CAPITAL ADVISORS INC/OK Diversified Active

CIK: 0000860828 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 11, 2015

Total Value ($000): $812,330,203 (100.0% shares, 0.0% debt)

Holdings (135)

XOM EXXON MOBIL CORP 17.5%
Value ($000) $142,403,937 Shares 1,675,340 Est. Cost $55.57 Unrealized +0.0%
AAON AAON INC 9.6%
Value ($000) $77,777,884 Shares 3,170,725 Est. Cost $11.16 Unrealized +25.9%
BP B P PLC ADR 2.9%
Value ($000) $23,210,654 Shares 593,471 Est. Cost $41590.34 Unrealized
BROOKFIELD ASSET MGMT 2.1%
Value ($000) $17,179,278 Shares 320,449 Est. Cost $36789.70 Unrealized
COF CAPITAL ONE FINANCIAL 2.0%
Value ($000) $16,226,279 Shares 205,865 Est. Cost $49.41 Unrealized +30.6%
ANNALY CAPITAL MGMT 2.0%
Value ($000) $15,840,547 Shares 1,523,130 Est. Cost $11196.46 Unrealized
AAPL APPLE 1.8%
Value ($000) $14,996,528 Shares 120,522 Est. Cost $18.43 Unrealized +45.7%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $14,036,156 Shares 139,524 Est. Cost $68.05 Unrealized +10.4%
PG PROCTER & GAMBLE 1.6%
Value ($000) $13,294,239 Shares 162,244 Est. Cost $59.50 Unrealized +6.9%
RRC RANGE RES CORP 1.6%
Value ($000) $13,019,970 Shares 250,192 Est. Cost $58.59 Unrealized -15.3%
PEP PEPSICO 1.6%
Value ($000) $12,920,946 Shares 135,128 Est. Cost $58.72 Unrealized +18.7%
KMI KINDER MORGAN 1.6%
Value ($000) $12,871,808 Shares 306,034 Est. Cost $21.83 Unrealized +9.3%
HCP INC 1.4%
Value ($000) $11,354,874 Shares 262,783 Est. Cost $40187.93 Unrealized
OKE ONEOK INC 1.3%
Value ($000) $10,601,821 Shares 219,772 Est. Cost $27.25 Unrealized -14.5%
LAMR LAMAR ADVERTISING REI 1.3%
Value ($000) $10,582,801 Shares 178,552 Est. Cost $53830.11 Unrealized
SO SOUTHERN COMPANY 1.3%
Value ($000) $10,359,510 Shares 233,955 Est. Cost $26.54 Unrealized +12.8%
PEOPLES UNITED FINANC 1.3%
Value ($000) $10,285,930 Shares 676,706 Est. Cost $14626.65 Unrealized
VZ VERIZON COMMUNICATION 1.3%
Value ($000) $10,181,374 Shares 209,364 Est. Cost $26.47 Unrealized +4.3%
AMGN AMGEN 1.3%
Value ($000) $10,157,988 Shares 63,547 Est. Cost $74.85 Unrealized +53.7%
WMB WILLIAMS COS INC 1.2%
Value ($000) $10,128,373 Shares 200,205 Est. Cost $20.01 Unrealized +24.7%
WFC WELLS FARGO 1.2%
Value ($000) $10,081,417 Shares 185,320 Est. Cost $27.36 Unrealized +45.6%
CALPINE CORP 1.2%
Value ($000) $10,023,121 Shares 438,265 Est. Cost $21360.26 Unrealized
BABA ALIBABA GROUP HLDG LT 1.2%
Value ($000) $9,712,610 Shares 116,682 Est. Cost $87016.02 Unrealized
OXY OCCIDENTAL PETROLEUM 1.2%
Value ($000) $9,597,986 Shares 131,479 Est. Cost $56.44 Unrealized -1.2%
UNILEVER PLC ADR 1.2%
Value ($000) $9,473,217 Shares 227,121 Est. Cost $41385.65 Unrealized
GLAXOSMITHKLINE PLC 1.2%
Value ($000) $9,459,636 Shares 204,976 Est. Cost $48757.13 Unrealized
EXPRESS SCRIPTS 1.1%
Value ($000) $9,210,202 Shares 106,145 Est. Cost $61740.00 Unrealized
WHOLE FOODS MKT INC 1.1%
Value ($000) $9,079,783 Shares 174,343 Est. Cost $38110.00 Unrealized
GM GENERAL MOTORS 1.1%
Value ($000) $9,057,762 Shares 241,540 Est. Cost $23.90 Unrealized +17.8%
CNP CENTERPOINT ENERGY IN 1.1%
Value ($000) $8,946,904 Shares 438,359 Est. Cost $15.01 Unrealized 0.0%
LABORATORY CORP AMER 1.1%
Value ($000) $8,799,443 Shares 69,787 Est. Cost $108155.97 Unrealized
EXC EXELON CORP 1.1%
