Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAPITAL ADVISORS INC/OK 04-29-2024 03-31-2024 312 4,660,987,346
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
PEPSICO INC COM 1 $306,030,522 1,748,646 0.01 0.01 10,094 0.58 03-31-2024
MICROSOFT CORP COM 2 $206,247,380 490,225 0.00 0.00 19,606 4.17 03-31-2024
AMAZON COM INC COM 3 $115,380,169 639,651 0.00 0.00 20,297 3.28 03-31-2024
APPLE INC COM 4 $113,879,329 664,097 0.00 0.00 -1,729 -0.26 03-31-2024
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