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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 2025 · Filed April 29, 2025 · Accession 0000860828-25-000004

Total Value
$5.06B
Positions
311
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (311)

#IssuerTicker / CUSIPSharesValue% of Filing
1PEPSICO INCPEP1,836,925$275.4M5.48%
2MICROSOFT CORPMSFT512,969$192.6M3.83%
3APPLE INCAAPL721,426$160.3M3.19%
4AMAZON COM INCAMZN727,334$138.4M2.75%
5WILLIAMS COS INC9694571002,306,410$137.8M2.74%
6JPMORGAN CHASE & CO.VYLD507,040$124.4M2.48%
7NVIDIA CORPORATIONNVDA1,125,828$122.0M2.43%
8ISHARES TR464288257921,895$107.3M2.14%
9ISHARES TR46436E2054,254,989$98.4M1.96%
10ISHARES TR46435UAA94,014,148$97.1M1.93%
11CHEVRON CORP NEWCVX569,258$95.2M1.90%
12EXXON MOBIL CORPXOM715,538$85.1M1.69%
13SOUTHERN COSOMN911,626$83.8M1.67%
14ALPHABET INCGOOG514,165$80.3M1.60%
15BERKSHIRE HATHAWAY INC DELBRK-A144,763$77.1M1.53%
16ACCENTURE PLC IRELANDACN245,493$76.6M1.52%
17ISHARES TR46435U5152,919,415$73.7M1.47%
18ABBVIE INCABBV346,804$72.7M1.45%
19SIMON PPTY GROUP INC NEW828806109391,692$65.1M1.29%
20INTUITIVE SURGICAL INCISRG122,086$60.5M1.20%
21SPDR SER TR78464A3751,779,239$59.1M1.18%
22VANGUARD SCOTTSDALE FDS92206C1021,000,206$58.7M1.17%
23MORGAN STANLEYMS-PQ503,118$58.7M1.17%
24J P MORGAN EXCHANGE TRADED F46641Q3321,025,822$58.6M1.17%
25ISHARES TR46436E7262,675,727$58.1M1.16%
26VERIZON COMMUNICATIONS INCVZ1,272,262$57.7M1.15%
27ISHARES TR46435GAA02,377,526$57.6M1.15%
28PROCTER AND GAMBLE CO742718109331,643$56.5M1.13%
29SSGA ACTIVE ETF TR78467V8481,396,074$56.2M1.12%
30HONEYWELL INTL INC438516106264,746$56.1M1.12%
31STRYKER CORPORATIONSYK150,529$56.0M1.12%
32INTERNATIONAL BUSINESS MACHSINTR221,558$55.1M1.10%
33APPLIED MATLS INC038222105361,437$52.5M1.04%
34THERMO FISHER SCIENTIFIC INCTMO100,324$49.9M0.99%
35EQT CORPEQT918,274$49.1M0.98%
36JANUS DETROIT STR TR47103U8521,078,122$48.7M0.97%
37J P MORGAN EXCHANGE TRADED F46654Q203935,386$48.4M0.96%
38CISCO SYS INCCSCO757,973$46.8M0.93%
39VISA INCV132,241$46.3M0.92%
40VANGUARD INTL EQUITY INDEX F922042858996,176$45.1M0.90%
41SCHWAB STRATEGIC TR8085248052,252,428$44.6M0.89%
42DOORDASH INCDASH241,444$44.1M0.88%
43PAYCHEX INCPAYX276,998$42.7M0.85%
44PALO ALTO NETWORKS INCPANW243,684$41.6M0.83%
45BROOKFIELD CORP11271J107787,786$41.3M0.82%
46COCA COLA COKO571,404$40.9M0.81%
47MEDTRONIC PLCMDT453,458$40.7M0.81%
48UNITEDHEALTH GROUP INCUNH77,077$40.4M0.80%
49UBER TECHNOLOGIES INCUBER545,239$39.7M0.79%
50CONSTELLATION ENERGY CORPCEG195,752$39.5M0.79%
51ENBRIDGE INCENNPF878,476$38.9M0.77%
52WASTE MGMT INC DEL94106L109167,027$38.7M0.77%
53ECOLAB INCECL148,590$37.7M0.75%
54UNILEVER PLCUNLYF624,126$37.2M0.74%
55GE VERNOVA INCGEV120,540$36.8M0.73%
56DOW INCDOW1,039,216$36.3M0.72%
57SCHLUMBERGER LTDSLB859,197$35.9M0.71%
