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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
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
CVICvr Energy Inc
Recent Activity
Exited
0%
$2,000
77 shares@ $25.98 avg price
BBGIBeasley Broadcast Group Inc
Recent Activity
Exited
0%
$1,000
804 shares@ $1.25 avg price
PCORProcore Technologies Inc
Recent Activity
Exited
0%
$1,000
9 shares@ $111.12 avg price
SEICSei Invts Co
Recent Activity
Exited
0%
$1,000
8 shares@ $125.0 avg price
FGIFgi Industries Ltd
Recent Activity
Exited
0%
$1,000
976 shares@ $1.03 avg price
AVYAvery Dennison Corp
Recent Activity
Exited
0%
$1,000
3 shares@ $333.34 avg price
NUSNu Skin Enterprises Inc
Recent Activity
Exited
0%
$1,000
54 shares@ $18.52 avg price
CMCTCreative Media & Cmnty Tr
Recent Activity
Exited
0%
$1,000
334 shares@ $3.0 avg price