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Portfolio (Quarterly) Guide ↗

American Capital Advisory, LLC

· CIK 0002018007
13F Portfolio $275M AUM 1,164 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 97 New 502 Added 171 Reduced 73 Exited
Page 26 of 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PPC PILGRIMS PRIDE CORP Consumer Defensive 3.0 $85.0 +1.0 +50.0% $28.33 +7.6%
502 GAMESTOP CORP NEW 22.0 $62.0 +10.0 +83.3% $2.82
Page 26 of 26  ·  502 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 27.5%
Financial Services 23.6%
Consumer Cyclical 12.2%
Healthcare 9.5%
Consumer Defensive 7.9%
Industrials 5.1%
Communication Services 4.4%
Energy 4.4%
Basic Materials 4.3%
Utilities 0.6%