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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 2 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 7 $362.0 SOLD
22 DBX DROPBOX INC Technology 11 $306.0 SOLD
23 EXACT SCIENCES CORP 3 $305.0 SOLD
24 STLA STELLANTIS N.V Consumer Cyclical 28 $305.0 SOLD
25 CWST CASELLA WASTE SYS INC Industrials 3 $294.0 SOLD
26 ERIE ERIE INDTY CO Financial Services 1 $287.0 SOLD
27 VICI VICI PPTYS INC Real Estate 9 $254.0 SOLD
28 GMAB GENMAB A/S Healthcare 8 $247.0 SOLD
29 WING WINGSTOP INC Consumer Cyclical 1 $239.0 SOLD
30 POOL POOL CORP Industrials 1 $229.0 SOLD
31 ACM AECOM Industrials 2 $191.0 SOLD
32 CHKP CHECK POINT SOFTWARE TECH LT Technology 1 $186.0 SOLD
33 FCN FTI CONSULTING INC Industrials 1 $171.0 SOLD
34 PTON PELOTON INTERACTIVE INC Consumer Cyclical 25 $154.0 SOLD
35 MNDY MONDAY COM LTD Technology 1 $148.0 SOLD
36 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1 $144.0 SOLD
37 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1 $142.0 SOLD
38 QIAGEN NV 3 $135.0 SOLD
39 U UNITY SOFTWARE INC Technology 3 $133.0 SOLD
40 MTN VAIL RESORTS INC Consumer Cyclical 1 $133.0 SOLD
Page 2 of 5  ·  83 positions
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%