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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 11 of 54  ·  1,079 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IBM INTERNATIONAL BUSINESS MACHS Technology 168.0 $50K 0.02% NEW $296.21 -8.7%
202 EWBC EAST WEST BANCORP INC Financial Services 438.0 $49K 0.02% NEW $112.39 +15.0%
203 ZION ZIONS BANCORPORATION N A Financial Services 838.0 $49K 0.02% NEW $58.54 +17.2%
204 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 2,000.0 $49K 0.02% NEW $24.37 -47.7%
205 FITB FIFTH THIRD BANCORP Financial Services 1,030.0 $48K 0.02% NEW $46.81 +20.0%
206 BA BOEING CO Industrials 220.0 $48K 0.02% NEW $217.12 -0.4%
207 SLV ISHARES SILVER TR Financial Services 727.0 $47K 0.02% NEW $64.42 -17.2%
208 ZTS ZOETIS INC Healthcare 371.0 $47K 0.02% NEW $125.82 -39.9%
209 VLO VALERO ENERGY CORP Energy 282.0 $46K 0.02% NEW $162.79 +58.7%
210 ONDS ONDAS HLDGS INC Technology 4,700.0 $46K 0.02% NEW $9.76 -20.2%
211 PDLB PONCE FINANCIAL GROUP INC Financial Services 2,800.0 $46K 0.02% NEW $16.35 +19.6%
212 AMD ADVANCED MICRO DEVICES INC Technology 209.0 $45K 0.02% NEW $214.16 +143.0%
213 CAH CARDINAL HEALTH INC Healthcare 216.0 $44K 0.02% NEW $205.50 +15.9%
214 QVAL EA SERIES TRUST 905.0 $44K 0.02% NEW $48.80 +15.1%
215 AXP AMERICAN EXPRESS CO Financial Services 119.0 $44K 0.02% NEW $368.61 -7.5%
216 TRV TRAVELERS COMPANIES INC Financial Services 150.0 $44K 0.02% NEW $290.06 +12.2%
217 HD HOME DEPOT INC Consumer Cyclical 126.0 $43K 0.02% NEW $344.10 +1.0%
218 SCHB SCHWAB STRATEGIC TR 1,621.0 $43K 0.02% NEW $26.23 +8.3%
219 NOW SERVICENOW INC Technology 277.0 $42K 0.02% NEW $153.19 -36.2%
220 BRIGHTSTAR LOTTERY PLC 2,731.0 $42K 0.02% NEW $15.48
Page 11 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%