CAPITAL ADVISORS INC/OK Diversified Active

Location: Tulsa, OK

CIK: 0000860828 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 7, 2014

Total Value: $454.3B (100.0% shares, 0.0% debt)

Holdings (121)

AAON AAON INC 9.7%
Value $43.93B Shares 1,374,990 Est. Cost $8.22 Unrealized +42.2%
AAPL APPLE 3.6%
Value $16.43B Shares 29,287 Est. Cost $13.16 Unrealized +24.4%
COF CAPITAL ONE FINANCIAL 3.1%
Value $14.17B Shares 184,991 Est. Cost $47.00 Unrealized +22.0%
BROOKFIELD ASSET MGMT 2.9%
Value $12.98B Shares 334,245 Est. Cost $36789.70 Unrealized
GOOGLE 2.2%
Value $9.933B Shares 8,863 Est. Cost $880254.94 Unrealized
QCOM QUALCOMM 2.1%
Value $9.722B Shares 130,940 Est. Cost $45.06 Unrealized +11.8%
WFC WELLS FARGO 2.1%
Value $9.585B Shares 211,128 Est. Cost $27.36 Unrealized +12.4%
PEP PEPSICO 2.1%
Value $9.443B Shares 113,848 Est. Cost $56.00 Unrealized +3.1%
VALEANT PHARMACEUTICA 2.1%
Value $9.361B Shares 79,736 Est. Cost $86080.00 Unrealized
COP CONOCOPHILLIPS 2.0%
Value $9.032B Shares 127,840 Est. Cost $40.44 Unrealized +19.7%
GM GENERAL MOTORS 1.9%
Value $8.698B Shares 212,831 Est. Cost $23.62 Unrealized +19.3%
GENERAL ELECTRIC 1.8%
Value $8.076B Shares 288,134 Est. Cost $23351.63 Unrealized
ANNALY CAPITAL MGMT 1.8%
Value $8.074B Shares 809,812 Est. Cost $11526.50 Unrealized
UNILEVER PLC ADR 1.8%
Value $8.034B Shares 194,990 Est. Cost $41200.00 Unrealized
NATIONAL OILWELL VARC 1.7%
Value $7.677B Shares 96,526 Est. Cost $68900.07 Unrealized
ETN EATON CORP PLC 1.7%
Value $7.652B Shares 100,528 Est. Cost $46.59 Unrealized +14.3%
EXPRESS SCRIPTS 1.7%
Value $7.555B Shares 107,560 Est. Cost $61740.00 Unrealized
T AT&T 1.6%
Value $7.394B Shares 210,285 Est. Cost $11.38 Unrealized -1.8%
POTASH CORP 1.6%
Value $7.372B Shares 223,663 Est. Cost $34290.32 Unrealized
ABT ABBOTT LABS 1.6%
Value $7.226B Shares 188,530 Est. Cost $27.77 Unrealized +5.2%
FDX FEDEX CORP 1.6%
Value $7.203B Shares 50,100 Est. Cost $82.15 Unrealized +36.5%
AMGN AMGEN 1.6%
Value $7.168B Shares 62,829 Est. Cost $73.41 Unrealized +10.5%
CSX CSX CORP 1.6%
Value $7.096B Shares 246,640 Est. Cost $6.68 Unrealized +10.3%
JNJ JOHNSON & JOHNSON 1.5%
Value $6.949B Shares 75,867 Est. Cost $59.66 Unrealized +10.2%
MCD MCDONALDS CORP 1.5%
Value $6.793B Shares 70,012 Est. Cost $70.01 Unrealized 0.0%
CSCO CISCO SYSTEMS 1.5%
Value $6.746B Shares 300,739 Est. Cost $15.26 Unrealized -0.3%
COST COSTCO WHOLESALE 1.5%
Value $6.661B Shares 55,965 Est. Cost $86.63 Unrealized +9.8%
SO SOUTHERN COMPANY 1.5%
Value $6.636B Shares 161,415 Est. Cost $26.17 Unrealized -6.1%
BLACKROCK 1.5%
