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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CAPITAL ADVISORS INC/OK

Quarter ended Q1 2024 · Filed April 29, 2024 · Accession 0000860828-24-000002

Total Value
$4.66B
Positions
312
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (312)

#IssuerTicker / CUSIPSharesValue% of Filing
1PEPSICO INCPEP1,748,646$306.0M6.57%
2MICROSOFT CORPMSFT490,225$206.2M4.42%
3AMAZON COM INCAMZN639,651$115.4M2.48%
4APPLE INCAAPL664,097$113.9M2.44%
5JPMORGAN CHASE & COVYLD551,606$110.5M2.37%
6CHEVRON CORP NEWCVX645,160$101.8M2.18%
7ALPHABET INCGOOG655,393$99.8M2.14%
8NVIDIA CORPORATIONNVDA109,679$99.1M2.13%
9WILLIAMS COS INC9694571002,399,303$93.5M2.01%
10ACCENTURE PLC IRELANDACN244,176$84.6M1.82%
11EXXON MOBIL CORPXOM682,067$79.3M1.70%
12ISHARES TR46436E2053,283,377$74.9M1.61%
13ISHARES TR46435UAA93,132,752$74.6M1.60%
14APPLIED MATLS INC038222105335,218$69.1M1.48%
15BERKSHIRE HATHAWAY INC DELBRK-A156,528$65.8M1.41%
16SPDR SER TR78464A3751,958,391$64.0M1.37%
17ABBVIE INCABBV344,314$62.7M1.35%
18SSGA ACTIVE ETF TR78467V8481,544,025$61.8M1.33%
19SPDR S&P 500 ETF TRSPY109,345$57.2M1.23%
20ISHARES TR46435U5152,274,962$56.7M1.22%
21THERMO FISHER SCIENTIFIC INCTMO94,591$55.0M1.18%
22BLACKROCK INCBLK64,886$54.1M1.16%
23SCHLUMBERGER LTDSLB975,217$53.5M1.15%
24CONSTELLATION ENERGY CORPCEG286,746$53.0M1.14%
25JANUS DETROIT STR TR47103U8521,173,694$52.9M1.14%
26INTERNATIONAL BUSINESS MACHSINTR273,576$52.2M1.12%
27SOUTHERN COSOMN719,899$51.6M1.11%
28DANAHER CORPORATION235851102206,048$51.5M1.10%
29HONEYWELL INTL INC438516106249,150$51.1M1.10%
30UNITEDHEALTH GROUP INCUNH100,228$49.6M1.06%
31PROCTER AND GAMBLE CO742718109300,353$48.7M1.05%
32BROADCOM INCAVGO36,758$48.7M1.05%
33ISHARES TR46435GAA01,886,483$45.0M0.97%
34NXP SEMICONDUCTORS N VNXPI181,489$45.0M0.96%
35ISHARES TR46434VBD11,803,360$44.7M0.96%
36INTUITIVE SURGICAL INCISRG111,931$44.7M0.96%
37WATSCO INCWSO-B102,901$44.5M0.95%
38BLACKSTONE INCBX335,206$44.0M0.94%
39COCA COLA COKO718,682$44.0M0.94%
40STRYKER CORPORATIONSYK122,741$43.9M0.94%
41HOME DEPOT INCHD114,061$43.8M0.94%
42MORGAN STANLEYMS-PQ464,066$43.7M0.94%
43J P MORGAN EXCHANGE TRADED F46641Q332750,005$43.4M0.93%
44SIMON PPTY GROUP INC NEW828806109270,175$42.3M0.91%
45DEVON ENERGY CORP NEW25179M103842,165$42.3M0.91%
46VISA INCV148,818$41.5M0.89%
47LOCKHEED MARTIN CORPLMT90,236$41.0M0.88%
48ISHARES TR464287309475,760$40.2M0.86%
49VERIZON COMMUNICATIONS INCVZ950,061$39.9M0.86%
50BROOKFIELD CORP11271J107893,853$37.4M0.80%
51SCHWAB STRATEGIC TR808524805955,939$37.3M0.80%
52UBER TECHNOLOGIES INCUBER481,219$37.0M0.79%
53CISCO SYS INCCSCO729,542$36.4M0.78%
54FREEPORT-MCMORAN INCFCX766,537$36.0M0.77%
55TEXAS INSTRS INC882508104204,780$35.7M0.77%
56INVESCO EXCH TRADED FD TR IIIVZ1,917,831$34.8M0.75%
