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Portfolio (Quarterly) Guide ↗

Millennium Capital Advisors, LLC

· CIK 0002097025
13F Portfolio $170M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 128 New
Page 4 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EPD ENTERPRISE PRODS PARTNERS L Energy 18,787.0 $602K 0.35% NEW $32.06 +19.7%
62 SYK STRYKER CORPORATION Healthcare 1,694.0 $595K 0.35% NEW $351.47 -9.3%
63 TSLA TESLA INC Consumer Cyclical 1,303.0 $586K 0.35% NEW $449.72 -15.0%
64 XBI SPDR SERIES TRUST 4,724.0 $576K 0.34% NEW $121.94 +26.5%
65 VGT VANGUARD WORLD FD 758.0 $572K 0.34% NEW $754.02 -84.9%
66 DPST DIREXION SHS ETF TR 5,531.0 $559K 0.33% NEW $101.03 +46.4%
67 FSK FS KKR CAP CORP Financial Services 37,418.0 $554K 0.33% NEW $14.81 -26.3%
68 PSI INVESCO EXCHANGE TRADED FD T 6,850.0 $540K 0.32% NEW $78.86 +83.0%
69 KRE SPDR SERIES TRUST 7,877.0 $511K 0.30% NEW $64.81 +17.8%
70 CVX CHEVRON CORP NEW Energy 3,323.0 $506K 0.30% NEW $152.41 +22.5%
71 COST COSTCO WHSL CORP NEW Consumer Defensive 572.0 $493K 0.29% NEW $861.59 +8.6%
72 UBER UBER TECHNOLOGIES INC Technology 5,820.0 $476K 0.28% NEW $81.71 -10.8%
73 MRK MERCK & CO INC Healthcare 4,350.0 $458K 0.27% NEW $105.26 +20.8%
74 SCHM SCHWAB STRATEGIC TR 15,219.0 $458K 0.27% NEW $30.07 +16.7%
75 WFC WELLS FARGO CO NEW Financial Services 4,910.0 $458K 0.27% NEW $93.20 -6.0%
76 MA MASTERCARD INCORPORATED Financial Services 801.0 $457K 0.27% NEW $570.93 -5.0%
77 FTCS FIRST TR EXCHANGE-TRADED FD 4,828.0 $447K 0.26% NEW $92.51 +4.7%
78 HBAN HUNTINGTON BANCSHARES INC Financial Services 25,210.0 $437K 0.26% NEW $17.35 +5.3%
79 BX BLACKSTONE INC Financial Services 2,800.0 $432K 0.26% NEW $154.14 -17.5%
80 QCOM QUALCOMM INC Technology 2,520.0 $431K 0.25% NEW $171.07 -0.5%
Page 4 of 7  ·  128 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 41.2%
Financial Services 12.0%
Communication Services 9.5%
Industrials 8.5%
Consumer Cyclical 7.9%
Healthcare 7.2%
Consumer Defensive 7.1%
Energy 4.0%
Utilities 1.7%
Basic Materials 0.9%