58PFIZER INCPFE1,413,472$35.8M0.71%
59DANAHER CORPORATION235851102171,326$35.1M0.70%
60SEA LTDSE267,546$34.9M0.69%
61CORNING INCGLW753,241$34.5M0.69%
62ARES CAPITAL CORPARCC1,530,843$33.9M0.68%
63VERALTO CORPVLTO346,618$33.8M0.67%
64HOME DEPOT INCHD86,729$31.8M0.63%
65PRUDENTIAL FINL INCPUKPF282,298$31.5M0.63%
66BLACKSTONE INCBX223,591$31.3M0.62%
67REALTY INCOME CORPO534,512$31.0M0.62%
68CAMECO CORPCCJ753,037$31.0M0.62%
69WATSCO INCWSO-B59,909$30.5M0.61%
70FREEPORT-MCMORAN INCFCX791,326$30.0M0.60%
71MERCADOLIBRE INCMELI15,341$29.9M0.60%
72TEXAS INSTRS INC882508104165,676$29.8M0.59%
73BROADCOM INCAVGO175,346$29.4M0.58%
74SPDR SER TR78464A474943,205$28.4M0.57%
75ISHARES TR46432F842373,364$28.2M0.56%
76GENERAL MLS INC370334104456,916$27.3M0.54%
77LOCKHEED MARTIN CORPLMT58,665$26.2M0.52%
78SOUTHERN COPPER CORPSCCO273,586$25.6M0.51%
79RIO TINTO PLCRTNTF425,301$25.6M0.51%
80ISHARES TR464287804213,836$22.4M0.45%
81AIRBNB INCABNB185,600$22.2M0.44%
82SPDR S&P 500 ETF TRSPY38,727$21.7M0.43%
83EATON CORP PLCETN72,260$19.6M0.39%
84ISHARES INC46434G103329,130$17.8M0.35%
85META PLATFORMS INCMETA24,237$14.0M0.28%
86CRISPR THERAPEUTICS AGCRSP307,498$10.5M0.21%
87IONQ INCIONQ-WT470,266$10.4M0.21%
88EMERSON ELEC COEMR86,576$9.5M0.19%
89ONEOK INC NEWOKE91,079$9.0M0.18%
90INVESCO QQQ TRIVZ15,044$7.1M0.14%
91ISHARES TR46428730973,565$6.8M0.14%
92NETFLIX INCNFLX6,891$6.4M0.13%
93BERKSHIRE HATHAWAY INC DELBRK-A8$6.4M0.13%
94WALMART INCWMT64,806$5.7M0.11%
95ELI LILLY & COLLY6,318$5.2M0.10%
96ENTERPRISE PRODS PARTNERS L293792107133,146$4.5M0.09%
97TESLA INCTSLA16,995$4.4M0.09%
98ISHARES TR46428750774,768$4.4M0.09%
99ABBOTT LABSABLZF32,605$4.3M0.09%
100ALPHABET INCGOOG27,739$4.3M0.09%
101COSTCO WHSL CORP NEW22160K1054,101$3.9M0.08%
102JOHNSON & JOHNSONJNJ22,958$3.8M0.08%
103VANGUARD WORLD FD92204A7026,374$3.5M0.07%
104CONOCOPHILLIPSCOP31,854$3.3M0.07%
105ORACLE CORPORCL-PD22,714$3.2M0.06%
106YUM BRANDS INCYUM19,354$3.0M0.06%
107AAON INCAAON37,001$2.9M0.06%
108RTX CORPORATIONRTX21,697$2.9M0.06%
109ALLIANCE RESOURCE PARTNERS LARLP99,024$2.7M0.05%
110SCHWAB STRATEGIC TR808524201120,136$2.7M0.05%
111VANGUARD INDEX FDS9229083635,076$2.6M0.05%
112SCHWAB CHARLES CORPSCHW-PJ29,856$2.3M0.05%
113VANGUARD INDEX FDS9229087698,202$2.3M0.04%
114MCDONALDS CORPMCD7,042$2.2M0.04%
115SELECT SECTOR SPDR TR81369Y80310,593$2.2M0.04%
116LAM RESEARCH CORPLRCX29,927$2.2M0.04%
117PALANTIR TECHNOLOGIES INCPLTR24,941$2.1M0.04%
118ISHARES TR4642872003,444$1.9M0.04%
119BANK AMERICA CORP06050510444,685$1.9M0.04%
120VANGUARD WHITEHALL FDS92194640614,358$1.9M0.04%
121FIFTH THIRD BANCORPFITBM46,873$1.8M0.04%
122VANGUARD SPECIALIZED FUNDS9219088449,456$1.8M0.04%
123PHILLIPS 66PSX14,707$1.8M0.04%
124SPDR GOLD TRGLD6,243$1.8M0.04%
125SCHWAB STRATEGIC TR80852410283,165$1.8M0.04%