57ISHARES TR464288588349,208$32.3M0.69%
58DOW INCDOW555,950$32.2M0.69%
59PFIZER INCPFE1,141,083$31.7M0.68%
60WASTE MGMT INC DEL94106L109146,465$31.2M0.67%
61ECOLAB INCECL129,268$29.8M0.64%
62PAYCHEX INCPAYX238,675$29.3M0.63%
63SOUTHERN COPPER CORPSCCO269,357$28.7M0.62%
64GENERAL MLS INC370334104404,375$28.3M0.61%
65ISHARES TR46432F842375,127$27.8M0.60%
66UNILEVER PLCUNLYF547,787$27.5M0.59%
67CAMECO CORPCCJ623,463$27.0M0.58%
68ISHARES TR464287507442,169$26.9M0.58%
69RIO TINTO PLCRTNTF421,322$26.9M0.58%
70ARES CAPITAL CORPARCC1,258,806$26.2M0.56%
71DOORDASH INCDASH189,693$26.1M0.56%
72BCE INCBCPPF762,571$25.9M0.56%
73MEDTRONIC PLCMDT295,191$25.7M0.55%
74J P MORGAN EXCHANGE TRADED F46654Q203472,502$25.6M0.55%
75EATON CORP PLCETN79,346$24.8M0.53%
76SCHWAB STRATEGIC TR808524888678,397$24.3M0.52%
77VANGUARD INTL EQUITY INDEX F922042858573,659$24.0M0.51%
78VALERO ENERGY CORPVLO135,502$23.1M0.50%
79PACCAR INCPCAR162,500$20.1M0.43%
80INTERPUBLIC GROUP COS INCINTR611,019$19.9M0.43%
81AIRBNB INCABNB110,175$18.2M0.39%
82CRISPR THERAPEUTICS AGCRSP263,986$18.0M0.39%
83ONEOK INC NEWOKE222,532$17.8M0.38%
84ISHARES INC46434G103336,247$17.4M0.37%
85VERALTO CORPVLTO189,545$16.8M0.36%
86VANGUARD WHITEHALL FDS921946406112,757$13.6M0.29%
87ENTERPRISE PRODS PARTNERS L293792107466,244$13.6M0.29%
88CONOCOPHILLIPSCOP102,891$13.1M0.28%
89ISHARES TR464287804117,958$13.0M0.28%
90VANGUARD INDEX FDS92290875156,461$12.9M0.28%
91JOHNSON & JOHNSONJNJ66,807$10.6M0.23%
92VANGUARD INDEX FDS922908553119,034$10.3M0.22%
93EMERSON ELEC COEMR86,341$9.8M0.21%
94NOVO-NORDISK A SNONOF71,338$9.2M0.20%
95META PLATFORMS INCMETA17,670$8.6M0.18%
96INTELLIA THERAPEUTICS INCNTLA300,653$8.3M0.18%
97SPDR SER TR78464A60781,708$7.7M0.17%
98MPLX LPMPLXP178,390$7.4M0.16%
99ENBRIDGE INCENNPF152,726$5.5M0.12%
100ENERGY TRANSFER L PET-PI316,037$5.0M0.11%
101ALPHABET INCGOOG29,791$4.5M0.10%
102INVESCO QQQ TRIVZ9,670$4.3M0.09%
103WALMART INCWMT70,447$4.2M0.09%
104ABBOTT LABSABLZF33,268$3.8M0.08%
105PLAINS ALL AMERN PIPELINE L726503105204,500$3.6M0.08%
106ISHARES TR46434V44991,334$3.6M0.08%
107ISHARES TR46435G409125,070$3.5M0.08%
108ELI LILLY & COLLY4,419$3.4M0.07%
109TESLA INCTSLA18,981$3.3M0.07%
110AAON INCAAON36,244$3.2M0.07%
111VANGUARD WORLD FD92204A7025,923$3.1M0.07%
112BP PLCBPPFF81,806$3.1M0.07%
113LAM RESEARCH CORPLRCX2,961$2.9M0.06%
114YUM BRANDS INCYUM19,598$2.7M0.06%
115ORACLE CORPORCL-PD21,223$2.7M0.06%
116PHILLIPS 66PSX15,073$2.5M0.05%
117COSTCO WHSL CORP NEW22160K1053,314$2.4M0.05%
118VANGUARD INDEX FDS9229087698,455$2.2M0.05%
119SCHWAB STRATEGIC TR80852410235,800$2.2M0.05%
120SELECT SECTOR SPDR TR81369Y80310,410$2.2M0.05%
121VANGUARD INTL EQUITY INDEX F92204271818,285$2.1M0.05%
122SPDR INDEX SHS FDS78463X50958,446$2.1M0.05%
123SCHWAB CHARLES CORPSCHW-PJ28,558$2.1M0.04%
