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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 8 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EOG EOG RES INC Energy 4,692.0 $609K 0.10% NEW $129.73 +18.0%
142 CRWD CROWDSTRIKE HLDGS INC Technology 794.0 $606K 0.10% NEW $190.69 +0.7%
143 EME EMCOR GROUP INC Industrials 724.0 $601K 0.10% NEW $829.88 -6.4%
144 GD GENERAL DYNAMICS CORP Industrials 1,691.0 $599K 0.10% NEW $354.22 +8.5%
145 DVN DEVON ENERGY CORP NEW Energy 14,414.0 $596K 0.10% NEW $41.32 +18.8%
146 XLY SELECT SECTOR SPDR TR 5,066.0 $594K 0.10% NEW $117.28 +0.6%
147 NYT NEW YORK TIMES CO MTN BE Communication Services 8,477.0 $593K 0.10% NEW $69.98 -6.1%
148 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5,209.0 $587K 0.10% NEW $112.74 +18.2%
149 SPG SIMON PPTY GROUP INC NEW Real Estate 2,610.0 $584K 0.10% NEW $223.61 -2.4%
150 LANDBRIDGE COMPANY LLC 7,325.0 $580K 0.10% NEW $79.24
151 TOL TOLL BROTHERS INC Consumer Cyclical 3,521.0 $580K 0.10% NEW $164.75 -10.7%
152 SDY SPDR SERIES TRUST 3,811.0 $580K 0.10% NEW $152.18 +4.1%
153 R RYDER SYS INC Industrials 2,196.0 $579K 0.10% NEW $263.77 -5.3%
154 DUK DUKE ENERGY CORP NEW Utilities 4,491.0 $568K 0.09% NEW $126.58 -5.3%
155 ETN EATON CORP PLC Industrials 1,316.0 $561K 0.09% NEW $426.22 -1.6%
156 A AGILENT TECHNOLOGIES INC Healthcare 4,198.0 $558K 0.09% NEW $132.84 +19.6%
157 NFG NATIONAL FUEL GAS CO Energy 7,181.0 $554K 0.09% NEW $77.21 +6.8%
158 VZ VERIZON COMMUNICATIONS INC Communication Services 13,067.0 $553K 0.09% NEW $42.34 +16.8%
159 JBHT HUNT J B TRANS SVCS INC Industrials 1,900.0 $550K 0.09% NEW $289.43 -4.8%
160 AM ANTERO MIDSTREAM CORP Energy 24,109.0 $548K 0.09% NEW $22.75 -2.7%
Page 8 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%