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Portfolio (Quarterly) Guide ↗

CHILDRESS CAPITAL ADVISORS, LLC

· CIK 0001849561
13F Portfolio $610M AUM 378 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 378 New
Page 12 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NTAP NETAPP INC Technology 2,494.0 $386K 0.06% NEW $154.76 +24.2%
222 PEP PEPSICO INC Consumer Defensive 2,838.0 $384K 0.06% NEW $135.42 +6.0%
223 NOW SERVICENOW INC Technology 3,850.0 $382K 0.06% NEW $99.27 +29.4%
224 SPGI S&P GLOBAL INC Financial Services 936.0 $381K 0.06% NEW $407.31 +5.9%
225 RRC RANGE RES CORP Energy 10,216.0 $380K 0.06% NEW $37.19 +10.4%
226 AMP AMERIPRISE FINL INC Financial Services 824.0 $378K 0.06% NEW $459.02 +21.0%
227 PRI PRIMERICA INC Financial Services 1,311.0 $373K 0.06% NEW $284.20 +4.1%
228 CMCSA COMCAST CORP NEW Communication Services 15,176.0 $373K 0.06% NEW $24.55 +9.4%
229 USB US BANCORP Financial Services 6,160.0 $372K 0.06% NEW $60.40 +2.7%
230 VENTURE GLOBAL INC 33,100.0 $368K 0.06% NEW $11.13
231 VMI VALMONT INDS INC Industrials 634.0 $366K 0.06% NEW $577.60 -15.9%
232 SCHW SCHWAB CHARLES CORP Financial Services 3,968.0 $366K 0.06% NEW $92.27 +21.7%
233 COKE COCA COLA CONS INC Consumer Defensive 1,917.0 $366K 0.06% NEW $190.92 -1.0%
234 PAYC PAYCOM SOFTWARE INC Technology 2,909.0 $366K 0.06% NEW $125.68 +82.3%
235 MSM MSC INDL DIRECT INC Industrials 2,991.0 $356K 0.06% NEW $118.95 +0.7%
236 MLI MUELLER INDS INC Industrials 2,890.0 $355K 0.06% NEW $122.93 -48.6%
237 ASH ASHLAND INC Basic Materials 5,320.0 $351K 0.06% NEW $65.89 +10.3%
238 GLW CORNING INC Technology 1,370.0 $350K 0.06% NEW $255.51 -41.4%
239 CVS CVS HEALTH CORP Healthcare 3,366.0 $348K 0.06% NEW $103.44 -10.1%
240 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,537.0 $344K 0.06% NEW $223.94 +25.4%
Page 12 of 19  ·  378 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 27.9%
Financial Services 23.8%
Energy 15.3%
Industrials 7.2%
Healthcare 6.5%
Consumer Cyclical 6.4%
Communication Services 5.8%
Consumer Defensive 3.0%
Basic Materials 1.9%
Utilities 1.2%