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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 16 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 THG HANOVER INS GROUP INC Financial Services 1,238.0 $265K 0.04% NEW $214.12 +4.2%
302 CARR CARRIER GLOBAL CORPORATION Industrials 3,601.0 $264K 0.04% NEW $73.35 -17.7%
303 WFRD WEATHERFORD INTL PLC Energy 3,240.0 $264K 0.04% NEW $81.50 +11.1%
304 PSX PHILLIPS 66 Energy 1,558.0 $263K 0.04% NEW $169.05 +43.7%
305 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,467.0 $262K 0.04% NEW $178.59 +4.2%
306 BK BANK OF NY MELLON CORP Financial Services 1,805.0 $261K 0.04% NEW $144.57 -1.8%
307 STLD STEEL DYNAMICS INC Basic Materials 1,136.0 $261K 0.04% NEW $229.46 -0.3%
308 MDT MEDTRONIC PLC Healthcare 3,318.0 $260K 0.04% NEW $78.23 +19.3%
309 RMD RESMED INC Healthcare 1,330.0 $259K 0.04% NEW $194.88 +18.8%
310 UPS UNITED PARCEL SVCS INC Industrials 2,399.0 $258K 0.04% NEW $107.50 -5.1%
311 HONEYWELL INTL INC 1,148.0 $257K 0.04% NEW $223.90
312 ED CONSOLIDATED EDISON INC Utilities 2,318.0 $256K 0.04% NEW $110.63 -3.9%
313 DAL DELTA AIR LINES INC Industrials 2,726.0 $255K 0.04% NEW $93.64 -12.0%
314 RR RICHTECH ROBOTICS INC Industrials 120,438.0 $254K 0.04% NEW $2.11 -19.4%
315 TEL TE CONNECTIVITY PLC Technology 1,260.0 $254K 0.04% NEW $201.63 +0.9%
316 HONEYWELL AEROSPACE INC 1,148.0 $254K 0.04% NEW $221.08
317 MPWR MONOLITHIC PWR SYS INC Technology 183.0 $253K 0.04% NEW $1381.08 -4.7%
318 LECO LINCOLN ELEC HLDGS INC Industrials 951.0 $252K 0.04% NEW $265.51 +6.1%
319 PKG PACKAGING CORP AMER Consumer Cyclical 1,055.0 $251K 0.04% NEW $238.28 +6.1%
320 VFH VANGUARD WORLD FD 1,905.0 $251K 0.04% NEW $131.60 +6.9%
Page 16 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%