124ALLIANCE RESOURCE PARTNERS LARLP101,549$2.0M0.04%
125SCHWAB STRATEGIC TR80852420131,706$2.0M0.04%
126BOEING COBA-PA9,730$1.9M0.04%
127BANK AMERICA CORP06050510448,899$1.9M0.04%
128RTX CORPORATIONRTX18,414$1.8M0.04%
129MCDONALDS CORPMCD6,243$1.8M0.04%
130VANGUARD INDEX FDS9229083633,651$1.8M0.04%
131FIFTH THIRD BANCORPFITBM46,640$1.7M0.04%
132VITAL ENERGY INC51680620530,999$1.6M0.03%
133ISHARES TR4642872002,953$1.6M0.03%
134VANGUARD SPECIALIZED FUNDS9219088448,428$1.5M0.03%
135UNITED PARCEL SERVICE INCUPS10,087$1.5M0.03%
136DISNEY WALT CO25468710611,730$1.4M0.03%
137AUTOMATIC DATA PROCESSING INADP5,310$1.3M0.03%
138NETFLIX INCNFLX2,183$1.3M0.03%
139ARCBEST CORPARCB8,969$1.3M0.03%
140CVS HEALTH CORPCVS15,817$1.3M0.03%
141DIAMONDBACK ENERGY INCFANG6,100$1.2M0.03%
142SPDR SER TR78464A7639,188$1.2M0.03%
143GENERAL DYNAMICS CORPGD4,088$1.2M0.02%
144VANGUARD WORLD FD92204A6034,692$1.1M0.02%
145PIONEER NAT RES CO7237871074,253$1.1M0.02%
146MARATHON PETE CORPMARA5,193$1.0M0.02%
147EDWARDS LIFESCIENCES CORPEW10,911$1.0M0.02%
148CATERPILLAR INCCAT2,785$1.0M0.02%
149VANGUARD WORLD FD92204A5043,654$988,4800.02%
150MERCK & CO INCMRK7,315$965,2370.02%
151SCHWAB STRATEGIC TR80852479711,692$942,7390.02%
152CROWDSTRIKE HLDGS INCCRWD2,880$923,2990.02%
153NOVANTA INCNOVTU5,000$873,8500.02%
154COLGATE PALMOLIVE COCL9,452$851,1530.02%
155VANGUARD WORLD FD92204A1082,595$824,5670.02%
156ISHARES TR46428985911,170$820,5760.02%
157AEROVIRONMENT INCAVAV5,307$813,4570.02%
1583M COMMM7,453$790,5400.02%
159MCKESSON CORPMCK1,470$789,0220.02%
160AXON ENTERPRISE INCAXON2,510$785,3290.02%
161DUKE ENERGY CORP NEWDUKB8,094$782,7600.02%
162ISHARES TR4642874084,117$769,0970.02%
163ADVANCED MICRO DEVICES INCAMD4,174$753,3650.02%
164INTEL CORPINTC16,886$745,8570.02%
165ALTRIA GROUP INCMO17,002$741,6080.02%
166YUM CHINA HLDGS INCYUMC18,628$741,2080.02%
167GENERAL ELECTRIC CO3696043014,171$732,1460.02%
168VANGUARD INDEX FDS9229087444,439$722,9840.02%
169LEGGETT & PLATT INCLEG37,110$710,6570.02%
170AMGEN INCAMGN2,498$710,2240.02%
171FORTIVE CORPFTV8,225$707,5150.02%
172HALLIBURTON COHAL17,837$703,1370.02%
173BRISTOL-MYERS SQUIBB COCELG-RI12,760$691,9640.01%
174DILLARDS INC2540671011,438$678,2180.01%
175AMERICAN ELEC PWR CO INC0255371017,816$672,9580.01%
176SPDR DOW JONES INDL AVERAGE78467X1091,673$665,3670.01%
177SCHWAB STRATEGIC TR8085247719,459$637,4700.01%
178PHILIP MORRIS INTL INC7181721096,918$633,8270.01%
179MARATHON OIL CORPMARA22,283$631,4920.01%
180SHOPIFY INCSHOP8,143$628,3950.01%
181MASTERCARD INCORPORATEDMA1,271$611,9120.01%
182ISHARES TR4642871505,294$610,3440.01%
183VANGUARD SCOTTSDALE FDS92206C10210,499$609,6560.01%
184NORTHROP GRUMMAN CORPNOC1,230$588,7520.01%
185INVESCO EXCH TRADED FD TR IIIVZ8,707$573,5060.01%
186SCHWAB STRATEGIC TR8085243006,111$566,6130.01%