Value ($000) $8,668,019 Shares 257,900 Est. Cost $16.83 Unrealized 0.0%
ABT ABBOTT LABS 1.1%
Value ($000) $8,529,724 Shares 184,108 Est. Cost $27.84 Unrealized +34.4%
F FORD MTR CO DEL 1.0%
Value ($000) $8,485,831 Shares 525,764 Est. Cost $8.83 Unrealized 0.0%
FHI FEDERATED INVS INC 1.0%
Value ($000) $8,358,186 Shares 246,627 Est. Cost $17.49 Unrealized +15.7%
GEO GEO GROUP INC 1.0%
Value ($000) $8,269,814 Shares 189,068 Est. Cost $13.78 Unrealized +17.8%
DISCOVERY COMMUNICATI 1.0%
Value ($000) $8,167,758 Shares 277,108 Est. Cost $33648.11 Unrealized
VOD VODAFONE GROUP 1.0%
Value ($000) $8,138,803 Shares 249,045 Est. Cost $33368.06 Unrealized
MSFT MICROSOFT 1.0%
Value ($000) $8,099,693 Shares 199,230 Est. Cost $36.88 Unrealized +1.0%
AMZN AMAZON 1.0%
Value ($000) $8,065,640 Shares 21,676 Est. Cost $14.31 Unrealized +22.9%
GENERAL ELECTRIC 1.0%
Value ($000) $7,964,709 Shares 321,028 Est. Cost $24014.83 Unrealized
POTASH CORP 1.0%
Value ($000) $7,953,830 Shares 246,630 Est. Cost $36593.56 Unrealized
FIRSTMERIT CORPORATIO 1.0%
Value ($000) $7,899,894 Shares 414,475 Est. Cost $19060.00 Unrealized
V VISA 0.9%
Value ($000) $7,649,675 Shares 116,950 Est. Cost $56.05 Unrealized +9.3%
CSX CSX CORP 0.9%
Value ($000) $7,620,284 Shares 230,081 Est. Cost $6.68 Unrealized +45.2%
ALTERA CORP 0.9%
Value ($000) $7,538,558 Shares 175,683 Est. Cost $37164.89 Unrealized
WYNN WYNN RESORTS LTD 0.9%
Value ($000) $7,323,200 Shares 58,176 Est. Cost $123.06 Unrealized 0.0%
BLACKROCK 0.9%
Value ($000) $7,078,911 Shares 19,350 Est. Cost $256846.64 Unrealized
QCOM QUALCOMM 0.9%
Value ($000) $7,070,981 Shares 101,975 Est. Cost $45.15 Unrealized +14.4%
BMY BRISTOL MYERS SQUIBB 0.8%
Value ($000) $6,880,763 Shares 106,678 Est. Cost $42.08 Unrealized +3.3%
MCD MCDONALDS 0.8%
Value ($000) $6,839,526 Shares 70,192 Est. Cost $70.15 Unrealized +2.8%
PB PROSPERITY BANCSHARES 0.8%
Value ($000) $6,777,057 Shares 129,136 Est. Cost $37.84 Unrealized -0.9%
PRICELINE GROUP INC 0.8%
Value ($000) $6,546,015 Shares 5,623 Est. Cost $1198159.50 Unrealized
ETN EATON CORP PLC 0.8%
Value ($000) $6,506,818 Shares 95,773 Est. Cost $46.80 Unrealized +12.3%
BIOMED REALTY TRUST 0.8%
Value ($000) $6,106,883 Shares 269,501 Est. Cost $20134.97 Unrealized
GOOGLE INC CL C 0.7%
Value ($000) $5,575,900 Shares 10,175 Est. Cost $571552.06 Unrealized
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $5,134,162 Shares 52,320 Est. Cost $54.51 Unrealized +29.4%
CONTINENTAL RESOURCES 0.6%
Value ($000) $4,994,844 Shares 114,377 Est. Cost $40607.57 Unrealized
BGC PARTNERS 0.5%
Value ($000) $4,429,007 Shares 468,678 Est. Cost $6369.76 Unrealized
GOOGLE INC CL A 0.5%
Value ($000) $4,200,188 Shares 7,572 Est. Cost $880254.94 Unrealized
PATTERN ENERGY GROUP 0.5%
Value ($000) $3,674,021 Shares 129,732 Est. Cost $31855.99 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $2,168,350 Shares 69,343 Est. Cost $24.52 Unrealized +6.1%
EPD ENTERPRISE PRODS PART 0.2%
Value ($000) $1,998,926 Shares 60,702 Est. Cost $49779.96 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,942,616 Shares 31,202 Est. Cost $41.19 Unrealized +10.6%
CSCO CISCO SYSTEMS 0.2%
Value ($000) $1,837,046 Shares 66,741 Est. Cost $19.64 Unrealized +2.3%
BRK/A BERKSHIRE HATHAWAY IN 0.2%