126AUTOMATIC DATA PROCESSING INADP5,309$1.6M0.03%
127SUPER MICRO COMPUTER INCSMCI47,251$1.6M0.03%
128NOVO-NORDISK A SNONOF22,410$1.6M0.03%
129INTERNATIONAL PAPER CO46014610326,337$1.4M0.03%
130VALERO ENERGY CORPVLO10,385$1.4M0.03%
131SPDR SER TR78464A7639,538$1.3M0.03%
132ENERGY TRANSFER L PET-PI69,148$1.3M0.03%
133CATERPILLAR INCCAT3,675$1.2M0.02%
1343M COMMM8,062$1.2M0.02%
135GE AEROSPACE3696043015,827$1.2M0.02%
136VANGUARD WORLD FD92204A6034,692$1.2M0.02%
137TAIWAN SEMICONDUCTOR MFG LTD8740391006,961$1.2M0.02%
138SCHWAB STRATEGIC TR80852479740,727$1.1M0.02%
139PHILIP MORRIS INTL INC7181721097,126$1.1M0.02%
140GENERAL DYNAMICS CORPGD4,136$1.1M0.02%
141ALTRIA GROUP INCMO18,754$1.1M0.02%
142DISNEY WALT CO25468710611,054$1.1M0.02%
143CVS HEALTH CORPCVS14,891$1.0M0.02%
144YUM CHINA HLDGS INCYUMC18,628$969,7800.02%
145DUKE ENERGY CORP NEWDUKB7,795$950,7660.02%
146NATIONAL STORAGE AFFILIATESNSA-PB24,104$949,7170.02%
147DEVON ENERGY CORP NEW25179M10324,886$930,7480.02%
148COLGATE PALMOLIVE COCL9,471$887,4080.02%
149SHOPIFY INCSHOP9,184$876,8580.02%
150VANGUARD INDEX FDS9229087444,949$854,8880.02%
151AMERICAN ELEC PWR CO INC0255371017,731$844,7670.02%
152VANGUARD WORLD FD92204A1082,595$844,7570.02%
153ISHARES GOLD TRIAU14,185$836,3480.02%
154VANGUARD INDEX FDS9229087513,687$817,5050.02%
155MARATHON PETE CORPMARA5,603$816,2560.02%
156ISHARES TR4642874084,150$790,9070.02%
157ISHARES TR4642876142,174$785,0100.02%
158MASTERCARD INCORPORATEDMA1,410$772,8010.02%
159ISHARES TR46434V44919,173$765,7700.02%
160ADVANCED MICRO DEVICES INCAMD7,418$762,1180.02%
161INVESCO EXCH TRADED FD TR IIIVZ10,122$756,3210.02%
162BRISTOL-MYERS SQUIBB COCELG-RI12,340$752,6390.01%
163UNITED PARCEL SERVICE INCUPS6,707$737,6600.01%
164ISHARES TR46435G40923,975$726,6820.01%
165SPDR DOW JONES INDL AVERAGE78467X1091,703$714,8710.01%
166CROWDSTRIKE HLDGS INCCRWD2,012$709,3310.01%
167BP PLCBPPFF20,928$707,1680.01%
168QUALCOMM INCQCOM4,542$697,7380.01%
169MICROSTRATEGY INCSTRK2,349$677,0420.01%
170AMGEN INCAMGN2,127$662,7430.01%
171INVESCO EXCHANGE TRADED FD TIVZ3,822$662,0320.01%
172BLACKROCK INCBLK697$659,2610.01%
173ISHARES TR4642871505,307$647,4880.01%
174SHERWIN WILLIAMS COSHW1,849$645,7350.01%
175MARSH & MCLENNAN COS INC5717481022,643$645,0470.01%
176SCHWAB STRATEGIC TR80852430025,182$630,5580.01%
177MOTOROLA SOLUTIONS INCMSI1,429$625,7670.01%
178DIMENSIONAL ETF TRUST25434V70818,497$610,2160.01%
179MERCK & CO INCMRK6,792$609,6690.01%
180APPLOVIN CORPAPP2,273$602,3220.01%
181FORTIVE CORPFTV8,225$601,9060.01%
182APOLLO GLOBAL MGMT INC03769M1064,348$595,4100.01%
183MCKESSON CORPMCK872$586,7990.01%
184SPDR SER TR78464A3597,645$585,7600.01%
185VANGUARD INDEX FDS9229087361,562$579,2210.01%
186SHELL PLCRYDAF7,898$578,7740.01%
187AMERICAN EXPRESS COAXP2,084$560,6970.01%
