ADELL HARRIMAN & CARPENTER INC Diversified Active

CIK: 0001134152 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 7, 2013

Total Value ($000): $279,130,995 (100.0% shares, 0.0% debt)

Holdings (120)

XOM EXXON MOBIL 7.0%
Value ($000) $19,559,871 Shares 216,490 Est. Cost $53.69 Unrealized 0.0%
AAPL APPLE COMPUTER 5.3%
Value ($000) $14,692,626 Shares 37,053 Est. Cost $13.16 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS 3.3%
Value ($000) $9,289,311 Shares 149,466 Est. Cost $62149.99 Unrealized
QCOM QUALCOMM INC 2.8%
Value ($000) $7,677,818 Shares 125,680 Est. Cost $45.06 Unrealized 0.0%
JPM J P MORGAN CHASE 2.6%
Value ($000) $7,367,530 Shares 139,563 Est. Cost $36.24 Unrealized 0.0%
JNJ JOHNSN&JOHNSN 2.3%
Value ($000) $6,480,541 Shares 75,478 Est. Cost $59.66 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 2.3%
Value ($000) $6,455,334 Shares 69,457 Est. Cost $92940.01 Unrealized
PEP PEPSICO INC 2.2%
Value ($000) $6,108,091 Shares 74,680 Est. Cost $56.00 Unrealized 0.0%
ANADARKO PETRO 2.2%
Value ($000) $6,069,407 Shares 70,632 Est. Cost $85929.99 Unrealized
CVX CHEVRONTEXACO 2.1%
Value ($000) $5,993,569 Shares 50,647 Est. Cost $71.30 Unrealized 0.0%
CENTURYLINK INC 2.1%
Value ($000) $5,835,255 Shares 165,070 Est. Cost $35350.18 Unrealized
ORCL ORACLE CORP 1.9%
Value ($000) $5,411,403 Shares 176,210 Est. Cost $27.58 Unrealized 0.0%
INTC INTEL CORP 1.9%
Value ($000) $5,394,700 Shares 222,645 Est. Cost $17.18 Unrealized 0.0%
MCD MCDONALDS 1.9%
Value ($000) $5,294,797 Shares 53,482 Est. Cost $71.80 Unrealized 0.0%
V VISA INC 1.9%
Value ($000) $5,251,321 Shares 28,735 Est. Cost $40.02 Unrealized 0.0%
HON HONEYWELL INTL 1.9%
Value ($000) $5,246,278 Shares 66,124 Est. Cost $53.13 Unrealized 0.0%
GOOGLE INC 1.9%
Value ($000) $5,203,867 Shares 5,911 Est. Cost $880370.00 Unrealized
MSFT MICROSOFT 1.7%
Value ($000) $4,850,394 Shares 140,408 Est. Cost $26.70 Unrealized 0.0%
SLB SCHLUMBERGER 1.7%
Value ($000) $4,782,129 Shares 66,734 Est. Cost $52.90 Unrealized 0.0%
OXY OCCIDENTAL PETRO 1.6%
Value ($000) $4,578,926 Shares 51,316 Est. Cost $57.83 Unrealized 0.0%
EEM EMERGING MARKETS ISHARES INDEX 1.5%
Value ($000) $4,296,561 Shares 111,599 Est. Cost $38500.00 Unrealized
PG PROCTER&GAMBLE 1.5%
Value ($000) $4,147,153 Shares 53,866 Est. Cost $55.00 Unrealized 0.0%
DIS DISNEY WALT CO 1.5%
Value ($000) $4,124,137 Shares 65,307 Est. Cost $56.11 Unrealized 0.0%
KO COCA COLA 1.5%
Value ($000) $4,091,872 Shares 102,016 Est. Cost $27.85 Unrealized 0.0%
WHOLE FOODS 1.4%
Value ($000) $4,041,592 Shares 78,508 Est. Cost $51480.00 Unrealized
IBM IBM CORP 1.4%
Value ($000) $3,878,991 Shares 20,297 Est. Cost $118.94 Unrealized 0.0%
VANGUARD NAT RES LLC 1.3%
Value ($000) $3,682,856 Shares 132,002 Est. Cost $27900.00 Unrealized
IYR ISHARES TR DOW JONES REAL ESTATE 1.3%
Value ($000) $3,573,462 Shares 53,792 Est. Cost $66431.10 Unrealized
VZ VERIZON COMM 1.3%
