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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 13 of 59  ·  1,164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 435.0 $36K 0.01% $83.48 +9.6%
242 RCI ROGERS COMMUNICATIONS INC Communication Services 1,117.0 $36K 0.01% +193.0 +20.9% $32.50 +11.8%
243 GLW CORNING INC Technology 142.0 $36K 0.01% +111.0 +358.1% $255.44 -40.7%
244 IWS ISHARES TR 220.0 $36K 0.01% $164.60 +3.9%
245 TXN TEXAS INSTRS INC Technology 119.0 $35K 0.01% +35.0 +41.7% $298.08 -10.9%
246 QBTS D-WAVE QUANTUM INC Technology 1,459.0 $35K 0.01% +14.0 +1.0% $23.99 -21.5%
247 VYMI VANGUARD WHITEHALL FDS 350.0 $34K 0.01% $98.20 +6.1%
248 VYM VANGUARD WHITEHALL FDS 216.0 $34K 0.01% $158.03 +3.8%
249 T AT&T INC Communication Services 1,645.0 $34K 0.01% -37.0 -2.2% $20.70 +21.6%
250 DLR DIGITAL RLTY TR INC Real Estate 189.0 $34K 0.01% +3.0 +1.6% $179.58 +8.2%
251 AMAT APPLIED MATLS INC Technology 46.0 $33K 0.01% +19.0 +70.4% $723.00 -31.4%
252 PL PLANET LABS PBC Industrials 1,000.0 $33K 0.01% $33.13 -33.1%
253 EMAT EVOLUTION METALS & TECH CORP Basic Materials 5,000.0 $33K 0.01% +2K +100.0% $6.61 -49.6%
254 F FORD MTR CO Consumer Cyclical 2,355.0 $33K 0.01% +440.0 +23.0% $13.90 +0.8%
255 AVY AVERY DENNISON CORP Industrials 200.0 $32K 0.01% $162.35 +12.5%
256 SBS COMPANHIA DE SANEAMENTO BASI Utilities 5,570.0 $32K 0.01% +4K +400.0% $5.78 -22.8%
257 ASML ASML HLDG NV Technology 16.0 $32K 0.01% $1989.50 -12.0%
258 QLD PROSHARES TR 328.0 $32K 0.01% $96.76 -8.1%
259 NXT NEXTPOWER INC Technology 266.0 $32K 0.01% +4.0 +1.5% $119.14 -26.3%
260 DOV DOVER CORP Industrials 141.0 $32K 0.01% $224.28 -10.9%
Page 13 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%