CAPITAL ADVISORS INC/OK Q1 2020 Filing

Filed May 21, 2020

Portfolio Value

$1.8T

Holdings

165

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (165 positions)

#StockSharesValue% PortfolioType
1
PEPPEPSICO INC
1,673,434$201.0B10.90%
2
VGSHVANGUARD SCOTTSDALE FDS
1,032,080$64.3B3.49%
3
IBDRISHARES TR
2,554,460$62.7B3.40%
4
MSFTMICROSOFT CORP
389,416$61.4B3.33%
5
AAONAAON INC
1,222,294$59.0B3.20%
6
MBBISHARES TR
501,247$55.4B3.00%
7
IBDQISHARES TR
2,139,129$53.4B2.90%
8
TOTLSSGA ACTIVE ETF TR
1,060,965$50.9B2.76%
9
IAUISHARES TR
1,822,312$45.2B2.45%
10
IBDPISHARES TR
1,825,181$45.1B2.45%
11
IBDSISHARES TR
1,704,706$41.8B2.27%
12
AAPLAPPLE INC
151,835$38.6B2.09%
13
IAUISHARES TR
1,375,153$34.4B1.86%
14
AMZNAMAZON COM INC
15,474$30.2B1.64%
15
PGPROCTER & GAMBLE CO
262,775$28.9B1.57%
16
VVISA INC
149,912$24.2B1.31%
17
BACVERIZON COMMUNICATIONS INC
446,268$24.0B1.30%
18
BLKCHFBLACKROCK INC
51,134$22.5B1.22%
19
ABBVABBVIE INC
285,449$21.7B1.18%
20
CSCOCISCO SYS INC
550,400$21.6B1.17%
21
GISGENERAL MLS INC
405,617$21.4B1.16%
22
KRKROGER CO
707,614$21.3B1.16%
23
BCEBCE INC
521,241$21.3B1.16%
24
HDHOME DEPOT INC
113,926$21.3B1.15%
25
ACNACCENTURE PLC IRELAND
130,229$21.3B1.15%
26
WMBWILLIAMS COS INC
1,476,151$20.9B1.13%
27
DHRDANAHER CORPORATION
150,510$20.8B1.13%
28
CATCATERPILLAR INC DEL
177,400$20.6B1.12%
29
BABAALIBABA GROUP HLDG LTD
99,736$19.4B1.05%
30
GOOGALPHABET INC
16,565$19.3B1.04%
31
ETNEATON CORP PLC
245,261$19.1B1.03%
32
KOCOCA COLA CO
429,991$19.0B1.03%
33
SOSOUTHERN CO
349,875$18.9B1.03%
34
RTN1USDRAYTHEON CO
142,436$18.7B1.01%
35
TMOTHERMO FISHER SCIENTIFIC INC
64,498$18.3B0.99%
36
JPMJPMORGAN CHASE & CO
202,972$18.3B0.99%
37
PYPLPAYPAL HLDGS INC
190,822$18.3B0.99%
38
DDOMINION ENERGY INC
242,283$17.5B0.95%
39
LEGLEGGETT & PLATT INC
650,785$17.4B0.94%
40
LMTLOCKHEED MARTIN CORP
50,057$17.0B0.92%
41
AVGOBROADCOM INC
67,305$16.0B0.87%
42
BXBLACKSTONE GROUP INC
338,408$15.4B0.84%
43
IVWISHARES TR
93,228$15.4B0.83%
44
XBISPDR SER TR
193,385$15.0B0.81%
45
UNHUNITEDHEALTH GROUP INC
58,763$14.7B0.79%
46
SYKSTRYKER CORP
87,669$14.6B0.79%
47
INTUINTUIT
63,417$14.6B0.79%
48
PFEPFIZER INC
440,862$14.4B0.78%
49
WRKUSDWESTROCK CO
508,310$14.4B0.78%
50
SCHBSCHWAB STRATEGIC TR
