Capital Advisors, Ltd. LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report details the firm's portfolio of U.S. equity securities.
The filing lists 1,641 positions held by the firm, managed by Managing Director Mark Ciulla. The firm is based in Shaker Heights, Ohio.
The portfolio is led by Apple Inc., which accounts for 12,406 shares valued at $37,252. Alphabet Inc. Class C shares are the second-largest holding, with 8,853 shares valued at $25,982. Amazon.com Inc. holds 3,504 shares valued at $14,062.
Other notable positions include Broadcom Inc. with 2,382 shares valued at $6,782, and Applied Materials Inc. with 1,199 shares valued at $2,344. The firm also holds significant positions in Blackstone Inc., with 357 shares valued at $3,189.
