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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 21 of 59  ·  1,164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BNDX VANGUARD CHARLOTTE FDS 138.0 $7K 0.00% -289.0 -67.7% $48.43 -1.6%
402 EXC EXELON CORP Utilities 141.0 $7K 0.00% +15.0 +11.9% $46.62 -5.0%
403 ETH GRAYSCALE ETHEREUM STAKING Financial Services 430.0 $6K 0.00% -16.0 -3.6% $15.03 +52.2%
404 BKNG BOOKING HOLDINGS INC Consumer Cyclical 36.0 $6K 0.00% NEW $178.25 +18.0%
405 MKC MCCORMICK & CO INC Consumer Defensive 127.0 $6K 0.00% +116.0 +1054.5% $50.43 +11.1%
406 SOLV SOLVENTUM CORP Healthcare 83.0 $6K 0.00% +6.0 +7.8% $77.16 +14.8%
407 AZO AUTOZONE INC Consumer Cyclical 2.0 $6K 0.00% NEW $3196.00 -7.7%
408 EVX VANECK ETF TRUST 155.0 $6K 0.00% $41.21 +0.2%
409 VXUS VANGUARD STAR FDS 74.0 $6K 0.00% $85.86 +2.3%
410 NVO NOVO-NORDISK A S Healthcare 131.0 $6K 0.00% +86.0 +191.1% $47.95 -2.0%
411 O REALTY INCOME CORP Real Estate 101.0 $6K 0.00% +87.0 +621.4% $61.96 +1.5%
412 BCS BARCLAYS PLC Financial Services 228.0 $6K 0.00% -39.0 -14.6% $26.86 -0.2%
413 PGR PROGRESSIVE CORP Financial Services 28.0 $6K 0.00% -1.0 -3.5% $218.46 +0.7%
414 RGTI RIGETTI COMPUTING INC Technology 316.0 $6K 0.00% +17.0 +5.7% $19.32 -9.4%
415 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 178.0 $6K 0.00% +54.0 +43.5% $34.00 +6.0%
416 PSA PUBLIC STORAGE Real Estate 19.0 $6K 0.00% +13.0 +216.7% $318.32 +1.2%
417 VRT VERTIV HOLDINGS CO Industrials 18.0 $6K 0.00% +2.0 +12.5% $334.83 -22.3%
418 ING ING GROEP N.V. Financial Services 191.0 $6K 0.00% -39.0 -17.0% $31.38 +10.8%
419 DNP DNP SELECT INCOME FD INC Financial Services 555.0 $6K 0.00% $10.79 +1.1%
420 SHLD GLOBAL X FDS 100.0 $6K 0.00% $59.71 +12.6%
Page 21 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 27.5%
Financial Services 23.6%
Consumer Cyclical 12.2%
Healthcare 9.5%
Consumer Defensive 7.9%
Industrials 5.1%
Communication Services 4.4%
Energy 4.4%
Basic Materials 4.3%
Utilities 0.6%