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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 9 of 57  ·  1,140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 QUAL ISHARES TR 450.0 $86K 0.04% $192.02 +11.7%
162 KO COCA COLA CO Consumer Defensive 1,129.0 $86K 0.04% -70.0 -5.8% $76.07 +7.3%
163 DFSV DIMENSIONAL ETF TRUST 2,370.0 $83K 0.03% NEW $35.04 +10.5%
164 VBR VANGUARD INDEX FDS 375.0 $81K 0.03% $217.25 +11.4%
165 PFE PFIZER INC Healthcare 2,876.0 $81K 0.03% +63.0 +2.2% $28.08 -14.1%
166 VGSR MANAGER DIRECTED PORTFOLIOS 7,806.0 $81K 0.03% NEW $10.33 +11.9%
167 CVX CHEVRON CORPORATION Energy 387.0 $80K 0.03% +23.0 +6.3% $206.90 -17.6%
168 DFSE DIMENSIONAL ETF TRUST 1,867.0 $79K 0.03% NEW $42.37 +14.0%
169 VZ VERIZON COMMUNICATIONS INC Communication Services 1,553.0 $78K 0.03% +22.0 +1.4% $50.20 -7.7%
170 AOA ISHARES TR 880.0 $78K 0.03% $88.49 +9.4%
171 DFIV DIMENSIONAL ETF TRUST 1,464.0 $77K 0.03% -444.0 -23.3% $52.78 +2.2%
172 TD TORONTO DOMINION BK ONT Financial Services 801.0 $75K 0.03% $93.31 +28.3%
173 AFL AFLAC INC Financial Services 667.0 $73K 0.03% $109.71 +8.9%
174 VB VANGUARD INDEX FDS 277.0 $73K 0.03% -61.0 -18.1% $261.92 +14.4%
175 SCHX SCHWAB STRATEGIC TR 2,763.0 $71K 0.03% $25.64 +12.8%
176 IMTM ISHARES TR 1,475.0 $71K 0.03% -410.0 -21.8% $48.02 +9.2%
177 VLO VALERO ENERGY CORP Energy 282.0 $70K 0.03% $247.08 +4.2%
178 PFM INVESCO EXCHANGE TRADED FD T 1,358.0 $69K 0.03% $51.09 +8.1%
179 HAS HASBRO INC Consumer Cyclical 741.0 $69K 0.03% +21.0 +2.9% $93.60 -9.1%
180 ABT ABBOTT LABORATORIES Healthcare 661.0 $68K 0.03% +38.0 +6.1% $102.67 -7.9%
Page 9 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%