Value ($000) $1,740,000 Shares 8 Est. Cost $177891.00 Unrealized +24.2%
TWITTER 0.2%
Value ($000) $1,702,720 Shares 34,000 Est. Cost $40970.00 Unrealized
OPK OPKO HEALTH INC 0.2%
Value ($000) $1,551,615 Shares 109,500 Est. Cost $8.56 Unrealized +52.0%
HD HOME DEPOT INC 0.2%
Value ($000) $1,536,348 Shares 13,523 Est. Cost $83.68 Unrealized +2.0%
T AT&T 0.2%
Value ($000) $1,433,026 Shares 43,891 Est. Cost $11.35 Unrealized +3.9%
BAC BANK OF AMERICA 0.2%
Value ($000) $1,430,947 Shares 92,979 Est. Cost $10.11 Unrealized +26.1%
ONEOK PARTNERS L P 0.2%
Value ($000) $1,333,924 Shares 32,662 Est. Cost $47320.14 Unrealized
CVX CHEVRONTEXACO CORP 0.2%
Value ($000) $1,245,865 Shares 11,868 Est. Cost $71.19 Unrealized -6.0%
ALLIANCE HOLDINGS GP 0.1%
Value ($000) $1,109,267 Shares 21,460 Est. Cost $63639.11 Unrealized
PAA PLAINS ALL AMERN PIPE 0.1%
Value ($000) $1,007,832 Shares 20,665 Est. Cost $52132.78 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $1,001,207 Shares 12,738 Est. Cost $40.37 Unrealized +22.0%
CVS CVS CORP 0.1%
Value ($000) $923,436 Shares 8,947 Est. Cost $47.79 Unrealized +55.4%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $872,284 Shares 46,275 Est. Cost $11.47 Unrealized +13.0%
TCBI TEXAS CAPITAL BANCSHA 0.1%
Value ($000) $827,050 Shares 17,000 Est. Cost $42.69 Unrealized +10.5%
MMM 3M CO 0.1%
Value ($000) $824,750 Shares 5,000 Est. Cost $63.54 Unrealized +52.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $798,900 Shares 15,972 Est. Cost $17.12 Unrealized +53.0%
KO COCA COLA 0.1%
Value ($000) $746,809 Shares 18,417 Est. Cost $29.61 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $693,465 Shares 11,846 Est. Cost $26.95 Unrealized +44.1%
JPM J P MORGAN CHASE & CO 0.1%
Value ($000) $661,628 Shares 10,922 Est. Cost $40.85 Unrealized +8.4%
LMT LOCKHEED MARTIN 0.1%
Value ($000) $606,242 Shares 2,987 Est. Cost $71.65 Unrealized +105.4%
BRK/B BERKSHIRE HATHAWAY IN 0.1%
Value ($000) $579,589 Shares 4,016 Est. Cost $111.38 Unrealized +32.1%
PM PHILIP MORRIS INTL IN 0.1%
Value ($000) $538,610 Shares 7,150 Est. Cost $49.65 Unrealized -5.2%
USB US BANCORP DEL 0.1%
Value ($000) $524,520 Shares 12,011 Est. Cost $29.79 Unrealized 0.0%
WMT WAL MART STORES INC 0.1%
Value ($000) $512,426 Shares 6,230 Est. Cost $20.20 Unrealized +14.0%
WILLIAMS PARTNERS L P 0.1%
Value ($000) $488,902 Shares 9,933 Est. Cost $49219.97 Unrealized
SLB SCHLUMBERGER 0.1%
Value ($000) $470,776 Shares 5,642 Est. Cost $57.44 Unrealized +6.8%
ENBRIDGE ENERGY PARTN 0.1%
Value ($000) $447,244 Shares 12,420 Est. Cost $30490.02 Unrealized
MAGELLAN MIDSTREAM PA 0.1%
Value ($000) $447,219 Shares 5,830 Est. Cost $58150.16 Unrealized
BAX BAXTER INTL 0.1%
Value ($000) $435,386 Shares 6,356 Est. Cost $31.65 Unrealized 0.0%
SEMGROUP CORP 0.1%
Value ($000) $426,791 Shares 5,247 Est. Cost $83270.03 Unrealized
KR KROGER CO 0.1%
Value ($000) $421,630 Shares 5,500 Est. Cost $13.44 Unrealized +115.1%
OREXIGEN THERAPEUTICS 0.0%
Value ($000) $391,500 Shares 50,000 Est. Cost $6060.00 Unrealized
DEALERTRACK HLDGS INC 0.0%
Value ($000) $385,200 Shares 10,000 Est. Cost $35430.00 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $318,841 Shares 1,927 Est. Cost $82.15 Unrealized +80.0%
TOTAL ADR 0.0%
