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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 15 of 54  ·  1,079 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RPRX ROYALTY PHARMA PLC Healthcare 516.0 $20K 0.01% NEW $38.64 +44.2%
282 IWP ISHARES TR 143.0 $20K 0.01% NEW $136.94 +3.1%
283 SBS COMPANHIA DE SANEAMENTO BASI Utilities 813.0 $19K 0.01% NEW $23.86 -75.9%
284 DELL DELL TECHNOLOGIES INC Technology 154.0 $19K 0.01% NEW $125.88 +209.7%
285 HOOD ROBINHOOD MKTS INC Financial Services 170.0 $19K 0.01% NEW $113.10 -14.4%
286 DKNG DRAFTKINGS INC NEW Consumer Cyclical 543.0 $19K 0.01% NEW $34.46 -29.1%
287 UNILEVER PLC 286.0 $19K 0.01% NEW $65.40
288 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 686.0 $19K 0.01% NEW $27.15 -50.0%
289 IWN ISHARES TR 100.0 $18K 0.01% NEW $181.21 +21.2%
290 LUNR INTUITIVE MACHINES INC Industrials 1,100.0 $18K 0.01% NEW $16.23 +22.1%
291 NUE NUCOR CORP Basic Materials 109.0 $18K 0.01% NEW $163.11 +46.3%
292 DXCM DEXCOM INC Healthcare 263.0 $17K 0.01% NEW $66.37 +4.4%
293 MS MORGAN STANLEY Financial Services 98.0 $17K 0.01% NEW $177.53 +19.9%
294 SUSA ISHARES TR 122.0 $17K 0.01% NEW $139.35 +8.7%
295 SCHE SCHWAB STRATEGIC TR 515.0 $17K 0.01% NEW $32.75 +8.4%
296 EXPD EXPEDITORS INTL WASH INC Industrials 111.0 $17K 0.01% NEW $149.02 +7.7%
297 JAMES RIV GROUP HOLDINGS INC 2,600.0 $17K 0.01% NEW $6.36
298 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 426.0 $16K 0.01% NEW $38.73 -31.9%
299 ILF ISHARES TR 537.0 $16K 0.01% NEW $30.45 +11.1%
300 SPYD SPDR SERIES TRUST 366.0 $16K 0.01% NEW $43.25 +12.1%
Page 15 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%