Long-term investor
Capital Advisors Inc. @capitaladvisorsincok
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000860828).
Record
- Tracked since 2025-06-30 (454 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +21.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PEP · 4.4% · long · since 2025-06-30
- NVDA · 4.4% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- AMAT · 3.4% · long · since 2025-06-30
- 02079K107 · 2.9% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- JPM · 2.7% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- WMB · 2.2% · long · since 2025-06-30
- 464288257 · 1.8% · long · since 2025-06-30
- 46436E205 · 1.8% · long · since 2025-06-30
- ABBV · 1.7% · long · since 2025-06-30