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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 8 of 54  ·  1,079 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 V VISA INC Financial Services 290.0 $102K 0.04% NEW $350.71 -5.8%
142 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,008.0 $102K 0.04% NEW $100.89 +7.1%
143 NKE NIKE INC Consumer Cyclical 1,588.0 $101K 0.04% NEW $63.71 -35.8%
144 SRE SEMPRA Utilities 1,127.0 $100K 0.04% NEW $88.29 +5.8%
145 DFIV DIMENSIONAL ETF TRUST 1,908.0 $95K 0.04% NEW $49.90 +8.3%
146 COP CONOCOPHILLIPS Energy 1,012.0 $95K 0.04% NEW $93.61 +13.7%
147 FLEX FLEX LTD Technology 1,515.0 $92K 0.04% NEW $60.42 +166.9%
148 CCJ CAMECO CORP Energy 1,000.0 $91K 0.04% NEW $91.49 +13.2%
149 IMTM ISHARES TR 1,885.0 $90K 0.04% NEW $47.97 +10.6%
150 IEMG ISHARES INC 1,337.0 $90K 0.04% NEW $67.22 +22.2%
151 SLB SLB LIMITED Energy 2,334.0 $90K 0.04% NEW $38.38 +23.6%
152 QUAL ISHARES TR 450.0 $89K 0.04% NEW $198.70 +7.3%
153 EPD ENTERPRISE PRODS PARTNERS L Energy 2,747.0 $88K 0.04% NEW $32.06 +14.9%
154 VB VANGUARD INDEX FDS 338.0 $87K 0.04% NEW $257.95 +16.1%
155 DIHP DIMENSIONAL ETF TRUST 2,719.0 $86K 0.04% NEW $31.67 +7.1%
156 SO SOUTHERN CO Utilities 976.0 $85K 0.04% NEW $87.20 +10.0%
157 SPDW SPDR INDEX SHS FDS 1,900.0 $84K 0.04% NEW $44.41 +13.2%
158 KO COCA COLA CO Consumer Defensive 1,199.0 $84K 0.04% NEW $69.93 +15.0%
159 UPS UNITED PARCEL SERVICE INC Industrials 821.0 $81K 0.04% NEW $99.19 +10.2%
160 AGG ISHARES TR 811.0 $81K 0.04% NEW $99.88 -0.6%
Page 8 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%