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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 15 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HWM HOWMET AEROSPACE INC Industrials 1,045.0 $281K 0.05% NEW $268.91 +1.0%
282 MCO MOODYS CORP Financial Services 615.0 $279K 0.05% NEW $452.92 +11.1%
283 ACGL ARCH CAP GROUP LTD Financial Services 2,867.0 $278K 0.05% NEW $97.08 +2.4%
284 ACN ACCENTURE PLC IRELAND Technology 2,228.0 $277K 0.04% NEW $124.44 +48.9%
285 NSC NORFOLK SOUTHN CORP Industrials 875.0 $275K 0.04% NEW $314.59 +11.5%
286 UAL UNITED AIRLS HLDGS INC Industrials 2,020.0 $275K 0.04% NEW $135.96 -16.8%
287 VDC VANGUARD WORLD FD 1,215.0 $274K 0.04% NEW $225.49 +2.8%
288 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,069.0 $274K 0.04% NEW $255.88 +25.7%
289 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,963.0 $273K 0.04% NEW $139.09 -2.5%
290 NOC NORTHROP GRUMMAN CORP Industrials 536.0 $273K 0.04% NEW $508.99 +8.3%
291 STE STERIS PLC Healthcare 1,285.0 $271K 0.04% NEW $210.57 +13.0%
292 J JACOBS SOLUTIONS INC Industrials 2,143.0 $270K 0.04% NEW $126.00 +19.1%
293 FLO FLOWERS FOODS INC Consumer Defensive 34,171.0 $270K 0.04% NEW $7.90 -12.0%
294 VRSN VERISIGN INC Technology 1,073.0 $270K 0.04% NEW $251.56 +12.0%
295 G GENPACT LIMITED Technology 9,811.0 $270K 0.04% NEW $27.50 +35.1%
296 EXEL EXELIXIS INC Healthcare 4,945.0 $269K 0.04% NEW $54.41 -0.6%
297 AZN ASTRAZENECA PLC Healthcare 1,418.0 $269K 0.04% NEW $189.62 -12.5%
298 EMR EMERSON ELEC CO Industrials 1,877.0 $269K 0.04% NEW $143.12 +9.9%
299 PENN PENN ENTERTAINMENT INC Consumer Cyclical 12,517.0 $267K 0.04% NEW $21.36 -12.7%
300 INGR INGREDION INC Consumer Defensive 2,811.0 $266K 0.04% NEW $94.71 +12.8%
Page 15 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%