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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 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 HRB BLOCK H & R INC Consumer Cyclical 9,920 $432K 0.13% SOLD
122 USMV ISHARES TR 4,496 $423K 0.12% SOLD
123 IYF ISHARES TR 3,260 $420K 0.12% SOLD
124 SPGP INVESCO EXCHANGE TRADED FD T 3,420 $389K 0.12% SOLD
125 SJNK SPDR SERIES TRUST 15,000 $380K 0.11% SOLD
126 AFL AFLAC INC Financial Services 3,404 $375K 0.11% SOLD
127 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,841 $371K 0.11% SOLD
128 VTV VANGUARD INDEX FDS 1,938 $370K 0.11% SOLD
129 MA MASTERCARD INCORPORATED Financial Services 642 $367K 0.11% SOLD
130 TSCO TRACTOR SUPPLY CO Consumer Cyclical 7,095 $355K 0.10% SOLD
131 ADI ANALOG DEVICES INC Technology 1,303 $353K 0.10% SOLD
132 DUK DUKE ENERGY CORP NEW Utilities 2,952 $346K 0.10% SOLD
133 DIVD EA SERIES TRUST 8,927 $344K 0.10% SOLD
134 CRM SALESFORCE INC Technology 1,265 $335K 0.10% SOLD
135 MPLX MPLX LP Energy 6,279 $335K 0.10% SOLD
136 VBK VANGUARD INDEX FDS 1,105 $334K 0.10% SOLD
137 JAAA JANUS DETROIT STR TR 6,500 $329K 0.10% SOLD
138 TCOM TRIP COM GROUP LTD Consumer Cyclical 4,545 $327K 0.10% SOLD
139 DON WISDOMTREE TR 6,078 $314K 0.09% SOLD
140 ZS ZSCALER INC Technology 1,382 $311K 0.09% SOLD
Page 7 of 9  ·  170 positions