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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 25 of 54  ·  1,079 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 YUM YUM BRANDS INC Consumer Cyclical 12.0 $2K 0.00% NEW $151.33 +3.4%
482 AJG GALLAGHER ARTHUR J & CO Financial Services 7.0 $2K 0.00% NEW $258.86 -12.7%
483 PSTG PURE STORAGE INC Technology 27.0 $2K 0.00% NEW $67.04 +11.3%
484 IEP ICAHN ENTERPRISES LP Industrials 236.0 $2K 0.00% NEW $7.55 -4.6%
485 NET CLOUDFLARE INC Technology 9.0 $2K 0.00% NEW $197.22 +20.3%
486 WBD WARNER BROS DISCOVERY INC Communication Services 61.0 $2K 0.00% NEW $28.84 -7.3%
487 SYK STRYKER CORPORATION Healthcare 5.0 $2K 0.00% NEW $351.60 -5.4%
488 PH PARKER-HANNIFIN CORP Industrials 2.0 $2K 0.00% NEW $879.00 +10.2%
489 NDAQ NASDAQ INC Financial Services 18.0 $2K 0.00% NEW $97.17 -19.1%
490 FISV FISERV INC Technology 26.0 $2K 0.00% NEW $67.19 -26.4%
491 ECBK ECB BANCORP INC Financial Services 100.0 $2K 0.00% NEW $17.39 +12.7%
492 DOW DOW INC Basic Materials 74.0 $2K 0.00% NEW $23.39 +24.1%
493 GSLC GOLDMAN SACHS ETF TR 13.0 $2K 0.00% NEW $132.38 +5.2%
494 WDAY WORKDAY INC Technology 8.0 $2K 0.00% NEW $214.88 -42.2%
495 AMERICAN BITCOIN CORP. 1,000.0 $2K 0.00% NEW $1.70
496 WMB WILLIAMS COS INC Energy 28.0 $2K 0.00% NEW $60.14 +29.6%
497 CHWY CHEWY INC Consumer Cyclical 50.0 $2K 0.00% NEW $33.06 -43.9%
498 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 85.0 $2K 0.00% NEW $19.34 +23.2%
499 BTI BRITISH AMERN TOB PLC Consumer Defensive 29.0 $2K 0.00% NEW $56.62 +10.8%
500 SHW SHERWIN WILLIAMS CO Basic Materials 5.0 $2K 0.00% NEW $324.20 +6.1%
Page 25 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%