237,544$14.4B0.78%
51
VNQVANGUARD INDEX FDS
202,937$14.2B0.77%
52
GMGENERAL MTRS CO
679,671$14.1B0.77%
53
MMM3M CO
103,105$14.1B0.76%
54
IJHISHARES TR
96,664$13.9B0.75%
55
LAMRLAMAR ADVERTISING CO NEW
267,365$13.7B0.74%
56
BAMBROOKFIELD ASSET MGMT INC
286,195$12.7B0.69%
57
TDOCTELADOC HEALTH INC
76,828$11.9B0.65%
58
HRUSDHEALTHCARE RLTY TR
421,611$11.8B0.64%
59
AMATAPPLIED MATLS INC
256,566$11.8B0.64%
60
PBCTEURPEOPLES UTD FINL INC
997,238$11.0B0.60%
61
NXPINXP SEMICONDUCTORS N V
128,078$10.6B0.58%
62
JNJJOHNSON & JOHNSON
80,315$10.5B0.57%
63
NVDANVIDIA CORP
37,899$10.0B0.54%
64
VYMVANGUARD WHITEHALL FDS
138,227$9.8B0.53%
65
SCHFSCHWAB STRATEGIC TR
374,516$9.7B0.52%
66
SCHCSCHWAB STRATEGIC TR
356,123$8.7B0.47%
67
IJRISHARES TR
150,014$8.4B0.46%
68
BFAMBRIGHT HORIZONS FAM SOL IN D
80,387$8.2B0.44%
69
DALDELTA AIR LINES INC DEL
252,624$7.2B0.39%
70
ISRGINTUITIVE SURGICAL INC
14,280$7.1B0.38%
71
BXMTBLACKSTONE MTG TR INC
344,968$6.4B0.35%
72
CIMCHIMERA INVT CORP
666,975$6.1B0.33%
73
CRSPCRISPR THERAPEUTICS AG
133,579$5.7B0.31%
74
XOMEXXON MOBIL CORP
132,759$5.0B0.27%
75
HYGISHARES TR
64,729$5.0B0.27%
76
IMTMISHARES TR
159,756$4.2B0.23%
77
VWOVANGUARD INTL EQUITY INDEX F
123,681$4.1B0.23%
78
INTCINTEL CORP
71,277$3.9B0.21%
79
EDITEDITAS MEDICINE INC
188,979$3.7B0.20%
80
SPYSPDR S&P 500 ETF TR
13,591$3.5B0.19%
81
IVLUISHARES TR
196,476$3.5B0.19%
82
IWFISHARES TR
18,495$2.8B0.15%
83
VSSVANGUARD INTL EQUITY INDEX F
35,227$2.8B0.15%
84
WMTWALMART INC
22,506$2.6B0.14%
85
ABTABBOTT LABS
28,246$2.2B0.12%
86
SPEMSPDR INDEX SHS FDS
66,703$1.9B0.10%
87
TAT&T INC
56,003$1.6B0.09%
88
BRK/BBERKSHIRE HATHAWAY INC DEL
8,261$1.5B0.08%
89
SCHXSCHWAB STRATEGIC TR
22,616$1.4B0.08%
90
GOOGLALPHABET INC
1,099$1.3B0.07%
91
YUMYUM BRANDS INC
18,438$1.3B0.07%
92
BMYBRISTOL-MYERS SQUIBB CO
20,611$1.1B0.06%
93
BACBK OF AMERICA CORP
52,982$1.1B0.06%
94
OKEONEOK INC NEW
51,016$1.1B0.06%
95
CSXCSX CORP
15,854$908.0M0.05%
96
MPTMEDICAL PPTYS TRUST INC
48,352$836.0M0.05%
97
CVXCHEVRON CORP NEW
11,197$811.0M0.04%
98
PBPROSPERITY BANCSHARES INC
16,591$801.0M0.04%
99
YUMCYUM CHINA HLDGS INC
18,498$789.0M0.04%
100
VOOVANGUARD INDEX FDS
3,082$730.0M0.04%
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