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Portfolio (Quarterly) Guide ↗

American Capital Advisory, LLC

· CIK 0002018007
13F Portfolio $248M AUM 1,140 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 144 New 449 Added 164 Reduced 83 Exited
Page 8 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ING ING GROEP N.V. Financial Services 230.0 $6K 0.00% +191.0 +489.7% $26.05 +18.6%
142 MFG MIZUHO FINANCIAL GROUP INC Financial Services 736.0 $6K 0.00% +558.0 +313.5% $7.94 +22.9%
143 SONY SONY GROUP CORP Technology 279.0 $6K 0.00% +195.0 +232.1% $20.70 -4.7%
144 PGR PROGRESSIVE CORP Financial Services 29.0 $6K 0.00% +16.0 +123.1% $198.24 +11.8%
145 WDC WESTERN DIGITAL CORP Technology 21.0 $6K 0.00% +2.0 +10.5% $270.52 +119.7%
146 JOBY JOBY AVIATION INC Industrials 685.0 $6K 0.00% +103.0 +17.7% $8.26 +7.8%
147 BCS BARCLAYS PLC Financial Services 267.0 $6K 0.00% +216.0 +423.5% $21.16 +26.9%
148 DE DEERE & CO Industrials 10.0 $6K 0.00% +5.0 +100.0% $563.30 +11.6%
149 DATAVAULT AI INC 8,709.0 $5K 0.00% +8K +770.9% $0.62
150 GSK GSK PLC Healthcare 94.0 $5K 0.00% +68.0 +261.5% $55.19 -5.3%
151 WELL WELLTOWER INC Real Estate 26.0 $5K 0.00% +8.0 +44.4% $197.73 +14.7%
152 NEM NEWMONT CORP Basic Materials 46.0 $5K 0.00% +12.0 +35.3% $108.26 -10.2%
153 UNP UNION PAC CORP Industrials 20.0 $5K 0.00% +7.0 +53.9% $242.65 +11.1%
154 BLK BLACKROCK INC Financial Services 5.0 $5K 0.00% +1.0 +25.0% $961.80 +1.6%
155 APH AMPHENOL CORP Technology 38.0 $5K 0.00% +3.0 +8.6% $126.37 +31.1%
156 BP BP PLC Energy 102.0 $5K 0.00% +73.0 +251.7% $47.00 -21.0%
157 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 15.0 $5K 0.00% +1.0 +7.1% $304.13 +11.7%
158 MDT MEDTRONIC PLC Healthcare 52.0 $5K 0.00% +11.0 +26.8% $86.65 -6.4%
159 PH PARKER-HANNIFIN CORP Industrials 5.0 $4K 0.00% +3.0 +150.0% $895.40 +9.1%
160 VRTX VERTEX PHARMACEUTICALS INC Healthcare 10.0 $4K 0.00% +3.0 +42.9% $446.60 +10.4%
Page 8 of 23  ·  449 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
Financial Services 24.4%
Technology 22.4%
Consumer Cyclical 11.3%
Healthcare 8.9%
Consumer Defensive 8.9%
Communication Services 7.5%
Energy 5.6%
Basic Materials 5.1%
Industrials 4.9%
Utilities 0.6%