Value ($000) $3,506,886 Shares 69,664 Est. Cost $27.04 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES 1.3%
Value ($000) $3,490,576 Shares 52,680 Est. Cost $33.34 Unrealized 0.0%
WFC WELLS FARGO 1.2%
Value ($000) $3,340,600 Shares 80,945 Est. Cost $27.36 Unrealized 0.0%
GIS GENERAL MILLS 1.2%
Value ($000) $3,307,125 Shares 68,146 Est. Cost $31.98 Unrealized 0.0%
HAL HALLIBURTON 1.2%
Value ($000) $3,296,984 Shares 79,026 Est. Cost $33.21 Unrealized 0.0%
KINDER MORGAN PARTNERS 1.2%
Value ($000) $3,242,979 Shares 37,974 Est. Cost $85399.98 Unrealized
T AT&T CORP 1.1%
Value ($000) $3,187,840 Shares 90,052 Est. Cost $11.40 Unrealized 0.0%
E M C CORP 1.1%
Value ($000) $3,101,731 Shares 131,318 Est. Cost $23620.00 Unrealized
FLR FLUOR CORP 1.1%
Value ($000) $3,070,656 Shares 51,773 Est. Cost $53.56 Unrealized 0.0%
TD TORONTO-DOMINION BANK 1.1%
Value ($000) $2,978,914 Shares 37,065 Est. Cost $40.27 Unrealized 0.0%
FCX FREEPORT MC COPPER 1.1%
Value ($000) $2,945,959 Shares 106,699 Est. Cost $24.45 Unrealized 0.0%
BHP BHP BILLITON LTD 1.0%
Value ($000) $2,912,752 Shares 50,516 Est. Cost $57659.99 Unrealized
SEADRILL LTD 1.0%
Value ($000) $2,859,948 Shares 70,200 Est. Cost $40740.00 Unrealized
AMZN AMAZON.COM 0.9%
Value ($000) $2,548,916 Shares 9,179 Est. Cost $13.32 Unrealized 0.0%
DU PONT 0.9%
Value ($000) $2,466,975 Shares 46,990 Est. Cost $52500.00 Unrealized
LINN ENERGY LLC UNIT 0.7%
Value ($000) $1,971,621 Shares 59,422 Est. Cost $33179.98 Unrealized
CERNER CORP 0.7%
Value ($000) $1,912,479 Shares 19,903 Est. Cost $96089.98 Unrealized
ISHARES WORLD EX-US REAL ESTATE 0.7%
Value ($000) $1,873,172 Shares 53,200 Est. Cost $35210.00 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $1,872,369 Shares 18,978 Est. Cost $73.34 Unrealized 0.0%
CSCO CISCO SYSTEMS 0.7%
Value ($000) $1,871,580 Shares 76,909 Est. Cost $15.24 Unrealized 0.0%
IBB ISHARES TR NASDAQ BIOTECHNOLOGY 0.7%
Value ($000) $1,816,698 Shares 10,448 Est. Cost $173879.98 Unrealized
BKF ISHARES TR MCSI BRIC INDEX FD 0.6%
Value ($000) $1,786,126 Shares 52,456 Est. Cost $34049.98 Unrealized
CAT CATERPILLAR 0.6%
Value ($000) $1,751,180 Shares 21,229 Est. Cost $61.55 Unrealized 0.0%
SPG SIMON PPTY GRP 0.6%
Value ($000) $1,719,432 Shares 10,888 Est. Cost $88.80 Unrealized 0.0%
BROADCOM CORP CL A 0.6%
Value ($000) $1,691,439 Shares 50,050 Est. Cost $33794.98 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,611,846 Shares 38,990 Est. Cost $26.55 Unrealized 0.0%
EMR EMERSON ELEC 0.6%
Value ($000) $1,611,002 Shares 29,538 Est. Cost $40.02 Unrealized 0.0%
GENERAL ELEC 0.6%
Value ($000) $1,573,998 Shares 67,874 Est. Cost $23190.00 Unrealized
CMI CUMMINS INC 0.6%
Value ($000) $1,538,505 Shares 14,185 Est. Cost $81.53 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $1,273,290 Shares 24,835 Est. Cost $36.21 Unrealized 0.0%
WINDSTREAM CORP 0.4%
Value ($000) $1,240,277 Shares 160,866 Est. Cost $7710.00 Unrealized
