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Mark Ciulla

@Capital Advisors, Ltd. Llc

Latest period2024 - Q3ReportedManaged Assets$806.3MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ETRNEquitrans Midstream Corp
Recent Activity
Exited
0%
$6,000
475 shares@ $12.64 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$6,000
29 shares@ $206.9 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$5,000
34 shares@ $147.06 avg price
SAVACassava Sciences Inc
Recent Activity
Exited
0%
$4,000
309 shares@ $12.95 avg price
DLTRDollar Tree Inc
Recent Activity
Exited
0%
$3,000
28 shares@ $107.15 avg price
AGCOAgco Corp
Recent Activity
Exited
0%
$3,000
32 shares@ $93.75 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$3,000
130 shares@ $23.08 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Exited
0%
$3,000
59 shares@ $50.85 avg price
TTECTtec Hldgs Inc
Recent Activity
Exited
0%
$3,000
541 shares@ $5.55 avg price
ULCCFrontier Group Hldgs Inc
Recent Activity
Exited
0%
$3,000
621 shares@ $4.84 avg price