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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 20 of 54  ·  1,079 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ACN ACCENTURE PLC IRELAND Technology 17.0 $5K 0.00% NEW $268.35 -51.9%
382 MSTR STRATEGY INC Technology 30.0 $5K 0.00% NEW $151.97 -45.8%
383 SCI SERVICE CORP INTL Consumer Cyclical 57.0 $4K 0.00% NEW $78.09 -3.0%
384 BLACKROCK ETF TRUST 142.0 $4K 0.00% NEW $30.87
385 BLK BLACKROCK INC Financial Services 4.0 $4K 0.00% NEW $1070.50 -9.9%
386 ACWI ISHARES TR 30.0 $4K 0.00% NEW $141.50 +9.0%
387 ADBE ADOBE INC Technology 12.0 $4K 0.00% NEW $350.00 -42.1%
388 SPGI S&P GLOBAL INC Financial Services 8.0 $4K 0.00% NEW $522.62 -21.9%
389 APP APPLOVIN CORP Technology 6.0 $4K 0.00% NEW $673.83 -29.2%
390 XLK SELECT SECTOR SPDR TR 28.0 $4K 0.00% NEW $144.00 +25.6%
391 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 14.0 $4K 0.00% NEW $287.29 +15.9%
392 INTU INTUIT Technology 6.0 $4K 0.00% NEW $662.50 -59.6%
393 MDT MEDTRONIC PLC Healthcare 41.0 $4K 0.00% NEW $96.07 -15.7%
394 ANET ARISTA NETWORKS INC Technology 30.0 $4K 0.00% NEW $131.03 +20.3%
395 LUMN LUMEN TECHNOLOGIES INC Communication Services 500.0 $4K 0.00% NEW $7.77 +4.0%
396 QUBT QUANTUM COMPUTING INC Technology 378.0 $4K 0.00% NEW $10.26 -10.5%
397 BX BLACKSTONE INC Financial Services 25.0 $4K 0.00% NEW $154.16 -25.1%
398 GLDM WORLD GOLD TR Financial Services 44.0 $4K 0.00% NEW $85.39 -5.6%
399 BANK AMERICA CORP 3.0 $4K 0.00% NEW $1252.00
400 EBC EASTERN BANKSHARES INC Financial Services 200.0 $4K 0.00% NEW $18.43 +19.9%
Page 20 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%