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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 17 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FRMI FERMI INC Utilities 27,349.0 $251K 0.04% NEW $9.16 -35.4%
322 ALLE ALLEGION PLC Industrials 1,777.0 $250K 0.04% NEW $140.49 +15.5%
323 TPR TAPESTRY INC Consumer Cyclical 1,696.0 $248K 0.04% NEW $146.38 -11.1%
324 CE CELANESE CORP DEL Basic Materials 5,380.0 $247K 0.04% NEW $46.00 +1.7%
325 MAS MASCO CORP Industrials 3,032.0 $247K 0.04% NEW $81.38 -9.9%
326 BWA BORGWARNER INC Consumer Cyclical 3,677.0 $244K 0.04% NEW $66.40 +2.1%
327 NVS NOVARTIS AG Healthcare 1,547.0 $242K 0.04% NEW $156.72 +1.4%
328 CI THE CIGNA GROUP Healthcare 878.0 $242K 0.04% NEW $275.69 +0.7%
329 VTRS VIATRIS INC Healthcare 15,153.0 $241K 0.04% NEW $15.88 +2.8%
330 SUI SUN CMNTYS INC Real Estate 2,005.0 $240K 0.04% NEW $119.90 +1.5%
331 BYD BOYD GAMING CORP Consumer Cyclical 2,721.0 $240K 0.04% NEW $88.33 -8.5%
332 PSA PUBLIC STORAGE Real Estate 743.0 $237K 0.04% NEW $318.31 +1.3%
333 FAST FASTENAL CO Industrials 4,890.0 $235K 0.04% NEW $48.03 +6.7%
334 FDN FIRST TR EXCHANGE-TRADED FD 887.0 $235K 0.04% NEW $264.72 +8.3%
335 SHW SHERWIN WILLIAMS CO Basic Materials 680.0 $234K 0.04% NEW $344.32 +0.7%
336 FIVE FIVE BELOW INC Consumer Cyclical 1,301.0 $234K 0.04% NEW $179.79 +39.2%
337 LOW LOWES COS INC Consumer Cyclical 1,057.0 $233K 0.04% NEW $220.59 -2.0%
338 ZM ZOOM COMMUNICATIONS INC Technology 2,692.0 $232K 0.04% NEW $86.31 +24.5%
339 VO VANGUARD INDEX FDS 2,851.0 $230K 0.04% NEW $80.56 +3.0%
340 AEP AMERICAN ELEC PWR CO INC Utilities 1,675.0 $229K 0.04% NEW $136.84 -11.6%
Page 17 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%