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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 29 of 57  ·  1,140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 XEL XCEL ENERGY INC Utilities 22.0 $2K 0.00% +1.0 +4.8% $79.45 +3.5%
562 EOG EOG RES INC Energy 12.0 $2K 0.00% +7.0 +140.0% $144.58 -8.3%
563 AJG GALLAGHER ARTHUR J & CO Financial Services 8.0 $2K 0.00% +1.0 +14.3% $216.62 +4.3%
564 EQT EQT CORP Energy 27.0 $2K 0.00% +4.0 +17.4% $63.67 -17.2%
565 A AGILENT TECHNOLOGIES INC Healthcare 15.0 $2K 0.00% -24.0 -61.5% $114.00 +19.3%
566 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 24.0 $2K 0.00% -3.0 -11.1% $71.21 -7.7%
567 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 21.0 $2K 0.00% +3.0 +16.7% $80.95 +3.2%
568 BTI BRITISH AMERN TOB PLC Consumer Defensive 29.0 $2K 0.00% $58.48 +7.3%
569 ARKK ARK ETF TR 25.0 $2K 0.00% $67.60 +15.4%
570 IDXX IDEXX LABS INC Healthcare 3.0 $2K 0.00% +2.0 +200.0% $562.00 -1.9%
571 PPL PPL CORP Utilities 44.0 $2K 0.00% +12.0 +37.5% $38.20 -3.1%
572 ECBK ECB BANCORP INC Financial Services 100.0 $2K 0.00% $16.73 +17.1%
573 FMS FRESENIUS MEDICAL CARE AG Healthcare 74.0 $2K 0.00% NEW $22.57 +3.0%
574 COHR COHERENT CORP Technology 7.0 $2K 0.00% +3.0 +75.0% $238.29 +59.7%
575 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 5.0 $2K 0.00% +1.0 +25.0% $331.00 -12.0%
576 NVO NOVO-NORDISK A S Healthcare 45.0 $2K 0.00% +14.0 +45.2% $36.76 +30.8%
577 STZ CONSTELLATION BRANDS INC Consumer Defensive 11.0 $2K 0.00% $150.00 -2.5%
578 KMI KINDER MORGAN INC DEL Energy 49.0 $2K 0.00% $33.53 -1.0%
579 EA ELECTRONIC ARTS INC Communication Services 8.0 $2K 0.00% +2.0 +33.3% $203.88 +0.7%
580 GSLC GOLDMAN SACHS ETF TR 13.0 $2K 0.00% $125.15 +11.3%
Page 29 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%