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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 7 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,447.0 $726K 0.12% NEW $501.47 +25.5%
122 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 15,614.0 $711K 0.12% NEW $45.52 +31.0%
123 QCOM QUALCOMM INC Technology 3,834.0 $708K 0.12% NEW $184.78 -13.0%
124 LSTR LANDSTAR SYS INC Industrials 3,419.0 $707K 0.12% NEW $206.81 -9.8%
125 AMG AFFILIATED MANAGERS GROUP Financial Services 2,044.0 $692K 0.11% NEW $338.40 +5.3%
126 MTCH MATCH GROUP INC NEW Communication Services 18,053.0 $687K 0.11% NEW $38.05 +7.4%
127 UGI UGI CORP NEW Utilities 19,105.0 $660K 0.11% NEW $34.54 +8.8%
128 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,942.0 $657K 0.11% NEW $338.15 +1.0%
129 IWF ISHARES TR 5,264.0 $654K 0.11% NEW $124.17 -1.4%
130 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 677.0 $653K 0.11% NEW $965.00 -11.9%
131 URI UNITED RENTALS INC Industrials 576.0 $653K 0.11% NEW $1132.89 -3.0%
132 EBAY EBAY INC. Consumer Cyclical 5,795.0 $648K 0.11% NEW $111.76 -6.8%
133 PLTR PALANTIR TECHNOLOGIES INC Technology 5,499.0 $642K 0.10% NEW $116.66 +54.2%
134 IRIDIUM COMMUNICATIONS INC 11,578.0 $635K 0.10% NEW $54.85
135 CB CHUBB LIMITED Financial Services 1,848.0 $630K 0.10% NEW $340.66 +0.1%
136 CL COLGATE PALMOLIVE CO Consumer Defensive 6,744.0 $618K 0.10% NEW $91.68 -0.7%
137 NEU NEWMARKET CORP Basic Materials 779.0 $617K 0.10% NEW $791.42 +18.4%
138 VXF VANGUARD INDEX FDS 2,484.0 $612K 0.10% NEW $246.21 -0.3%
139 ANET ARISTA NETWORKS INC Technology 3,598.0 $611K 0.10% NEW $169.87 +11.1%
140 MRVL MARVELL TECHNOLOGY INC Technology 2,045.0 $609K 0.10% NEW $297.89 -20.4%
Page 7 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%