Chief Operating Officer

0000860828-20-000007.txt : 20201102 0000860828-20-000007.hdr.sgml : 20201102 20201102110242 ACCESSION NUMBER: 0000860828-20-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201102 DATE AS OF CHANGE: 20201102 EFFECTIVENESS DATE: 20201102 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CAPITAL ADVISORS INC/OK CENTRAL INDEX KEY: 0000860828 IRS NUMBER: 731044294 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04953 FILM NUMBER: 201279414 BUSINESS ADDRESS: STREET 1: 2222 SOUTH UTICA PLACE STREET 2: STE 300 CITY: TULSA STATE: OK ZIP: 74114 BUSINESS PHONE: 918-599-0045 MAIL ADDRESS: STREET 1: 2222 SOUTH UTICA PLACE STREET 2: STE 300 CITY: TULSA STATE: OK ZIP: 74114 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000860828 XXXXXXXX 09-30-2020 09-30-2020 CAPITAL ADVISORS INC/OK

2222 SOUTH UTICA PLACE STE 300 TULSA OK 74114

13F HOLDINGS REPORT 028-04953 N Jamie Wilson Chief Operating Officer 9185990045 Jamie Wilson Tulsa OK 11-02-2020 0 201 2469 false INFORMATION TABLE 2 INFO_093020.xml PFIZER INC COM 717081103 18240 497000 SH SOLE 0 0 0 497000 DEERE & CO COM 244199105 410 1852 SH SOLE 0 0 0 1852 DANAHER CORPORATION COM 235851102 34506 160248 SH SOLE 0 0 0 160248 GENERAL ELECTRIC CO COM 369604103 210 33744 SH SOLE 0 0 0 33744 YUM CHINA HLDGS INC COM 98850P109 979 18498 SH SOLE 0 0 0 18498 VERITEX HLDGS INC COM 923451108 226 13300 SH SOLE 0 0 0 13300 GLU MOBILE INC COM 379890106 92 12000 SH SOLE 0 0 0 12000 BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 10620 181226 SH SOLE 0 0 0 181226 MASTERCARD INCORPORATED CL A 57636Q104 310 917 SH SOLE 0 0 0 917 SPDR S&P 500 ETF TR TR UNIT 78462F103 51453 153640 SH SOLE 0 0 0 153640 ABBOTT LABS COM 002824100 3128 28741 SH SOLE 0 0 0 28741 INTUITIVE SURGICAL INC COM NEW 46120E602 11727 16528 SH SOLE 0 0 0 16528 BK OF AMERICA CORP COM 060505104 1334 55380 SH SOLE 0 0 0 55380 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 11450 136900 SH SOLE 0 0 0 136900 TELADOC HEALTH INC COM 87918A105 11943 54474 SH SOLE 0 0 0 54474 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 9153 226455 SH SOLE 0 0 0 226455 THE TRADE DESK INC COM CL A 88339J105 299 577 SH SOLE 0 0 0 577 CVS HEALTH CORP COM 126650100 544 9319 SH SOLE 0 0 0 9319 COSTCO WHSL CORP NEW COM 22160K105 336 946 SH SOLE 0 0 0 946 PEPSICO INC COM 713448108 234048 1688661 SH SOLE 0 0 0 1688661 ISHARES TR IBONDS DEC22 ETF 46434VBA7 50350 1964487 SH SOLE 0 0 0 1964487 NEXTERA ENERGY INC COM 65339F101 266 958 SH SOLE 0 0 0 958 UNION PAC CORP COM 907818108 235 1193 SH SOLE 0 0 0 1193 AT&T INC COM 00206R102 1468 51490 SH SOLE 0 0 0 51490 TARGET CORP COM 87612E106 234 1484 SH SOLE 0 0 0 1484 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 35480 156997 SH SOLE 0 0 0 156997 LOWES COS INC COM 548661107 337 2029 SH SOLE 0 0 0 2029 NOVARTIS AG SPONSORED ADR 66987V109 270 3107 SH SOLE 0 0 0 3107 APPLE INC COM 037833100 68715 593344 SH SOLE 0 0 0 593344 AMAZON COM INC COM 023135106 47961 15232 SH SOLE 0 0 0 15232 PAYCHEX INC COM 704326107 21167 265356 SH SOLE 0 0 0 265356 SOUTHWEST AIRLS CO COM 844741108 334 8895 SH SOLE 0 0 0 8895 MERCK & CO. 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