187ARCH CAP GROUP LTDG0450A1056,095$563,4220.01%
188NEXTERA ENERGY INCNEE-PW8,733$558,1170.01%
189VANGUARD INDEX FDS9229087361,579$543,4920.01%
190MARSH & MCLENNAN COS INC5717481022,612$538,0200.01%
191ISHARES TR4642876141,577$531,5290.01%
192SHERWIN WILLIAMS COSHW1,485$515,7850.01%
193SELECT SECTOR SPDR TR81369Y5065,438$513,4310.01%
194HELMERICH & PAYNE INCHP12,098$508,8420.01%
195THE TRADE DESK INC88339J1055,781$505,3750.01%
196TARGET CORPTGT2,843$503,7850.01%
197HUMANA INCHUM1,431$496,2600.01%
198QUALCOMM INCQCOM2,901$491,1680.01%
199SPDR SER TR78464A3596,645$485,3510.01%
200LOEWS CORPL6,000$469,7400.01%
201LOWES COS INC5486611071,833$466,9450.01%
202DIMENSIONAL ETF TRUST25434V70814,608$466,7260.01%
203SERVICENOW INCNOW598$455,9150.01%
204DUPONT DE NEMOURS INCDD5,896$452,0320.01%
205APOLLO GLOBAL MGMT INC03769M1064,000$449,8000.01%
206OCCIDENTAL PETE CORP6745991056,902$448,5360.01%
207AMERICAN EXPRESS COAXP1,958$445,7520.01%
208INVESCO EXCHANGE TRADED FD TIVZ2,625$444,6250.01%
209ALLSTATE CORPALL-PJ2,526$437,0390.01%
210STARBUCKS CORPSBUX4,758$434,8270.01%
211UNION PAC CORPUNP1,753$431,1150.01%
212SOUTHWEST AIRLS CO84474110814,236$415,5340.01%
213CHIPOTLE MEXICAN GRILL INCCMG136$395,3210.01%
214INTERNATIONAL BANCSHARES CORINTR6,992$392,5310.01%
215ISHARES GOLD TRIAU9,337$392,2470.01%
216COMCAST CORP NEWCCZ9,038$391,7960.01%
217HESS CORPHESM2,540$387,7060.01%
218VANGUARD TAX-MANAGED FDS9219438587,549$378,7330.01%
219MERCADOLIBRE INCMELI247$373,4540.01%
220SELECT SECTOR SPDR TR81369Y3084,890$373,4320.01%
221HCA HEALTHCARE INCHCA1,118$372,8870.01%
222POOL CORPPOOL900$363,1500.01%
223SPDR GOLD TRGLD1,760$362,0670.01%
224FIRST FINL BANKSHARES INC32020R10910,974$360,0570.01%
225ISHARES TR4642874813,110$354,9750.01%
226ROCKWELL AUTOMATION INCROK1,208$351,9270.01%
227DATADOG INCDDOG2,835$350,4060.01%
228INVESCO EXCHANGE TRADED FD TIVZ9,922$349,1660.01%
229SEMPRASREA4,858$348,9570.01%
230KROGER COKR6,084$347,5640.01%
231CORTEVA INCCTVA5,870$338,5020.01%
232PRECISION DRILLING CORPPDS5,000$336,4500.01%
233ASML HOLDING N VASMLF345$334,8120.01%
234AT&T INCT-PC18,749$329,9810.01%
235CSX CORPCSX8,885$329,3770.01%
236PROSPERITY BANCSHARES INCPB4,992$328,3740.01%
237BOK FINL CORP05561Q2013,561$327,6120.01%
238TAIWAN SEMICONDUCTOR MFG LTD8740391002,407$327,4720.01%
239PORCH GROUP INCPRCH75,445$325,1680.01%
240PALANTIR TECHNOLOGIES INCPLTR13,958$321,1740.01%
241SHELL PLCRYDAF4,770$319,7810.01%
242NORFOLK SOUTHN CORP6558441081,213$309,1570.01%
243FIRST SOLAR INCFSLR1,795$302,9960.01%
244WEC ENERGY GROUP INCWEC3,628$297,9190.01%
245BAKER HUGHES COMPANYBKR8,887$297,7150.01%
246VANGUARD INDEX FDS9229086371,236$296,3430.01%
247COTERRA ENERGY INCCTRA10,585$295,1160.01%
248MICROSTRATEGY INCSTRK172$293,1840.01%
249INTUITINTU450$292,5000.01%
250MICRON TECHNOLOGY INCMU2,404$283,4360.01%
