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
AMTMAmentum Holdings Inc Recent Activity New Position	0.01%	$5,000 161 shares@ $31.06 avg price	New Position
HELEHelen Of Troy Ltd Recent Activity New Position	0.01%	$2,000 40 shares@ $50.0 avg price	New Position
EXTRExtreme Networks Recent Activity New Position	0.01%	$2,000 122 shares@ $16.4 avg price	New Position
SHLSShoals Technologies Group In Recent Activity New Position	0.01%	$2,000 433 shares@ $4.62 avg price	New Position
IRBTIrobot Corp Recent Activity New Position	0.01%	$2,000 221 shares@ $9.05 avg price	New Position
BLUEBluebird Bio Inc Recent Activity New Position	0.01%	$1,000 1,166 shares@ $0.86 avg price	New Position
WKHSWorkhorse Group Inc Recent Activity New Position	0.01%	$1,000 795 shares@ $1.26 avg price	New Position
CFCf Inds Hldgs Inc Recent Activity New Position	0.01%	$1,000 8 shares@ $125.0 avg price	New Position
IPGPIpg Photonics Corp Recent Activity New Position	0.01%	$1,000 7 shares@ $142.86 avg price	New Position
CRICarters Inc Recent Activity New Position	0.01%	$1,000 9 shares@ $111.12 avg price	New Position