188LOEWS CORPL6,008$552,1960.01%
189NEXTERA ENERGY INCNEE-PW7,679$544,3380.01%
190AT&T INCT-PC19,188$542,6240.01%
191VANGUARD INDEX FDS9229086372,085$536,0240.01%
192SELECT SECTOR SPDR TR81369Y5065,607$523,9320.01%
193DIMENSIONAL ETF TRUST25434V72412,628$520,4070.01%
194NORTHROP GRUMMAN CORPNOC1,002$512,9470.01%
195VANGUARD WORLD FD92204A5041,933$511,7230.01%
196SCHWAB STRATEGIC TR80852477121,558$508,9840.01%
197DUPONT DE NEMOURS INCDD6,507$485,9490.01%
198UNION PAC CORPUNP2,054$485,1290.01%
199MARA HOLDINGS INCMARA41,653$479,0100.01%
200SELECT SECTOR SPDR TR81369Y6059,234$459,9500.01%
201SPDR INDEX SHS FDS78463X50911,558$455,0380.01%
202VANGUARD TAX-MANAGED FDS9219438588,942$454,5290.01%
203LOWES COS INC5486611071,948$454,2840.01%
204PUBLIC STORAGE OPER COPSA-PS1,491$446,2260.01%
205H & E EQUIPMENT SERVICES INC4040301084,700$445,5130.01%
206INTERNATIONAL BANCSHARES CORINTR6,992$440,9160.01%
207DILLARDS INC2540671011,224$438,3510.01%
208COMCAST CORP NEWCCZ11,791$435,0860.01%
209EDWARDS LIFESCIENCES CORPEW5,948$431,1010.01%
210OGE ENERGY CORPOGE9,361$430,2240.01%
211SERVICENOW INCNOW533$424,2550.01%
212ISHARES BITCOIN TRUST ETFIBIT9,004$421,4770.01%
213SUNOCO LP/SUNOCO FIN CORPSUN7,224$419,4450.01%
214WHEATON PRECIOUS METALS CORPWPM5,300$411,4390.01%
215WEC ENERGY GROUP INCWEC3,675$400,4850.01%
216SELECT SECTOR SPDR TR81369Y3084,884$398,9010.01%
217FIRST FINL BANKSHARES INC32020R10910,974$394,1860.01%
218BAKER HUGHES COMPANYBKR8,918$391,9530.01%
219DELL TECHNOLOGIES INCDELL4,294$391,3690.01%
220CORTEVA INCCTVA6,026$379,2020.01%
221THE TRADE DESK INC88339J1056,911$378,1680.01%
222ALPS ETF TR00162Q4527,153$371,5270.01%
223AFFIRM HLDGS INCAFRM8,123$367,0780.01%
224SPDR S&P MIDCAP 400 ETF TRMDY683$364,3670.01%
225ALLSTATE CORPALL-PJ1,758$363,9990.01%
226HCA HEALTHCARE INCHCA1,046$361,3310.01%
227SOUTHWEST AIRLS CO84474110810,645$357,4650.01%
228PROSPERITY BANCSHARES INCPB4,992$356,2790.01%
229CHIPOTLE MEXICAN GRILL INCCMG7,048$353,8840.01%
230ISHARES TR4642871682,633$353,6500.01%
231ISHARES TR4642874813,005$353,0570.01%
232GALLAGHER ARTHUR J & CO3635761091,011$349,0380.01%
233WP CAREY INC92936U1095,473$345,4150.01%
234BANCFIRST CORPBANFP3,136$344,5520.01%
235VANGUARD INTL EQUITY INDEX F9220427182,964$342,6380.01%
236NORFOLK SOUTHN CORP6558441081,445$342,2480.01%
237SEMPRASREA4,716$336,5030.01%
238VERITEX HLDGS INC92345110813,300$332,1010.01%
239INVESCO EXCHANGE TRADED FD TIVZ9,697$331,6480.01%
240FIDELITY COVINGTON TRUST3160928082,049$330,4420.01%
241SCHWAB STRATEGIC TR80852440912,069$320,8010.01%
242ARCH CAP GROUP LTDG0450A1053,327$319,9430.01%
243VANGUARD BD INDEX FDS9219378273,956$309,6370.01%
244OCCIDENTAL PETE CORP6745991056,273$309,6220.01%
245TARGET CORPTGT2,967$309,6140.01%
246CHECK POINT SOFTWARE TECH LTM224651041,357$309,3670.01%
