Position in MA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,216,718
+$43,517 QoQ
Shares Held
2,369
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,916
of 3,555 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $3,570,359 across 17 Credit Services names. MA ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,781 | $1,297,223 | |
| 2 | MA |
Mastercard Inc
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|
2,369 | $1,216,718 | |
| 3 | COF |
Capital One Financial Corp
|
2,263 | $454,003 | |
| 4 | AXP |
American Express Co
|
1,295 | $438,033 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
489 | $39,877 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,648 | $29,548 | |
| 7 | SLM |
SLM Corp
|
913 | $23,683 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
97 | $20,983 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,216,718 | 2,369 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,173,201 | 2,348 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,379,816 | 2,417 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,356,611 | 2,385 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,343,036 | 2,390 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,303,977 | 2,379 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,246,917 | 2,368 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,153,516 | 2,336 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,198,631 | 2,717 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,295,423 | 2,690 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,125,986 | 2,640 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,025,802 | 2,591 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,009,994 | 2,568 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $731,180 | 2,012 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $699 | 2,546 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $705,447 | 2,481 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $773,872 | 2,453 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $833,052 | 2,331 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $674,443 | 1,877 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $311,173 | 895 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $548,000 | 13,688 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $71,210 | 200 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $71,388 | 200 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $67,634 | 200 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $59,140 | 200 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $70,052 | 290 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||