Value $6.607B Shares 20,879 Est. Cost $256846.64 Unrealized
V VISA 1.4%
Value $6.582B Shares 29,558 Est. Cost $40.02 Unrealized +15.7%
PG PROCTER & GAMBLE 1.4%
Value $6.255B Shares 76,838 Est. Cost $55.07 Unrealized +5.3%
HCP INC 1.4%
Value $6.186B Shares 170,330 Est. Cost $39593.18 Unrealized
AEP AMER ELECTRIC PWR 1.3%
Value $6.069B Shares 129,847 Est. Cost $30.06 Unrealized -0.5%
AMZN AMAZON COM 1.3%
Value $5.989B Shares 15,017 Est. Cost $13.32 Unrealized +35.0%
OXY OCCIDENTAL PETROLEUM 1.3%
Value $5.97B Shares 62,780 Est. Cost $58.01 Unrealized +9.2%
NATIONAL GRID PLC 1.3%
Value $5.829B Shares 89,236 Est. Cost $57696.09 Unrealized
AGL RESOURCES 1.2%
Value $5.659B Shares 119,816 Est. Cost $43051.33 Unrealized
PAYX PAYCHEX 1.2%
Value $5.544B Shares 121,774 Est. Cost $25.09 Unrealized +17.3%
PFE PFIZER 1.2%
Value $5.528B Shares 180,470 Est. Cost $16.45 Unrealized +7.2%
APOLLO EDUCATION GROU 1.2%
Value $5.471B Shares 200,270 Est. Cost $17869.79 Unrealized
WM WASTE MANAGEMENT 1.2%
Value $5.427B Shares 120,954 Est. Cost $30.91 Unrealized +9.6%
BGC PARTNERS 1.2%
Value $5.301B Shares 876,200 Est. Cost $6050.00 Unrealized
COVIDIEN PLC 1.2%
Value $5.266B Shares 77,331 Est. Cost $62814.51 Unrealized
WMB WILLIAMS COS INC 1.1%
Value $5.069B Shares 131,428 Est. Cost $17.80 Unrealized +3.3%
TOTAL ADR 1.1%
Value $5.064B Shares 82,654 Est. Cost $49700.10 Unrealized
DRI DARDEN RESTAURANTS 1.1%
Value $5.044B Shares 92,771 Est. Cost $31.13 Unrealized +3.0%
RIG TRANSOCEAN LTD 1.1%
Value $4.839B Shares 97,907 Est. Cost $50.97 Unrealized -4.0%
GLAXOSMITHKLINE PLC 1.1%
Value $4.792B Shares 89,749 Est. Cost $50379.09 Unrealized
LEG LEGGETT & PLATT 1.0%
Value $4.433B Shares 143,291 Est. Cost $31.91 Unrealized -6.6%
BIOMED REALTY TRUST 1.0%
Value $4.343B Shares 239,654 Est. Cost $19576.42 Unrealized
BP B P PLC ADR 0.9%
Value $4.037B Shares 83,041 Est. Cost $48069.52 Unrealized
LDOS LEIDOS HLDGS INC COM 0.9%
Value $3.991B Shares 85,847 Est. Cost $21.28 Unrealized +25.1%
KINDER MORGAN ENERGY 0.9%
Value $3.934B Shares 48,767 Est. Cost $80250.30 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value $3.732B Shares 36,879 Est. Cost $53.90 Unrealized +3.8%
EOG EOG RESOURCES 0.8%
Value $3.642B Shares 21,698 Est. Cost $46.52 Unrealized +34.0%
META FACEBOOK 0.7%
Value $3.137B Shares 57,400 Est. Cost $25.44 Unrealized +96.0%
FIRSTMERIT CORPORATIO 0.6%
Value $2.73B Shares 122,815 Est. Cost $20030.00 Unrealized
EPD ENTERPRISE PRODS PART 0.4%
Value $1.707B Shares 25,751 Est. Cost $63345.13 Unrealized
SAIC SCIENCE APPLICATNS IN 0.4%
Value $1.655B Shares 50,040 Est. Cost $31.48 Unrealized +10.4%
