 |
| 373 | — | ALPHA MODUS HLDGS INC - *W EXP 12/13/202 | $8,173 | 0.0% | +0% | — |
| 374 |  $MPU | Mega Matrix Inc | $3,540 | 0.0% | +0% | 7.5 |
New Positions (41)
GOLDMAN SACHS ETF TR - S&P 500 PREMIUM$88.1M
$JBL JABIL INC$52.3M ISHARES TR - IBONDS DEC 2033$48.9M
$HONA Honeywell Aerospace Inc.$44.9M VANGUARD SCOTTSDALE FDS - LG-TERM COR BD$19.9M
$QNT Quantinuum Inc.$11.5M$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$10.9M SPDR SERIES TRUST - ST STR DOW REIT$10.6M
$CXW CoreCivic, Inc.$1.4M$CBRS Cerebras Systems Inc.$788,970$WDC WESTERN DIGITAL CORP$530,719$MRVL Marvell Technology, Inc.$451,601$KLAC KLA CORP$446,670 VANECK ETF TRUST - SEMICONDUCTR ETF$409,691
SPDR SERIES TRUST - ST STR P500ETF$352,295
Exited Positions (25)
VANGUARD SCOTTSDALE FDS
VANGUARD BD INDEX FDS
SPDR SERIES TRUST
$TTD Trade Desk, Inc.
$WT WisdomTree, Inc.
$IP INTERNATIONAL PAPER CO /NEW/
$SEDG SOLAREDGE TECHNOLOGIES, INC.
$ARCB ARCBEST CORP /TX/
$NOW ServiceNow, Inc. ISHARES TR
ISHARES INC
$FDX FEDEX CORP
$CTRA Coterra Energy Inc.
$DOW DOW INC. ISHARES TR
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