247ROCKWELL AUTOMATION INCROK1,180$304,9470.01%
248AMEREN CORPAEE3,000$301,2000.01%
249GOLDMAN SACHS GROUP INCGSCE547$298,9730.01%
250ARCBEST CORPARCB4,230$298,5770.01%
251LIBERTY ENERGY INCLBRT18,670$295,5460.01%
252HELMERICH & PAYNE INCHP11,218$293,0140.01%
253ISHARES TR464287622950$291,3240.01%
254HENRY JACK & ASSOC INC4262811011,591$290,5240.01%
255CITIGROUP INCC-PR4,086$290,0570.01%
256PUBLIC SVC ENTERPRISE GRP IN7445731063,504$288,3600.01%
257KIMBERLY-CLARK CORPKMB2,019$287,1980.01%
258ON HLDG AGH5919C1046,386$280,4730.01%
259HUMANA INCHUM1,053$278,7030.01%
260AFLAC INCAFL2,502$278,1940.01%
261COMMERCE BANCSHARES INCCBSH4,419$274,9940.01%
262AGNC INVT CORP00123Q10428,661$274,5720.01%
263DIAMONDBACK ENERGY INCFANG1,715$274,1940.01%
264BOK FINL CORP05561Q2012,625$273,3940.01%
265LEGGETT & PLATT INCLEG34,507$272,9500.01%
266DOVER CORPDOV1,550$272,2690.01%
267WELLS FARGO CO NEW9497461013,784$271,6300.01%
268STARBUCKS CORPSBUX2,744$269,1570.01%
269COTERRA ENERGY INCCTRA9,288$268,4090.01%
270T-MOBILE US INCTMUSZ1,005$268,1750.01%
271CSX CORPCSX9,039$266,0130.01%
272OKTA INCOKTA2,476$260,4740.01%
273ADOBE INCADBE677$259,4960.01%
274INTUITINTU422$259,0610.01%
275XCEL ENERGY INCXELLL3,632$257,0910.01%
276HERSHEY COHSY1,498$256,2100.01%
277MSCI INCMSCI451$255,2230.01%
278ANTERO MIDSTREAM CORPAM14,000$252,0000.01%
279VANGUARD INDEX FDS922908629973$251,6620.01%
280ISHARES TR4642876551,251$249,6580.00%
281SPDR SER TR78468R7395,105$242,9980.00%
282HESS CORPHESM1,501$239,7550.00%
283HUNT J B TRANS SVCS INC4456581071,600$236,7200.00%
284SALESFORCE INCCRM873$234,2960.00%
285ROYAL CARIBBEAN GROUPV7780T1031,140$234,2520.00%
286GILEAD SCIENCES INCGILD2,079$232,9410.00%
287HALLIBURTON COHAL9,084$230,4590.00%
288NOVARTIS AGNVSEF2,066$230,3620.00%
289FIRST SOLAR INCFSLR1,795$226,9420.00%
290MICRON TECHNOLOGY INCMU2,569$223,1840.00%
291SELECT SECTOR SPDR TR81369Y7041,700$222,8400.00%
292TOYOTA MOTOR CORPTOYOF1,237$218,4350.00%
293ASML HOLDING N VASMLF326$216,0240.00%
294COMPANHIA DE SANEAMENTO BASISBS12,000$214,3200.00%
295ARISTA NETWORKS INCANET2,757$213,6060.00%
296ONE GAS INCOGS2,798$211,5010.00%
297MPLX LPMPLXP3,935$210,6010.00%
298CARDINAL HEALTH INCCAH1,504$207,1930.00%
299IDEXX LABS INC45168D104485$203,8610.00%
300ANTERO RESOURCES CORPAR5,000$202,2020.00%
301BOEING COBA-PA1,184$201,8950.00%
302SOFI TECHNOLOGIES INCSOFI13,361$155,3880.00%
303BITWISE ETHEREUM ETFETHW10,375$136,1200.00%
304SOUNDHOUND AI INCSOUNW12,460$101,1750.00%
305GENASYS INCGNSS43,690$99,1760.00%
306ATAI LIFE SCIENCES NVN0731H10370,000$95,2000.00%
307VERITONE INCVERI30,000$69,7500.00%
308MIND MEDICINE MINDMED INC60255C88550,000$50,0000.00%
309OPKO HEALTH INCOPK300,000$37,5000.00%
310SIMPPLE LTDSPPL30,000$15,9000.00%
311OPKO HEALTH INCOPK50,000$11,2500.00%