BAC BANK OF AMERICA 0.3%
Value $1.404B Shares 90,179 Est. Cost $10.03 Unrealized +16.5%
CVX CHEVRONTEXACO CORP 0.3%
Value $1.191B Shares 9,535 Est. Cost $71.30 Unrealized +1.7%
ALLIANCE HOLDINGS GP 0.3%
Value $1.173B Shares 20,000 Est. Cost $63750.00 Unrealized
TCBI TEXAS CAPITAL BANCSHA 0.2%
Value $1.132B Shares 18,200 Est. Cost $42.69 Unrealized +24.9%
ONEOK PARTNERS L P 0.2%
Value $1.131B Shares 21,478 Est. Cost $49691.96 Unrealized
WILLIAMS PARTNERS L P 0.2%
Value $1.103B Shares 21,696 Est. Cost $51882.54 Unrealized
BRK/A BERKSHIRE HATHAWAY IN 0.2%
Value $1.067B Shares 6 Est. Cost $165023.42 Unrealized +5.1%
PSX PHILLIPS 66 0.2%
Value $1.046B Shares 13,558 Est. Cost $40.37 Unrealized +7.5%
FITB FIFTH THIRD BANCORP 0.2%
Value $973M Shares 46,275 Est. Cost $11.47 Unrealized +14.0%
SCHW CHARLES SCHWAB CORP N 0.2%
Value $751M Shares 28,900 Est. Cost $15.92 Unrealized +29.8%
MMM 3M CO 0.1%
Value $645M Shares 4,600 Est. Cost $61.26 Unrealized +18.6%
ABBV ABBVIE INC 0.1%
Value $607M Shares 11,500 Est. Cost $26.55 Unrealized +14.5%
PM PHILIP MORRIS INTL IN 0.1%
Value $601M Shares 6,900 Est. Cost $49.77 Unrealized -3.9%
MO ALTRIA GROUP INC 0.1%
Value $600M Shares 15,628 Est. Cost $16.27 Unrealized +5.4%
SLB SCHLUMBERGER 0.1%
Value $559M Shares 6,202 Est. Cost $52.90 Unrealized +23.0%
JPM J P MORGAN CHASE & CO 0.1%
Value $550M Shares 9,401 Est. Cost $36.31 Unrealized +9.2%
APACHE CORP 0.1%
Value $539M Shares 6,275 Est. Cost $83829.96 Unrealized
LMT LOCKHEED MARTIN 0.1%
Value $535M Shares 3,600 Est. Cost $71.65 Unrealized +35.6%
VZ VERIZON COMMUNICATION 0.1%
Value $529M Shares 10,765 Est. Cost $27.04 Unrealized -1.6%
BMY BRISTOL MYERS SQUIBB 0.1%
Value $520M Shares 9,781 Est. Cost $28.85 Unrealized +18.4%
DVN DEVON ENERGY CORP NEW 0.1%
Value $499M Shares 8,067 Est. Cost $38.10 Unrealized +7.7%
DEALERTRACK HLDGS INC 0.1%
Value $481M Shares 10,000 Est. Cost $35430.00 Unrealized
CVS CVS CORP 0.1%
Value $461M Shares 6,442 Est. Cost $41.44 Unrealized +11.8%
KO COCA COLA 0.1%
Value $457M Shares 11,058 Est. Cost $27.85 Unrealized -3.3%
BRK/B BERKSHIRE HATHAWAY IN 0.1%
Value $455M Shares 3,840 Est. Cost $110.02 Unrealized +5.1%
MALLINCKRODT PLC 0.1%
Value $446M Shares 8,536 Est. Cost $44089.99 Unrealized
NUSTAR ENERGY LP UNIT 0.1%
Value $414M Shares 8,127 Est. Cost $41787.44 Unrealized
RRC RANGE RES CORP 0.1%
Value $379M Shares 4,493 Est. Cost $76.85 Unrealized +1.2%
ENBRIDGE ENERGY PARTN 0.1%
Value $371M Shares 12,420 Est. Cost $30490.02 Unrealized
MAGELLAN MIDSTREAM PA 0.1%
Value $356M Shares 5,630 Est. Cost $54650.57 Unrealized
KR KROGER CO 0.1%