CMCSA COMCAST CORP 0.4%
Value ($000) $1,236,008 Shares 29,605 Est. Cost $15.62 Unrealized 0.0%
EAGLE ROCK ENERGY PARTNERS LP 0.4%
Value ($000) $1,234,016 Shares 156,800 Est. Cost $7870.00 Unrealized
WALGREEN CO 0.4%
Value ($000) $1,182,173 Shares 26,746 Est. Cost $44199.99 Unrealized
C CITIGROUP 0.4%
Value ($000) $1,177,903 Shares 24,555 Est. Cost $35.76 Unrealized 0.0%
ALERIAN MLP ETF 0.4%
Value ($000) $1,170,067 Shares 65,550 Est. Cost $17849.99 Unrealized
SANDISK CORP 0.4%
Value ($000) $1,108,965 Shares 18,150 Est. Cost $61100.00 Unrealized
FXI CHINA INDEX ISHARES 0.3%
Value ($000) $958,689 Shares 29,480 Est. Cost $32519.98 Unrealized
EQUINIX INC 0.3%
Value ($000) $937,454 Shares 5,075 Est. Cost $184720.00 Unrealized
KRAFT FOODS GROUP 0.3%
Value ($000) $905,094 Shares 16,200 Est. Cost $55870.00 Unrealized
VLO VALERO ENERGY 0.3%
Value ($000) $901,760 Shares 25,935 Est. Cost $24.01 Unrealized 0.0%
ROYAL DUTCH SHELL 0.3%
Value ($000) $898,024 Shares 13,551 Est. Cost $66269.95 Unrealized
POWERSHARES MID CAP REIT 0.3%
Value ($000) $884,944 Shares 28,400 Est. Cost $31160.00 Unrealized
CF CF INDS HLDGS INC 0.3%
Value ($000) $882,196 Shares 5,144 Est. Cost $26.73 Unrealized 0.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $848,815 Shares 14,030 Est. Cost $39.96 Unrealized 0.0%
BLACKROCK INC 0.3%
Value ($000) $787,245 Shares 3,065 Est. Cost $256849.92 Unrealized
ADP AUTOMATIC DATA 0.3%
Value ($000) $740,589 Shares 10,755 Est. Cost $45.09 Unrealized 0.0%
ENERGY TRANSFER PARTNERS LP 0.3%
Value ($000) $733,436 Shares 14,512 Est. Cost $50539.97 Unrealized
KMB KIMBERLY CLARK 0.3%
Value ($000) $720,390 Shares 7,416 Est. Cost $63.06 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $708,316 Shares 25,288 Est. Cost $16.46 Unrealized 0.0%
PSA PUBLIC STORAGE 0.2%
Value ($000) $674,652 Shares 4,400 Est. Cost $97.16 Unrealized 0.0%
HD HOME DEPOT 0.2%
Value ($000) $667,791 Shares 8,620 Est. Cost $56.05 Unrealized 0.0%
TGT TARGET CORP 0.2%
Value ($000) $618,087 Shares 8,976 Est. Cost $47.95 Unrealized 0.0%
PSX PHILLIPS 66 0.2%
Value ($000) $599,703 Shares 10,180 Est. Cost $40.44 Unrealized 0.0%
ABT ABBOTT LABS 0.2%
Value ($000) $521,107 Shares 14,940 Est. Cost $28.85 Unrealized 0.0%
CNP CENTERPOINT ENERGY 0.2%
Value ($000) $513,934 Shares 21,878 Est. Cost $15.27 Unrealized 0.0%
MARATHON OIL 0.2%
Value ($000) $502,274 Shares 14,525 Est. Cost $34579.96 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $467,625 Shares 3,926 Est. Cost $119109.78 Unrealized
WMT WAL MART 0.2%
Value ($000) $448,579 Shares 6,022 Est. Cost $19.98 Unrealized 0.0%
NOBLE CORPORATION 0.2%
Value ($000) $430,666 Shares 11,460 Est. Cost $37579.93 Unrealized
RIO RIO TINTO SPRD ADR 0.2%
Value ($000) $426,205 Shares 10,375 Est. Cost $41080.00 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $412,328 Shares 6,475 Est. Cost $26.53 Unrealized 0.0%
