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Portfolio (Quarterly) Guide ↗

American Capital Advisory, LLC

· CIK 0002018007
13F Portfolio $275M AUM 1,164 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 97 New 502 Added 171 Reduced 73 Exited
Page 10 of 59  ·  1,164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MMM 3M CO Industrials 461.0 $75K 0.03% +50.0 +12.2% $162.06 +11.5%
182 IWR ISHARES TR 675.0 $74K 0.03% $110.32 +3.0%
183 IWM ISHARES TR 238.0 $72K 0.03% +16.0 +7.2% $300.61 +0.4%
184 GS GOLDMAN SACHS GROUP INC Financial Services 69.0 $70K 0.03% +3.0 +4.5% $1011.38 +1.0%
185 SUSC ISHARES TR 3,013.0 $70K 0.03% +228.0 +8.2% $23.15 -1.7%
186 PFE PFIZER INC Healthcare 2,842.0 $68K 0.03% -34.0 -1.2% $24.08 +17.4%
187 VB VANGUARD INDEX FDS 222.0 $67K 0.02% -55.0 -19.9% $303.12 +0.9%
188 DISV DIMENSIONAL ETF TRUST 1,654.0 $66K 0.02% $40.13 +9.8%
189 SPACE EXPLORATION TECHN CORP 381.0 $65K 0.02% NEW $170.86
190 CAT CATERPILLAR INC Industrials 59.0 $63K 0.02% -81.0 -57.9% $1071.34 -23.8%
191 HAS HASBRO INC Consumer Cyclical 741.0 $61K 0.02% $82.59 +13.0%
192 HONEYWELL INTL INC 273.0 $61K 0.02% NEW $223.49
193 DFIV DIMENSIONAL ETF TRUST 1,124.0 $61K 0.02% -340.0 -23.2% $54.02 +7.0%
194 HONEYWELL AEROSPACE INC 272.0 $60K 0.02% NEW $221.08
195 EOS EATON VANCE ENHANCED EQUITY Financial Services 2,725.0 $60K 0.02% $22.04 -2.0%
196 SPSB SPDR SERIES TRUST 2,000.0 $60K 0.02% $30.01 -0.2%
197 FITB FIFTH THIRD BANCORP Financial Services 1,060.0 $60K 0.02% +16.0 +1.5% $56.37 -2.5%
198 IMTM ISHARES TR 1,115.0 $59K 0.02% -360.0 -24.4% $53.33 +0.6%
199 UNH UNITEDHEALTH GROUP INC Healthcare 143.0 $59K 0.02% -431.0 -75.1% $415.64 -6.5%
200 VOE VANGUARD INDEX FDS 300.0 $59K 0.02% $197.60 +5.8%
Page 10 of 59  ·  1,164 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
Technology 26.6%
Financial Services 22.9%
Consumer Cyclical 11.8%
Healthcare 9.2%
Consumer Defensive 7.7%
Communication Services 7.3%
Industrials 5.0%
Energy 4.4%
Basic Materials 4.1%
Utilities 0.6%