Value $356M Shares 9,000 Est. Cost $13.44 Unrealized +22.4%
MSFT MICROSOFT 0.1%
Value $344M Shares 9,205 Est. Cost $26.70 Unrealized +12.4%
WMT WAL MART STORES INC 0.1%
Value $332M Shares 4,223 Est. Cost $19.98 Unrealized +1.8%
PENN VIRGINIA CORP 0.1%
Value $316M Shares 33,500 Est. Cost $6009.70 Unrealized
C CITIGROUP INC 0.1%
Value $313M Shares 6,010 Est. Cost $35.95 Unrealized +4.7%
INTC INTEL CORP 0.1%
Value $311M Shares 11,988 Est. Cost $17.18 Unrealized +4.4%
UHS UNIVERSAL HEALTH SVCS 0.1%
Value $308M Shares 3,786 Est. Cost $62.83 Unrealized +21.1%
LAREDO PETE HLDGS INC 0.1%
Value $307M Shares 11,080 Est. Cost $27689.98 Unrealized
OKE ONEOK INC NEW 0.1%
Value $299M Shares 4,803 Est. Cost $20.98 Unrealized +16.3%
IBM I B M 0.1%
Value $295M Shares 1,575 Est. Cost $117.95 Unrealized -9.8%
CHESAPEAKE ENERGY COR 0.1%
Value $282M Shares 10,375 Est. Cost $27140.05 Unrealized
BOARDWALK PIPELINE PA 0.1%
Value $269M Shares 10,557 Est. Cost $29369.91 Unrealized
PAA PLAINS ALL AMERN PIPE 0.1%
Value $266M Shares 5,145 Est. Cost $55809.96 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value $252M Shares 3,361 Est. Cost $66269.86 Unrealized
CAT CATERPILLAR INC 0.1%
Value $251M Shares 2,760 Est. Cost $61.55 Unrealized +1.8%
PIONEER NAT RES CO 0.0%
Value $226M Shares 1,229 Est. Cost $184121.23 Unrealized
RAYTHEON CO 0.0%
Value $218M Shares 2,400 Est. Cost $90700.00 Unrealized
ENERGY TRANSFER PARTN 0.0%
Value $208M Shares 3,640 Est. Cost $57250.00 Unrealized
RESOLUTE ENERGY CORP 0.0%
Value $204M Shares 22,637 Est. Cost $8148.70 Unrealized
SANCHEZ ENERGY CORP 0.0%
Value $203M Shares 8,300 Est. Cost $24510.00 Unrealized
SRE SEMPRA ENERGY CORP 0.0%
Value $200M Shares 2,229 Est. Cost $30.53 Unrealized 0.0%
UNILIFE CORP NEW 0.0%
Value $154M Shares 35,000 Est. Cost $3170.00 Unrealized
TMEN THERMOENERGY CORP COM 0.0%
Value $15.95M Shares 550,000 Est. Cost $0.04 Unrealized -27.7%
BONANZA ROYALTIES, LL 0.0%
Value $883K Shares 15,800 Est. Cost $55.89 Unrealized
RANGE RES LTD SHS 0.0%
Value $558K Shares 25,000 Est. Cost $41.12 Unrealized
MACROSOLVE INC 0.0%
Value $486K Shares 20,000 Est. Cost $30.00 Unrealized
3DICON CORP NEW 0.0%
Value $455K Shares 78,489 Est. Cost $23.49 Unrealized
GEOGLOBAL RESOURCES I 0.0%
Value $403K Shares 43,850 Est. Cost $26.00 Unrealized
EESO ENZYME ENVIRONMENTAL 0.0%
Value $72,000 Shares 715,000 Est. Cost $0.00 Unrealized 0.0%
DEEP ROCK OIL & GAS I 0.0%
Value $5,000 Shares 50,000 Est. Cost $0.10 Unrealized
CASAVANT INTL MNG COR 0.0%
Value $0 Shares 153,599 Est. Cost Unrealized
DISABILITY ACCESS COR 0.0%
Value $0 Shares 10,000 Est. Cost Unrealized