Capital Advisors, Ltd. LLC
Position in LULU — lululemon athletica inc.
CIK 1597878
SHAKER HEIGHTS, OH
Position in LULU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$24,548
-$8,368 QoQ
Shares Held
215
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#646
of 847 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $261,683 across 7 Apparel Retail names. LULU ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
688 | $104,232 | |
| 2 | ROST |
Ross Stores, Inc.
|
469 | $99,826 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
215 | $24,548 | |
| 4 | BKE |
Buckle Inc
|
369 | $15,571 | |
| 5 | VSXY |
Victoria's Secret & Co.
|
138 | $11,520 | |
| 6 | BURL |
Burlington Stores, Inc.
|
18 | $5,702 | |
| 7 | CAL |
Caleres Inc
|
23 | $284 |
All Filings in LULU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,548 | 215 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $32,916 | 215 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $75,435 | 363 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $50,710 | 285 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $67,710 | 285 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $84,068 | 297 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $124,283 | 325 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $80,590 | 297 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $88,116 | 295 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,078 | 13 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,112 | 10 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,856 | 10 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,785 | 10 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,641 | 10 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,203 | 10 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,354 | 12 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,908 | 7 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $782 | 2 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||