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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 20 of 57  ·  1,140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EVX VANECK ETF TRUST 155.0 $6K 0.00% $38.72 +6.2%
382 ING ING GROEP N.V. Financial Services 230.0 $6K 0.00% +191.0 +489.7% $26.05 +18.1%
383 LNC LINCOLN NATL CORP IND Financial Services 167.0 $6K 0.00% $35.50 +3.4%
384 MFG MIZUHO FINANCIAL GROUP INC Financial Services 736.0 $6K 0.00% +558.0 +313.5% $7.94 +22.3%
385 SONY SONY GROUP CORP Technology 279.0 $6K 0.00% +195.0 +232.1% $20.70 -4.8%
386 PGR PROGRESSIVE CORP Financial Services 29.0 $6K 0.00% +16.0 +123.1% $198.24 +13.2%
387 DNP DNP SELECT INCOME FD INC Financial Services 555.0 $6K 0.00% $10.30 +5.8%
388 VXUS VANGUARD STAR FDS 74.0 $6K 0.00% $77.11 +9.6%
389 WDC WESTERN DIGITAL CORP Technology 21.0 $6K 0.00% +2.0 +10.5% $270.52 +116.8%
390 JOBY JOBY AVIATION INC Industrials 685.0 $6K 0.00% +103.0 +17.7% $8.26 +6.9%
391 BCS BARCLAYS PLC Financial Services 267.0 $6K 0.00% +216.0 +423.5% $21.16 +26.3%
392 DE DEERE & CO Industrials 10.0 $6K 0.00% +5.0 +100.0% $563.30 +8.9%
393 DATAVAULT AI INC 8,709.0 $5K 0.00% +8K +770.9% $0.62
394 PANW PALO ALTO NETWORKS INC Technology 33.0 $5K 0.00% -8.0 -19.5% $160.33 +89.7%
395 MET METLIFE INC Financial Services 74.0 $5K 0.00% -1.0 -1.3% $70.73 +21.5%
396 GSK GSK PLC Healthcare 94.0 $5K 0.00% +68.0 +261.5% $55.19 -4.9%
397 WELL WELLTOWER INC Real Estate 26.0 $5K 0.00% +8.0 +44.4% $197.73 +14.9%
398 SOLV SOLVENTUM CORP Healthcare 77.0 $5K 0.00% -5.0 -6.1% $65.31 +21.8%
399 REAX THE REAL BROKERAGE INC Real Estate 2,000.0 $5K 0.00% $2.50 -25.2%
400 NEM NEWMONT CORP Basic Materials 46.0 $5K 0.00% +12.0 +35.3% $108.26 -11.2%
Page 20 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%