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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 6 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TRGP TARGA RES CORP Energy 3,476.0 $932K 0.15% NEW $268.14 +11.5%
102 WFC WELLS FARGO &CO Financial Services 11,062.0 $914K 0.15% NEW $82.64 +1.5%
103 DE DEERE &CO Industrials 1,415.0 $898K 0.15% NEW $634.41 +2.1%
104 CRM SALESFORCE INC Technology 5,627.0 $882K 0.14% NEW $156.66 +33.5%
105 CCK CROWN HLDGS INC Consumer Cyclical 7,793.0 $871K 0.14% NEW $111.82 +6.8%
106 VIS VANGUARD WORLD FD 2,352.0 $848K 0.14% NEW $360.38 -4.1%
107 EFV ISHARES TR 10,900.0 $834K 0.14% NEW $76.55 +7.4%
108 FAAA FIDELITY MERRIMACK STR TR 16,477.0 $826K 0.14% NEW $50.16 +0.4%
109 HD HOME DEPOT INC Consumer Cyclical 2,303.0 $812K 0.13% NEW $352.65 -4.8%
110 XLC SELECT SECTOR SPDR TR 7,558.0 $810K 0.13% NEW $107.13 +4.0%
111 JLL JONES LANG LASALLE INC Real Estate 2,575.0 $798K 0.13% NEW $309.95 +25.0%
112 VLO VALERO ENERGY CORP Energy 3,037.0 $791K 0.13% NEW $260.44 +34.0%
113 PH PARKER-HANNIFIN CORP Industrials 809.0 $791K 0.13% NEW $977.52 +2.5%
114 EPR EPR PPTYS Real Estate 13,300.0 $772K 0.13% NEW $58.01 +4.0%
115 HOOD ROBINHOOD MKTS INC Financial Services 7,636.0 $766K 0.12% NEW $100.28 +7.8%
116 ENTERGY CORP NEW 6,652.0 $764K 0.12% NEW $114.87
117 VTI VANGUARD INDEX FDS 2,058.0 $762K 0.12% NEW $370.04 +2.2%
118 PANW PALO ALTO NETWORKS INC Technology 2,212.0 $754K 0.12% NEW $341.03 +4.9%
119 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,974.0 $748K 0.12% NEW $57.62 +16.3%
120 IEFA ISHARES TR 7,613.0 $735K 0.12% NEW $96.58 +4.4%
Page 6 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%