Mark Ciulla

@Capital Advisors, Ltd. Llc

Latest period2024 - Q3

Reported2mo 26d ago

Managed Assets$806.3M

Total holdings1554

Assets growth rate4.65%

Assets growth rate (2-Q avg)2.55%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Advisors, Ltd. Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1554 positions.

Assets under management

The assets under management (AUM) of Capital Advisors, Ltd. Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 806.3M in assets, with a quarterly growth rate of 4.65% and a 2-quarter average growth rate of 2.55%. The portfolio is managed by Mark Ciulla, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FUNSix Flags Entertainment Corp Recent Activity New Position	0.01%	$23,000 562 shares@ $40.93 avg price	New Position
ALBAlbemarle Corp Recent Activity New Position	0.01%	$18,000 187 shares@ $96.26 avg price	New Position
DYNFBlackrock Etf Trust Recent Activity New Position	0.01%	$14,000 292 shares@ $47.95 avg price	New Position
CSGPCostar Group Inc Recent Activity New Position	0.01%	$11,000 143 shares@ $76.93 avg price	New Position
AALAmerican Airls Group Inc Recent Activity New Position	0.01%	$7,000 660 shares@ $10.61 avg price	New Position
FERGFerguson Enterprises Inc Recent Activity New Position	0.01%	$6,000 29 shares@ $206.9 avg price	New Position
DTCRGlobal X Fds Recent Activity New Position	0.01%	$6,000 350 shares@ $17.15 avg price	New Position
TELTe Connectivity Plc Recent Activity New Position	0.01%	$5,000 36 shares@ $138.89 avg price	New Position
SIRISiriusxm Holdings Inc Recent Activity New Position	0.01%	$5,000 194 shares@ $25.78 avg price	New Position
AMTMAmentum Holdings Inc Recent Activity New Position	0.01%	$5,000 161 shares@ $31.06 avg price	New Position