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Mark Ciulla

Capital Advisors, Ltd. Llc

Assets Managed
$991.162M
Holdings
1518
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.66%(2Q avg: 5.94%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Advisors, Ltd. Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1518 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 991.162M in assets, with a quarterly growth rate of 12.66% and a 2-quarter average growth rate of 5.94%. The portfolio is managed by Mark Ciulla, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.97%
9.02%
$89.319M
119,607 shares@ $746.78 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 298.85%
7.08%
$70.149M
564,947 shares@ $124.17 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -1.98%
3.66%
$36.269M
165,290 shares@ $219.43 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.31%
3.59%
$35.494M
95,918 shares@ $370.05 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -1.26%
3.35%
$33.138M
140,046 shares@ $236.63 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 2.47%
3.16%
$31.317M
129,178 shares@ $242.44 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 2.42%
2.67%
$26.399M
35,848 shares@ $736.42 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 1.63%
2.65%
$26.174M
123,013 shares@ $212.78 avg price
IJK
Ishares S&p Mid-cap 400 Grow
Recent Activity
Decreased -1.55%
2.49%
$24.592M
209,294 shares@ $117.5 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 2.66%
2.43%
$24.065M
317,525 shares@ $75.79 avg price

1-10 of 1518