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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 19 of 54  ·  1,079 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 EVX VANECK ETF TRUST 155.0 $6K 0.00% NEW $38.23 +7.6%
362 MET METLIFE INC Financial Services 75.0 $6K 0.00% NEW $78.95 +8.9%
363 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 21.0 $6K 0.00% NEW $278.95 +14.0%
364 KW KENNEDY-WILSON HOLDINGS INC Real Estate 600.0 $6K 0.00% NEW $9.67 +12.9%
365 URA GLOBAL X FDS 135.0 $6K 0.00% NEW $42.73 +2.0%
366 EXC EXELON CORP Utilities 129.0 $6K 0.00% NEW $43.60 +8.7%
367 VXUS VANGUARD STAR FDS 74.0 $6K 0.00% NEW $75.35 +12.1%
368 DNP DNP SELECT INCOME FD INC Financial Services 555.0 $6K 0.00% NEW $9.99 +9.1%
369 ASML ASML HOLDING N V Technology 5.0 $5K 0.00% NEW $1070.00 +67.7%
370 A AGILENT TECHNOLOGIES INC Healthcare 39.0 $5K 0.00% NEW $136.08 -0.0%
371 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 141.0 $5K 0.00% NEW $37.00 -9.9%
372 LIN LINDE PLC Basic Materials 12.0 $5K 0.00% NEW $426.42 +21.9%
373 RGTI RIGETTI COMPUTING INC Technology 228.0 $5K 0.00% NEW $22.15 -17.1%
374 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 40.0 $5K 0.00% NEW $125.88 -27.3%
375 ACHR ARCHER AVIATION INC Industrials 668.0 $5K 0.00% NEW $7.52 -35.2%
376 ZG ZILLOW GROUP INC Communication Services 73.0 $5K 0.00% NEW $68.23 -54.3%
377 KLAC KLA CORP Technology 4.0 $5K 0.00% NEW $1215.25 -79.5%
378 EMR EMERSON ELEC CO Industrials 36.0 $5K 0.00% NEW $132.72 +8.1%
379 XLE SELECT SECTOR SPDR TR 106.0 $5K 0.00% NEW $44.72 +20.5%
380 APH AMPHENOL CORP NEW Technology 35.0 $5K 0.00% NEW $135.14 +21.1%
Page 19 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%