MXI ISHARES TRUST S&P GLOBAL MATERIALS 0.1%
Value ($000) $379,138 Shares 7,128 Est. Cost $53189.96 Unrealized
AMERICAN CAP AGY 0.1%
Value ($000) $345,150 Shares 15,000 Est. Cost $23010.00 Unrealized
WEINGARTEN RLTY 0.1%
Value ($000) $334,562 Shares 10,873 Est. Cost $30769.98 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $327,904 Shares 6,340 Est. Cost $20.18 Unrealized 0.0%
ETN EATON CORP 0.1%
Value ($000) $323,061 Shares 4,909 Est. Cost $46.59 Unrealized 0.0%
GAMCO GLOBAL GOLD NAT RES & INCOME 0.1%
Value ($000) $322,421 Shares 33,035 Est. Cost $9759.98 Unrealized
AMREIT INC NEW 0.1%
Value ($000) $320,077 Shares 16,550 Est. Cost $19340.00 Unrealized
ISCG ISHARES TR SMALL GROWTH INDEX 0.1%
Value ($000) $304,668 Shares 2,798 Est. Cost $108887.77 Unrealized
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $302,005 Shares 4,250 Est. Cost $27.55 Unrealized 0.0%
ILF LATIN AMER 40 INDEX ISHARES 0.1%
Value ($000) $296,542 Shares 8,067 Est. Cost $36759.89 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $293,859 Shares 10,300 Est. Cost $23.16 Unrealized 0.0%
XXCHNXX CHINA FD 0.1%
Value ($000) $290,009 Shares 14,515 Est. Cost $19979.95 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $285,689 Shares 5,242 Est. Cost $54500.00 Unrealized
JACOBS ENGR GROUP 0.1%
Value ($000) $270,137 Shares 4,900 Est. Cost $55130.00 Unrealized
DVYE ISHARES EMERGING MARKETS DIVID INDEX 0.1%
Value ($000) $267,134 Shares 5,605 Est. Cost $47659.94 Unrealized
EXPRESS SCRIPTS INC 0.1%
Value ($000) $266,284 Shares 4,313 Est. Cost $61739.86 Unrealized
PAA PLAINS PIPELINE MLP 0.1%
Value ($000) $265,655 Shares 4,760 Est. Cost $55809.88 Unrealized
YORKVILLE HIGH INCOME MLP INDEX 0.1%
Value ($000) $251,168 Shares 13,500 Est. Cost $18605.04 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $247,544 Shares 3,570 Est. Cost $38.97 Unrealized 0.0%
ENSCO PLC 0.1%
Value ($000) $246,676 Shares 4,244 Est. Cost $58123.47 Unrealized
EPHE ISHARES TR MSCI PHILIPPINES INVESTABLE MKT 0.1%
Value ($000) $227,760 Shares 6,500 Est. Cost $35040.00 Unrealized
MRK MERCK & CO INC NEW 0.1%
Value ($000) $225,282 Shares 4,850 Est. Cost $30.02 Unrealized 0.0%
ORLY O'REILLY AUTOMOTIVE 0.1%
Value ($000) $225,240 Shares 2,000 Est. Cost $7.19 Unrealized 0.0%
INDIA FUND INC 0.1%
Value ($000) $219,055 Shares 11,427 Est. Cost $19169.95 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $218,700 Shares 2,000 Est. Cost $61.26 Unrealized 0.0%
UAA UNDER ARMOUR INC 0.1%
Value ($000) $214,956 Shares 3,600 Est. Cost $14.57 Unrealized 0.0%
CAMERON INTL CORP 0.1%
Value ($000) $207,944 Shares 3,400 Est. Cost $61160.00 Unrealized
CPT CAMDEN PPTY TR 0.1%
Value ($000) $207,420 Shares 3,000 Est. Cost $42.93 Unrealized 0.0%
IYM ISHARES TR DOW JONES BASIC MATERIALS 0.1%
Value ($000) $203,630 Shares 3,037 Est. Cost $67049.72 Unrealized
BAC BANK OF AMERICA 0.1%
Value ($000) $188,643 Shares 14,669 Est. Cost $10.03 Unrealized 0.0%