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Portfolio (Quarterly) Guide ↗

CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

· CIK 0001803229
13F Portfolio $305,415 AUM 1 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1 Reduced 170 Exited
Page 4 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 KO COCA COLA CO Consumer Defensive 19,839 $1.4M 0.41% SOLD
62 ENFR ALPS ETF TR 43,788 $1.4M 0.41% SOLD
63 FDUS FIDUS INVT CORP Financial Services 70,546 $1.4M 0.40% SOLD
64 KR KROGER CO Consumer Defensive 21,754 $1.4M 0.40% SOLD
65 TSLA TESLA INC Consumer Cyclical 2,819 $1.3M 0.37% SOLD
66 SPSM SPDR SERIES TRUST 26,864 $1.3M 0.37% SOLD
67 NFLX NETFLIX INC Communication Services 13,170 $1.2M 0.36% SOLD
68 ALL ALLSTATE CORP Financial Services 5,786 $1.2M 0.35% SOLD
69 ABBV ABBVIE INC Healthcare 5,056 $1.2M 0.34% SOLD
70 IYE ISHARES TR 23,950 $1.1M 0.34% SOLD
71 CSCO CISCO SYS INC Technology 14,632 $1.1M 0.33% SOLD
72 VZ VERIZON COMMUNICATIONS INC Communication Services 27,404 $1.1M 0.33% SOLD
73 JPM JPMORGAN CHASE & CO. Financial Services 3,379 $1.1M 0.32% SOLD
74 MU MICRON TECHNOLOGY INC Technology 3,747 $1.1M 0.32% SOLD
75 QLD PROSHARES TR 14,570 $1.0M 0.30% SOLD
76 AXP AMERICAN EXPRESS CO Financial Services 2,655 $982K 0.29% SOLD
77 AGM FEDERAL AGRIC MTG CORP Financial Services 5,589 $981K 0.29% SOLD
78 SPSB SPDR SERIES TRUST 32,273 $975K 0.29% SOLD
79 MAGS LISTED FDS TR 14,237 $939K 0.28% SOLD
80 XOM EXXON MOBIL CORP Energy 7,646 $920K 0.27% SOLD
Page 4 of 9  ·  170 positions