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Portfolio (Quarterly) Guide ↗

American Capital Advisory, LLC

· CIK 0002018007
13F Portfolio $231M AUM 1,079 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1079 New
Page 12 of 54  ·  1,079 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AVSC AMERICAN CENTY ETF TR 709.0 $42K 0.02% NEW $58.74 +24.1%
222 MCD MCDONALDS CORP Consumer Cyclical 132.0 $40K 0.02% NEW $305.83 -11.8%
223 XOVR ENTREPRENEURSHARES SERIES TR 2,000.0 $40K 0.02% NEW $20.14 -1.2%
224 SCHW SCHWAB CHARLES CORP Financial Services 395.0 $39K 0.02% NEW $99.91 -10.0%
225 KEY KEYCORP Financial Services 1,889.0 $39K 0.02% NEW $20.64 +13.2%
226 T AT&T INC Communication Services 1,549.0 $38K 0.02% NEW $24.84 -9.5%
227 LHX L3HARRIS TECHNOLOGIES INC Industrials 130.0 $38K 0.02% NEW $293.58 +0.4%
228 IJH ISHARES TR 562.0 $37K 0.02% NEW $66.00 +15.8%
229 AVY AVERY DENNISON CORP Industrials 202.0 $37K 0.02% NEW $181.88 -9.0%
230 BNDX VANGUARD CHARLOTTE FDS 757.0 $37K 0.02% NEW $48.32 +0.4%
231 GD GENERAL DYNAMICS CORP Industrials 108.0 $36K 0.02% NEW $336.67 +3.9%
232 ESGV VANGUARD WORLD FD 300.0 $36K 0.02% NEW $120.96 +7.6%
233 CARR CARRIER GLOBAL CORPORATION Industrials 686.0 $36K 0.02% NEW $52.84 +41.4%
234 SLVM SYLVAMO CORP Basic Materials 749.0 $36K 0.02% NEW $48.15 -17.7%
235 QBTS D-WAVE QUANTUM INC Technology 1,369.0 $36K 0.02% NEW $26.15 -13.4%
236 EWJ ISHARES INC 438.0 $35K 0.01% NEW $80.74 +15.5%
237 RCI ROGERS COMMUNICATIONS INC Communication Services 924.0 $35K 0.01% NEW $37.73 -7.5%
238 BTGD TIDAL TRUST II 1,000.0 $34K 0.01% NEW $34.33 -41.1%
239 SOFI SOFI TECHNOLOGIES INC Financial Services 1,297.0 $34K 0.01% NEW $26.18 -31.8%
240 UNH CALL UNITEDHEALTH GROUP INC Healthcare 100.0 $33K 0.01% NEW $330.11 +29.3%
Page 12 of 54  ·  1,079 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 27.1%
Technology 22.9%
Consumer Cyclical 10.7%
Communication Services 9.3%
Healthcare 8.4%
Consumer Defensive 8.1%
Basic Materials 4.9%
Industrials 4.4%
Energy 3.3%
Utilities 0.5%