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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 9 of 59  ·  1,164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPDW SPDR INDEX SHS FDS 1,900.0 $96K 0.04% $50.39 +1.8%
162 HUBS HUBSPOT INC Technology 524.0 $96K 0.04% +520.0 +10000.0% $182.51 +24.0%
163 FIG FIGMA INC Technology 5,118.0 $93K 0.03% +3K +136.2% $18.09 +43.8%
164 DFSV DIMENSIONAL ETF TRUST 2,370.0 $92K 0.03% $38.79 +3.9%
165 DFSE DIMENSIONAL ETF TRUST 1,867.0 $91K 0.03% $48.88 -2.5%
166 VBR VANGUARD INDEX FDS 375.0 $91K 0.03% $242.99 +1.8%
167 LMT LOCKHEED MARTIN CORP Industrials 176.0 $90K 0.03% +67.0 +61.5% $509.46 +19.2%
168 VGSR MANAGER DIRECTED PORTFOLIOS 7,806.0 $89K 0.03% $11.39 +0.7%
169 AOA ISHARES TR 880.0 $86K 0.03% $97.60 +1.1%
170 IBM INTERNATIONAL BUSINESS MACHS Technology 301.0 $85K 0.03% +124.0 +70.1% $281.33 -17.3%
171 VLO VALERO ENERGY CORP Energy 325.0 $85K 0.03% +43.0 +15.2% $260.44 +34.4%
172 VZ VERIZON COMMUNICATIONS INC Communication Services 1,954.0 $83K 0.03% +401.0 +25.8% $42.34 +14.6%
173 ESGV VANGUARD WORLD FD 625.0 $83K 0.03% +323.0 +107.0% $132.24 +2.5%
174 AXP AMERICAN EXPRESS CO Financial Services 241.0 $81K 0.03% +121.0 +100.8% $337.64 +0.3%
175 QCOM QUALCOMM INC Technology 436.0 $81K 0.03% +68.0 +18.5% $184.79 -13.3%
176 SBUX STARBUCKS CORP Consumer Cyclical 785.0 $80K 0.03% +36.0 +4.8% $102.25 +3.7%
177 AFL AFLAC INC Financial Services 675.0 $79K 0.03% +8.0 +1.2% $117.25 +3.8%
178 INTU INTUIT Technology 300.0 $78K 0.03% +290.0 +2900.0% $261.00 +34.3%
179 ABT ABBOTT LABORATORIES Healthcare 838.0 $76K 0.03% +177.0 +26.8% $90.74 +24.2%
180 PFM INVESCO EXCHANGE TRADED FD T 1,358.0 $75K 0.03% $55.46 +4.0%
Page 9 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%