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
ALTGAlta Equipment Group Inc Recent Activity New Position	0.01%	$1,000 97 shares@ $10.31 avg price	New Position
FLGNew York Cmnty Bancorp Inc Recent Activity New Position	0.01%	$1,000 48 shares@ $20.84 avg price	New Position
PTLOPortillos Inc Recent Activity New Position	0.01%	$1,000 79 shares@ $12.66 avg price	New Position
NKTXNkarta Inc Recent Activity New Position	0.01%	$1,000 121 shares@ $8.27 avg price	New Position
IPGPIpg Photonics Corp Recent Activity New Position	0.01%	$1,000 7 shares@ $142.86 avg price	New Position
CFCf Inds Hldgs Inc Recent Activity New Position	0.01%	$1,000 8 shares@ $125.0 avg price	New Position
MKTXMarketaxess Hldgs Inc Recent Activity New Position	0.01%	$1,000 4 shares@ $250.0 avg price	New Position
ERIEErie Indty Co Recent Activity New Position	0.01%	$1,000 1 shares@ $1000.0 avg price	New Position
ARRYArray Technologies Inc Recent Activity New Position	0.01%	$1,000 200 shares@ $5.0 avg price	New Position
TAPMolson Coors Beverage Co Recent Activity New Position	0.01%	$1,000 13 shares@ $76.93 avg price	New Position