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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 12 of 59  ·  1,164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LOW LOWES COS INC Consumer Cyclical 217.0 $48K 0.02% -5.0 -2.2% $220.49 -1.3%
222 ISRG INTUITIVE SURGICAL INC Healthcare 117.0 $47K 0.02% +17.0 +17.0% $397.68 -5.8%
223 SOXX ISHARES TR 72.0 $46K 0.02% $640.76 -18.5%
224 KEY KEYCORP Financial Services 1,991.0 $46K 0.02% +26.0 +1.3% $23.05 -5.2%
225 BRIGHTSTAR LOTTERY PLC 4,198.0 $45K 0.02% +750.0 +21.8% $10.72
226 MCD MCDONALDS CORP Consumer Cyclical 166.0 $45K 0.02% +24.0 +16.9% $270.45 -0.5%
227 IJH ISHARES TR 562.0 $43K 0.02% $77.11 -0.9%
228 XOVR ENTREPRENEURSHARES SERIES TR 2,000.0 $42K 0.01% $21.05 -5.0%
229 SCHB SCHWAB STRATEGIC TR 1,428.0 $41K 0.01% $28.96 +1.8%
230 EWJ ISHARES INC 438.0 $41K 0.01% $93.27 +1.1%
231 EQIX EQUINIX INC Real Estate 39.0 $41K 0.01% +6.0 +18.2% $1042.41 +3.8%
232 KKR KKR & CO INC Financial Services 441.0 $40K 0.01% +10.0 +2.3% $91.78 +16.7%
233 GD GENERAL DYNAMICS CORP Industrials 111.0 $39K 0.01% -2.0 -1.8% $354.24 +9.0%
234 DELL DELL TECHNOLOGIES INC Technology 91.0 $39K 0.01% -23.0 -20.2% $431.46 +0.7%
235 LHX L3HARRIS TECHNOLOGIES INC Industrials 135.0 $39K 0.01% +2.0 +1.5% $290.59 -6.9%
236 PLD PROLOGIS INC. Real Estate 287.0 $39K 0.01% +12.0 +4.4% $135.47 +3.8%
237 GE GE AEROSPACE Industrials 104.0 $39K 0.01% +11.0 +11.8% $373.81 -7.8%
238 VOD VODAFONE GROUP PLC Communication Services 2,903.0 $38K 0.01% $13.23 +21.1%
239 MAR MARRIOTT INTL INC NEW Consumer Cyclical 100.0 $37K 0.01% +2.0 +2.0% $370.59 -3.7%
240 SCHW SCHWAB CHARLES CORP Financial Services 395.0 $36K 0.01% $92.27 +19.0%
Page 12 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%