BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 12 of 57  ·  1,140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AMCOR PLC 1,105.0 $44K 0.02% NEW $39.75
222 VOD VODAFONE GROUP PLC Communication Services 2,903.0 $44K 0.02% +503.0 +21.0% $15.02 -7.5%
223 IBM INTERNATIONAL BUSINESS MACHS Technology 177.0 $43K 0.02% +9.0 +5.4% $242.49 +12.0%
224 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,808.0 $42K 0.02% $15.05 +3.9%
225 TGT TARGET CORP Consumer Defensive 342.0 $41K 0.02% +5.0 +1.5% $121.15 +15.7%
226 SLV ISHARES SILVER TR Financial Services 589.0 $40K 0.02% -138.0 -19.0% $68.14 -21.8%
227 CARR CARRIER GLOBAL CORPORATION Industrials 709.0 $40K 0.02% +23.0 +3.4% $56.31 +30.7%
228 KKR KKR & CO INC Financial Services 431.0 $40K 0.02% -164.0 -27.6% $92.50 -2.6%
229 KEY KEYCORP Financial Services 1,965.0 $39K 0.02% +76.0 +4.0% $20.05 +16.0%
230 GD GENERAL DYNAMICS CORP Industrials 113.0 $39K 0.02% +5.0 +4.6% $343.22 +1.0%
231 IJH ISHARES TR 562.0 $38K 0.01% $67.53 +12.8%
232 SCHW SCHWAB CHARLES CORP Financial Services 395.0 $37K 0.01% $93.98 -3.5%
233 EWJ ISHARES INC 438.0 $37K 0.01% $84.44 +9.9%
234 PLD PROLOGIS INC. Real Estate 275.0 $36K 0.01% +20.0 +7.8% $132.18 +5.9%
235 AXP AMERICAN EXPRESS CO Financial Services 120.0 $36K 0.01% +1.0 +0.8% $301.38 +12.9%
236 SCHB SCHWAB STRATEGIC TR 1,428.0 $36K 0.01% -193.0 -11.9% $25.10 +12.9%
237 RCI ROGERS COMMUNICATIONS INC Communication Services 924.0 $36K 0.01% $38.45 -9.4%
238 AVY AVERY DENNISON CORP Industrials 201.0 $35K 0.01% $172.68 -4.0%
239 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 2,000.0 $34K 0.01% $17.07 -25.5%
240 SBS COMPANHIA DE SANEAMENTO BASI Utilities 1,114.0 $34K 0.01% +301.0 +37.0% $30.52 -81.0%
Page 12 of 57  ·  1,140 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%