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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 6 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DELL DELL TECHNOLOGIES INC Technology 2,435.0 $307K 0.18% NEW $125.89 +210.9%
102 ENTERGY CORP NEW 3,293.0 $304K 0.18% NEW $92.43
103 XAR SPDR SERIES TRUST 1,250.0 $302K 0.18% NEW $241.24 +7.4%
104 LOW LOWES COS INC Consumer Cyclical 1,250.0 $301K 0.18% NEW $241.16 -10.4%
105 RSP INVESCO EXCHANGE TRADED FD T 1,548.0 $297K 0.17% NEW $191.58 +12.3%
106 TRGP TARGA RES CORP Energy 1,605.0 $296K 0.17% NEW $184.50 +51.9%
107 DE DEERE & CO Industrials 631.0 $294K 0.17% NEW $465.63 +28.6%
108 SOFI SOFI TECHNOLOGIES INC Financial Services 11,050.0 $289K 0.17% NEW $26.18 -33.8%
109 PPA INVESCO EXCHANGE TRADED FD T 1,800.0 $282K 0.17% NEW $156.63 +7.8%
110 SCHV SCHWAB STRATEGIC TR 9,452.0 $280K 0.17% NEW $29.61 +14.8%
111 IBB ISHARES TR 1,631.0 $275K 0.16% NEW $168.77 +12.3%
112 OZK BANK OZK LITTLE ROCK ARK Financial Services 5,864.0 $270K 0.16% NEW $46.03 +15.3%
113 VCR VANGUARD WORLD FD 625.0 $246K 0.14% NEW $393.92 +0.9%
114 AMD ADVANCED MICRO DEVICES INC Technology 1,122.0 $240K 0.14% NEW $214.16 +133.9%
115 AMLP ALPS ETF TR 5,079.0 $239K 0.14% NEW $47.02 +14.7%
116 IWD ISHARES TR 1,134.0 $239K 0.14% NEW $210.34 +18.6%
117 CMC COMMERCIAL METALS CO Basic Materials 3,400.0 $235K 0.14% NEW $69.22 -4.1%
118 CENCORA INC 651.0 $220K 0.13% NEW $337.62
119 HOOD ROBINHOOD MKTS INC Financial Services 1,874.0 $212K 0.12% NEW $113.10 -6.3%
120 VZ VERIZON COMMUNICATIONS INC Communication Services 5,055.0 $206K 0.12% NEW $40.73 +7.7%
Page 6 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%