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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 9 of 54  ·  1,079 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FIG FIGMA INC Technology 2,165.0 $81K 0.04% NEW $37.37 -52.5%
162 VBR VANGUARD INDEX FDS 375.0 $79K 0.03% NEW $211.79 +14.4%
163 AOA ISHARES TR 880.0 $79K 0.03% NEW $89.56 +8.0%
164 ABT ABBOTT LABS Healthcare 623.0 $78K 0.03% NEW $125.29 -24.5%
165 CAT CATERPILLAR INC Industrials 135.0 $78K 0.03% NEW $574.28 +77.3%
166 KKR KKR & CO INC Financial Services 595.0 $76K 0.03% NEW $127.48 -27.1%
167 TD TORONTO DOMINION BK ONT Financial Services 801.0 $75K 0.03% NEW $94.20 +27.7%
168 SCHX SCHWAB STRATEGIC TR 2,755.0 $74K 0.03% NEW $26.91 +7.3%
169 AFL AFLAC INC Financial Services 664.0 $73K 0.03% NEW $110.27 +8.4%
170 MU MICRON TECHNOLOGY INC Technology 246.0 $70K 0.03% NEW $285.41 +316.5%
171 PFE PFIZER INC Healthcare 2,813.0 $70K 0.03% NEW $24.90 -2.6%
172 PFM INVESCO EXCHANGE TRADED FD T 1,358.0 $70K 0.03% NEW $51.51 +7.2%
173 DIS DISNEY WALT CO Communication Services 602.0 $69K 0.03% NEW $113.86 -13.5%
174 MMM 3M CO Industrials 408.0 $65K 0.03% NEW $160.25 +4.3%
175 IWR ISHARES TR 675.0 $65K 0.03% NEW $96.27 +13.9%
176 CMCSA COMCAST CORP NEW Communication Services 2,158.0 $65K 0.03% NEW $29.89 -23.9%
177 EOS EATON VANCE ENHANCED EQUITY Financial Services 2,725.0 $64K 0.03% NEW $23.41 -8.8%
178 MTZ MASTEC INC Industrials 288.0 $63K 0.03% NEW $217.37 +85.1%
179 VZ VERIZON COMMUNICATIONS INC Communication Services 1,531.0 $62K 0.03% NEW $40.73 +13.3%
180 NSC NORFOLK SOUTHN CORP Industrials 215.0 $62K 0.03% NEW $288.72 +8.1%
Page 9 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%