251HENRY JACK & ASSOC INC4262811011,590$276,2380.01%
252BANCFIRST CORPBANFP3,136$276,0620.01%
253SCHWAB STRATEGIC TR8085247634,839$275,9680.01%
254VERITEX HLDGS INC92345110813,300$272,5170.01%
255GALLAGHER ARTHUR J & CO3635761091,085$271,2930.01%
256SELECT SECTOR SPDR TR81369Y6056,405$269,7920.01%
257NUVEEN AMT FREE QLTY MUN INCNU24,148$267,3180.01%
258SPDR S&P MIDCAP 400 ETF TRMDY470$261,5080.01%
259FEDEX CORPFDX884$256,1300.01%
260VERTEX PHARMACEUTICALS INCVRTX607$253,7320.01%
261DELTA AIR LINES INC DELDAL5,286$253,0470.01%
262ISHARES TR46434VBG410,062$252,0530.01%
263SYNOPSYS INCSNPS440$251,4600.01%
264ISHARES TR4642871682,024$249,3430.01%
265ISHARES TR4642884142,310$248,5560.01%
266LAUDER ESTEE COS INC5184391041,600$246,6400.01%
267CITIGROUP INCC-PR3,893$246,2050.01%
268ISHARES TR464287622852$245,3270.01%
269ZSCALER INCZS1,263$243,2920.01%
270SPDR SER TR78468R7395,105$242,1810.01%
271SPIRIT AIRLS INC84857710250,000$242,0000.01%
272ADOBE INCADBE479$241,7030.01%
273SPDR SER TR78464A8702,523$239,4160.01%
274COINBASE GLOBAL INCCOIN899$238,3430.01%
275PALO ALTO NETWORKS INCPANW835$237,2490.01%
276AGNC INVT CORP00123Q10423,857$236,1840.01%
277COMMERCE BANCSHARES INCCBSH4,431$235,7290.01%
278HUNT J B TRANS SVCS INC4456581071,170$233,1230.01%
279FIDELITY COVINGTON TRUST3160928081,495$232,9810.00%
280ILLINOIS TOOL WKS INC452308109868$232,9100.00%
281RALPH LAUREN CORPRL1,240$232,8220.00%
282OGE ENERGY CORPOGE6,743$231,2800.00%
283ISHARES TR4642874731,818$227,8500.00%
284ISHARES TR4642886464,411$226,1960.00%
285PARKER-HANNIFIN CORPPH397$220,6490.00%
286SCHWAB STRATEGIC TR8085246074,388$216,0450.00%
287NUVEEN QUALITY MUNCP INCOMENU18,775$215,1570.00%
288GOLDMAN SACHS GROUP INCGSCE507$211,5890.00%
289VEECO INSTRS INC DEL9224171006,000$211,0200.00%
290KIMBERLY-CLARK CORPKMB1,622$209,8060.00%
291ISHARES INC46434G8485,008$208,8350.00%
292ON HLDG AGH5919C1045,885$208,2110.00%
293HERSHEY COHSY1,067$207,5320.00%
294SCHWAB STRATEGIC TR8085247555,789$206,1460.00%
295ANTERO MIDSTREAM CORPAM14,000$196,8400.00%
296NUVEEN MUNICIPAL CREDIT INCNU14,847$181,7270.00%
297NUVEEN AMT FREE MUN CR INC FNU13,881$168,6540.00%
298GENASYS INCGNSS61,056$144,7030.00%
299EATON VANCE MUN BD FDETN12,151$125,7630.00%
300BLACKROCK MUNIHLDGS NJ QLTYBLK10,065$117,0560.00%
301SOFI TECHNOLOGIES INCSOFI11,896$86,8410.00%
302NOVO-NORDISK A SNONOF14,300$63,9930.00%
303TASEKO MINES LTDTGB13,900$30,1630.00%
304SOFI TECHNOLOGIES INCSOFI20,000$15,5000.00%
305NOVO-NORDISK A SNONOF14,300$11,9410.00%
306PERSPECTIVE THERAPEUTICS INCCATX10,000$11,9000.00%
307ENOVIX CORPORATIONENVX3,000$3,2400.00%
308ENOVIX CORPORATIONENVX4,000$2,2000.00%
309ENOVIX CORPORATIONENVX65,000$1,7750.00%
310ENOVIX CORPORATIONENVX1,000$6560.00%
311ENOVIX CORPORATIONENVX200$5440.00%
312ENOVIX CORPORATIONENVX5,000$5000.00%