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Portfolio (Quarterly) Guide ↗

American Capital Advisory, LLC

· CIK 0002018007
13F Portfolio $248M AUM 1,140 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 144 New 449 Added 164 Reduced 83 Exited
Page 3 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IMTM ISHARES TR 1,475.0 $71K 0.03% -410.0 -21.8% $48.02 +10.5%
42 DIHP DIMENSIONAL ETF TRUST 2,080.0 $67K 0.03% -639.0 -23.5% $32.22 +5.2%
43 NSC NORFOLK SOUTHN CORP Industrials 196.0 $56K 0.02% -19.0 -8.8% $287.00 +8.7%
44 EWBC EAST WEST BANCORP INC Financial Services 432.0 $46K 0.02% -6.0 -1.4% $106.76 +22.0%
45 ISRG INTUITIVE SURGICAL INC Healthcare 100.0 $46K 0.02% -1.0 -1.0% $460.99 -13.3%
46 AGG ISHARES TR 454.0 $45K 0.02% -357.0 -44.0% $99.27 -0.0%
47 SLV ISHARES SILVER TR Financial Services 589.0 $40K 0.02% -138.0 -19.0% $68.14 -23.2%
48 KKR KKR & CO INC Financial Services 431.0 $40K 0.02% -164.0 -27.6% $92.50 +0.2%
49 SCHB SCHWAB STRATEGIC TR 1,428.0 $36K 0.01% -193.0 -11.9% $25.10 +13.2%
50 ZS ZSCALER INC Technology 238.0 $33K 0.01% -2.0 -0.8% $140.29 -11.8%
51 SLVM SYLVAMO CORP Basic Materials 716.0 $30K 0.01% -33.0 -4.4% $42.24 -6.6%
52 JCI JOHNSON CONTROLS INTERNATION Industrials 189.0 $25K 0.01% -1.0 -0.5% $130.95 +11.1%
53 AVSC AMERICAN CENTY ETF TR 373.0 $23K 0.01% -336.0 -47.4% $62.30 +16.0%
54 F FORD MTR CO Consumer Cyclical 1,915.0 $22K 0.01% -51.0 -2.6% $11.54 +22.3%
55 IBIT ISHARES BITCOIN TRUST ETF Financial Services 542.0 $21K 0.01% -100.0 -15.6% $38.42 -12.8%
56 BNDX VANGUARD CHARLOTTE FDS 427.0 $21K 0.01% -330.0 -43.6% $48.05 +0.9%
57 DELL DELL TECHNOLOGIES INC Technology 114.0 $19K 0.01% -40.0 -26.0% $164.13 +149.5%
58 AVEM AMERICAN CENTY ETF TR 225.0 $18K 0.01% -172.0 -43.3% $80.58 +18.7%
59 SUSA ISHARES TR 112.0 $15K 0.01% -10.0 -8.2% $132.11 +14.7%
60 GAB GABELLI EQUITY TR INC Financial Services 2,295.0 $13K 0.01% -230.0 -9.1% $5.60 +0.9%
Page 3 of 9  ·  164 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 24.4%
Technology 22.4%
Consumer Cyclical 11.3%
Healthcare 8.9%
Consumer Defensive 8.9%
Communication Services 7.5%
Energy 5.6%
Basic Materials 5.1%
Industrials 4.9%
Utilities 0.6%