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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 13 of 57  ·  1,140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ESGV VANGUARD WORLD FD 302.0 $34K 0.01% +2.0 +0.7% $112.27 +15.0%
242 XOVR ENTREPRENEURSHARES SERIES TR 2,000.0 $34K 0.01% $16.89 +16.6%
243 DLR DIGITAL RLTY TR INC Real Estate 186.0 $34K 0.01% +3.0 +1.6% $180.22 +7.1%
244 ZS ZSCALER INC Technology 238.0 $33K 0.01% -2.0 -0.8% $140.29 -5.7%
245 VYMI VANGUARD WHITEHALL FDS 350.0 $33K 0.01% $94.24 +3.8%
246 MCK MCKESSON CORP Healthcare 38.0 $33K 0.01% +1.0 +2.7% $865.37 -11.8%
247 EQIX EQUINIX INC Real Estate 33.0 $32K 0.01% $980.24 +11.3%
248 IWS ISHARES TR 220.0 $32K 0.01% $145.74 +13.3%
249 MAR MARRIOTT INTL INC NEW Consumer Cyclical 98.0 $32K 0.01% +2.0 +2.1% $327.07 +15.4%
250 VYM VANGUARD WHITEHALL FDS 216.0 $32K 0.01% $148.10 +6.8%
251 NXT NEXTPOWER INC Technology 262.0 $32K 0.01% $120.55 -11.3%
252 COWZ PACER FDS TR 500.0 $31K 0.01% $62.56 +0.7%
253 FORA FORIAN INC Healthcare 15,000.0 $31K 0.01% $2.07 +4.8%
254 SLVM SYLVAMO CORP Basic Materials 716.0 $30K 0.01% -33.0 -4.4% $42.24 -6.9%
255 NOW SERVICENOW INC Technology 289.0 $30K 0.01% +12.0 +4.3% $104.55 -5.9%
256 DOV DOVER CORP Industrials 141.0 $29K 0.01% $208.45 +8.4%
257 SPOT SPOTIFY TECHNOLOGY S A Communication Services 60.0 $29K 0.01% +8.0 +15.4% $484.92 -5.1%
258 PL PLANET LABS PBC Industrials 1,000.0 $28K 0.01% NEW $27.95 -3.1%
259 MPB MID PENN BANCORP INC Financial Services 852.0 $27K 0.01% $32.16 +7.7%
260 BTGD TIDAL TRUST II 1,000.0 $27K 0.01% $27.37 -27.3%
Page 13 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%