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Home > Institutional Investor > Capital Advisors Inc > Profile

Instuitional Investor - Capital Advisors Inc

Fund Profile
Filing Period:
Fund Name: Capital Advisors Inc
Portfolio Value $4,467,374,094
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pepsico Inc
 PEP 1,738,552 $295,275,622 6.6%
2.
Microsoft Corp
 MSFT 470,619 $176,971,491 3.96%
3.
Spdr S & P 500 Etf Trust
 SPY 357,502 $169,924,479 3.8%
4.
Apple Inc.
 AAPL 665,826 $128,191,399 2.86%
5.
Jpmorgan Chase & Co
 JPM 608,857 $103,566,625 2.31%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)