Current Market Value 149,343,686
Current Holdings 37
Most Recent File Date 2025-08-27
Total Filings on Record 22
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by CIAOX - Capital Advisors Growth Fund Investor Class . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-27 2025-06-30 NPORT-P 37 149,344
2025-05-19 2025-03-31 NPORT-P 37 133,048
2025-02-27 2024-12-31 NPORT-P 37 137,812
2024-11-19 2024-09-30 NPORT-P 37 136,537
2024-08-26 2024-06-30 NPORT-P 36 130,255
2024-05-30 2024-03-31 NPORT-P 35 127,234
2024-02-28 2023-12-31 NPORT-P 36 112,373
2023-11-21 2023-09-30 NPORT-P 36 99,531
2023-08-29 2023-06-30 NPORT-P 36 102,254
2023-05-26 2023-03-31 NPORT-P 38 93,729
2023-02-22 2022-12-31 NPORT-P 38 87,794
2022-11-28 2022-09-30 NPORT-P 37 83,027
2022-08-29 2022-06-30 NPORT-P 37 87,451
2022-05-26 2022-03-31 NPORT-P 35 104,504
2022-02-28 2021-12-31 NPORT-P 38 110,250
2021-11-24 2021-09-30 NPORT-P 40 101,327
2021-08-26 2021-06-30 NPORT-P 42 101,330
2021-05-27 2021-03-31 NPORT-P 41 92,711
2021-02-23 2020-12-31 NPORT-P 36 88,612
2020-11-20 2020-09-30 NPORT-P 35 79,720
2020-08-17 2020-06-30 NPORT-P 33 70,719
2020-05-28 2020-03-31 NPORT-P 32 60,058