Value ($000) $312,858 Shares 6,300 Est. Cost $49660.00 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $305,778 Shares 5,401 Est. Cost $47.77 Unrealized -9.1%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $304,400 Shares 10,000 Est. Cost $15.92 Unrealized +59.6%
UNH UNITEDHEALTH GROUP IN 0.0%
Value ($000) $286,853 Shares 2,425 Est. Cost $70.34 Unrealized +32.5%
APACHE CORP 0.0%
Value ($000) $277,216 Shares 4,595 Est. Cost $83829.96 Unrealized
RAYTHEON CO 0.0%
Value ($000) $262,200 Shares 2,400 Est. Cost $90700.00 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $256,921 Shares 5,426 Est. Cost $32.80 Unrealized +10.1%
GW PHARMACEUTICALS PL 0.0%
Value ($000) $250,608 Shares 2,750 Est. Cost $91130.18 Unrealized
SRE SEMPRA ENERGY CORP 0.0%
Value ($000) $243,006 Shares 2,229 Est. Cost $30.53 Unrealized +28.3%
MARKWEST ENERGY PARTN 0.0%
Value ($000) $237,299 Shares 3,590 Est. Cost $66100.00 Unrealized
PFE PFIZER 0.0%
Value ($000) $227,295 Shares 6,533 Est. Cost $17.97 Unrealized +11.9%
IBM I B M 0.0%
Value ($000) $226,466 Shares 1,411 Est. Cost $117.95 Unrealized -18.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $220,883 Shares 2,760 Est. Cost $61.55 Unrealized +2.6%
BAKER HUGHES INC 0.0%
Value ($000) $218,524 Shares 3,437 Est. Cost $63579.87 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $213,305 Shares 3,537 Est. Cost $39.33 Unrealized +5.7%
AEP AMER ELECTRIC PWR 0.0%
Value ($000) $211,596 Shares 3,762 Est. Cost $40.34 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $210,735 Shares 3,361 Est. Cost $66269.86 Unrealized
UNILIFE CORP NEW 0.0%
Value ($000) $140,350 Shares 35,000 Est. Cost $3170.00 Unrealized
BONANZA ROYALTIES, LL 0.0%
Value ($000) $44,491 Shares 796,195 Est. Cost $55.88 Unrealized
FNMA FEDERAL NAT MORTGAGE 0.0%
Value ($000) $25,850 Shares 11,000 Est. Cost $2.50 Unrealized 0.0%
SANDRIDGE ENERGY INC 0.0%
Value ($000) $17,800 Shares 10,000 Est. Cost $1780.00 Unrealized
U S GEOTHERMAL INC 0.0%
Value ($000) $17,675 Shares 37,000 Est. Cost $460.30 Unrealized
AMEDICA CORP 0.0%
Value ($000) $5,691 Shares 16,208 Est. Cost $4509.99 Unrealized
PROPELL TECHNOLOGIES 0.0%
Value ($000) $4,809 Shares 31,250 Est. Cost $153.89 Unrealized
TOTALLY GREEN INC COM 0.0%
Value ($000) $1,335 Shares 13,350 Est. Cost $670.04 Unrealized
GEOGLOBAL RESOURCES I 0.0%
Value ($000) $658 Shares 43,850 Est. Cost $26.00 Unrealized
TMEN THERMOENERGY CORP COM 0.0%
Value ($000) $550 Shares 550,000 Est. Cost $0.04 Unrealized -90.0%
3DICON CORP 0.0%
Value ($000) $287 Shares 143,489 Est. Cost $16.79 Unrealized
ISBL ISE BLU EQUITY CORP 0.0%
Value ($000) $200 Shares 1,000,000 Est. Cost $0.00 Unrealized 0.0%
DEEP ROCK OIL & GAS I 0.0%
Value ($000) $5 Shares 50,000 Est. Cost $0.10 Unrealized
DISABILITY ACCESS COR 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
CASAVANT INTL MNG COR 0.0%
Value ($000) $0 Shares 153,599 Est. Cost Unrealized
GLOBAL GEOPHYSICAL SV 0.0%
Value ($000) $0 Shares 13,335 Est. Cost $39.97 Unrealized
UVCL UNIVERCELL HOLDINGS I 0.0%
Value ($000) $0 Shares 100,000 Est. Cost $0.00 Unrealized 0.0%
RANGE RES LTD SHS 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $41.12 Unrealized
SSI HOLDINGS, INC. 0.0%
Value ($000) $0 Shares 425,964 Est. Cost Unrealized