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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 7 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RF REGIONS FINANCIAL CORP NEW Financial Services 7,596.0 $206K 0.12% NEW $27.10 +19.6%
122 PFF ISHARES TR 6,632.0 $205K 0.12% NEW $30.96 -1.9%
123 F FORD MTR CO Consumer Cyclical 15,520.0 $204K 0.12% NEW $13.12 +8.2%
124 HWM HOWMET AEROSPACE INC Industrials 983.0 $202K 0.12% NEW $205.02 +32.3%
125 CBOE CBOE GLOBAL MKTS INC Financial Services 800.0 $201K 0.12% NEW $251.00 +10.7%
126 CAT CATERPILLAR INC Industrials 350.0 $201K 0.12% NEW $572.87 +53.1%
127 GOOG ALPHABET INC Communication Services 638.0 $200K 0.12% NEW $313.80 +12.8%
128 SURG SURGEPAYS INC Technology 85,000.0 $142K 0.08% NEW $1.67 -80.5%
Page 7 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%