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Portfolio (Quarterly) Guide ↗

American Capital Advisory, LLC

· CIK 0002018007
13F Portfolio $248M AUM 1,140 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 144 New 449 Added 164 Reduced 83 Exited
Page 1 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ZETA ZETA GLOBAL HOLDINGS CORP Technology 19,970.0 $318K 0.13% NEW $15.92 +22.2%
2 DFSU DIMENSIONAL ETF TRUST 3,656.0 $150K 0.06% NEW $41.09 +13.5%
3 HTGC HERCULES CAPITAL INC Financial Services 10,000.0 $148K 0.06% NEW $14.77 +4.4%
4 TIP ISHARES TR 888.0 $98K 0.04% NEW $110.36 +0.7%
5 IGIB ISHARES TR 1,815.0 $97K 0.04% NEW $53.22 +0.0%
6 DFSI DIMENSIONAL ETF TRUST 2,267.0 $96K 0.04% NEW $42.40 +7.5%
7 DFSV DIMENSIONAL ETF TRUST 2,370.0 $83K 0.03% NEW $35.04 +8.2%
8 VGSR MANAGER DIRECTED PORTFOLIOS 7,806.0 $81K 0.03% NEW $10.33 +9.9%
9 DFSE DIMENSIONAL ETF TRUST 1,867.0 $79K 0.03% NEW $42.37 +17.4%
10 DISV DIMENSIONAL ETF TRUST 1,654.0 $65K 0.03% NEW $39.44 +8.0%
11 SUSC ISHARES TR 2,785.0 $64K 0.03% NEW $23.14 +0.1%
12 AMCOR PLC 1,105.0 $44K 0.02% NEW $39.75
13 PL PLANET LABS PBC Industrials 1,000.0 $28K 0.01% NEW $27.95 +83.9%
14 AXTI AXT INC Technology 470.0 $27K 0.01% NEW $56.98 +103.1%
15 AZN ASTRAZENECA PLC Healthcare 118.0 $23K 0.01% NEW $197.22 -6.0%
16 EMAT EVOLUTION METALS & TECH CORP Basic Materials 2,500.0 $19K 0.01% NEW $7.59 -7.4%
17 UAMY UNITED STATES ANTIMONY CORP Basic Materials 2,000.0 $17K 0.01% NEW $8.73 +5.8%
18 USAR USA RARE EARTH INC Basic Materials 1,000.0 $15K 0.01% NEW $15.13 +76.4%
19 UEC URANIUM ENERGY CORP Energy 1,000.0 $14K 0.01% NEW $13.50 -0.4%
20 IMMUNITYBIO INC 1,167.0 $9K 0.00% NEW $7.67
Page 1 of 8  ·  144 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.4%
Technology 22.4%
Consumer Cyclical 11.3%
Healthcare 8.9%
Consumer Defensive 8.9%
Communication Services 7.5%
Energy 5.6%
Basic Materials 5.1%
Industrials 4.9%
Utilities 0.6%