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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 5 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTX RTX CORPORATION Industrials 6,149.0 $1.2M 0.19% NEW $189.74 +10.6%
82 SNDK SANDISK CORP Technology 513.0 $1.2M 0.19% NEW $2273.73 -29.8%
83 NFLX NETFLIX INC. Communication Services 16,167.0 $1.2M 0.19% NEW $71.40 +11.5%
84 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 96,000.0 $1.1M 0.18% NEW $11.74 -4.4%
85 MTG MGIC INVT CORP WIS Financial Services 39,152.0 $1.1M 0.18% NEW $28.20 +9.6%
86 MFS ACTIVE EXCHANGE TRADED F 35,827.0 $1.1M 0.18% NEW $30.32
87 CSX CSX CORP Industrials 22,507.0 $1.1M 0.17% NEW $47.53 +8.5%
88 CW CURTISS WRIGHT CORP Industrials 1,403.0 $1.1M 0.17% NEW $757.76 -16.2%
89 C CITIGROUP INC Financial Services 7,551.0 $1.1M 0.17% NEW $139.96 -5.9%
90 DELL DELL TECHNOLOGIES INC Technology 2,449.0 $1.1M 0.17% NEW $431.46 +2.4%
91 AGG ISHARES TR 10,646.0 $1.1M 0.17% NEW $98.98 -1.6%
92 UNH UNITEDHEALTH GROUP INC Healthcare 2,521.0 $1.0M 0.17% NEW $415.59 -6.1%
93 LIN LINDE PLC Basic Materials 1,993.0 $1.0M 0.17% NEW $518.96 -6.0%
94 AXP AMERICAN EXPRESS CO Financial Services 3,010.0 $1.0M 0.17% NEW $338.28 -0.7%
95 QQQ INVESCO QQQ TR Financial Services 1,318.0 $971K 0.16% NEW $736.51 -3.1%
96 XLF SELECT SECTOR SPDR TR 18,009.0 $965K 0.16% NEW $53.61 +7.2%
97 TJX TJX COS INC NEW Consumer Cyclical 6,332.0 $959K 0.16% NEW $151.51 -7.3%
98 ORCL ORACLE CORP Technology 6,454.0 $946K 0.15% NEW $146.56 -0.1%
99 ROST ROSS STORES INC Consumer Cyclical 4,432.0 $943K 0.15% NEW $212.84 +12.3%
100 TT TRANE TECHNOLOGIES PLC Industrials 1,919.0 $943K 0.15% NEW $491.24 -7.7%
Page 5 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%