EdgeMarket › What Capital Advisors Inc/Ok reported owning
What Capital Advisors Inc/Ok reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.2BPositions
357Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| PEP PEPSICO INC | 345.4M | 5.6% | 2.2M | 143.48 | -4.8% |
| NVDA NVIDIA CORP | 257.8M | 4.1% | 1.5M | 214.72 | +22.4% |
| AAPL Apple Inc. | 222.9M | 3.6% | 878.5K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 184.9M | 3.0% | 499.5K | 483.24 | -4.4% |
| JPM JPMORGAN CHASE & CO | 166.8M | 2.7% | 567.0K | 351.58 | +20.3% |
| AMZN AMAZON COM INC | 160.5M | 2.6% | 770.5K | 258.63 | +15.6% |
| GOOG Alphabet Inc. | 158.8M | 2.6% | 553.6K | 341.75 | +70.7% |
| WMB WILLIAMS COMPANIES, INC. | 146.4M | 2.4% | 2.0M | 70.49 | +23.2% |
| XOM ExxonMobil Holdings Corp | 134.2M | 2.2% | 790.9K | 165.11 | +52.1% |
| CVX CHEVRON CORP | 133.6M | 2.1% | 645.8K | 205.27 | +34.0% |
| AMAT APPLIED MATERIALS INC /DE | 128.5M | 2.1% | 376.0K | 492.32 | +205.9% |
| IBDU iShares iBonds Dec 2029 Term Corporate ETF | 118.2M | 1.9% | 5.1M | 23.05 | -1.4% |
| ACWI iShares MSCI ACWI ETF | 109.7M | 1.8% | 792.7K | 160.81 | +21.3% |
| VZ VERIZON COMMUNICATIONS INC | 101.4M | 1.6% | 2.0M | 49.45 | +9.7% |
| SO SOUTHERN CO | 100.3M | 1.6% | 1.0M | 88.94 | -6.3% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 89.5M | 1.4% | 3.5M | 25.19 | -0.9% |
| JEPI JPMorgan Equity Premium Income ETF | 87.5M | 1.4% | 1.5M | 57.92 | +1.4% |
| ABBV AbbVie Inc. | 87.4M | 1.4% | 402.0K | 264.96 | +26.7% |
| MS MORGAN STANLEY | 83.8M | 1.3% | 509.4K | 214.20 | +48.6% |
| SPG SIMON PROPERTY GROUP INC. | 77.4M | 1.2% | 415.2K | 218.29 | +25.4% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 77.4M | 1.2% | 1.4M | 59.84 | +8.5% |
| GEV GE Vernova Inc. | 76.3M | 1.2% | 87.4K | 956.85 | +58.3% |
| HON HONEYWELL INTERNATIONAL INC | 74.9M | 1.2% | 331.2K | 215.90 | -50.3% |
| CSCO CISCO SYSTEMS, INC. | 71.5M | 1.1% | 921.8K | 111.04 | +65.5% |
| IBDX iShares iBonds Dec 2032 Term Corporate ETF | 70.5M | 1.1% | 2.8M | 24.83 | -2.1% |
| IBDV iShares iBonds Dec 2030 Term Corporate ETF | 70.4M | 1.1% | 3.2M | 21.60 | -2.0% |
| IBDW iShares iBonds Dec 2031 Term Corporate ETF | 69.4M | 1.1% | 3.3M | 20.60 | -2.2% |
| KO COCA COLA CO | 69.2M | 1.1% | 909.8K | 91.10 | +28.9% |
| ENB ENBRIDGE INC | 69.1M | 1.1% | 1.3M | 50.46 | +5.1% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 60.3M | 1.0% | 248.8K | 235.68 | -2.8% |
| SYK STRYKER CORP | 59.0M | 0.9% | 179.5K | 329.45 | -15.9% |
| SPIB State Street SPDR Portfolio Intermediate Term | 58.3M | 0.9% | 1.7M | 33.09 | -1.7% |
| BA BOEING CO | 57.3M | 0.9% | 288.0K | 214.20 | -5.1% |
| ISRG INTUITIVE SURGICAL INC | 56.8M | 0.9% | 123.1K | 378.81 | -21.2% |
| PANW Palo Alto Networks Inc | 56.7M | 0.9% | 353.8K | 357.87 | +94.0% |
| CCJ CAMECO CORP | 56.5M | 0.9% | 520.4K | 102.51 | +45.5% |
| TOTL State Street DoubleLine Total Return Tactical | 55.3M | 0.9% | 1.4M | 38.77 | -3.3% |
| EQT EQT Corp | 55.0M | 0.9% | 864.2K | 53.72 | +4.6% |
| MDT Medtronic plc | 54.9M | 0.9% | 633.6K | 93.35 | +0.1% |
| VGSH Vanguard Short-Term Treasury ETF | 54.7M | 0.9% | 935.1K | 58.13 | -0.9% |
| unmapped CUSIP 084670702 | 54.0M | 0.9% | 112.7K | — | — |
| ROK ROCKWELL AUTOMATION, INC | 52.9M | 0.9% | 147.5K | 437.08 | +28.7% |
| PFE PFIZER INC | 51.2M | 0.8% | 1.8M | 28.07 | +10.6% |
| O REALTY INCOME CORP | 51.1M | 0.8% | 835.0K | 62.60 | +4.5% |
| RIO RIO TINTO PLC | 49.4M | 0.8% | 529.6K | 105.30 | +73.7% |
| JMBS Janus Henderson Mortgage-Backed Securities ETF | 48.1M | 0.8% | 1.1M | 44.37 | -1.2% |
| TSLA Tesla, Inc. | 47.8M | 0.8% | 128.7K | 362.86 | +12.0% |
| TXN TEXAS INSTRUMENTS INC | 46.9M | 0.8% | 241.6K | 264.36 | +31.7% |
| IBDS iShares iBonds Dec 2027 Term Corporate ETF | 46.9M | 0.8% | 1.9M | 24.20 | -0.2% |
| PG PROCTER & GAMBLE Co | 46.8M | 0.8% | 324.1K | 144.68 | -9.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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