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Portfolio (Quarterly) Guide ↗

Millennium Capital Advisors, LLC

· CIK 0002097025
13F Portfolio $162M AUM 133 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 22 Added 30 Reduced 7 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,423.0 $315K 0.19% -350.0 -7.3% $71.19 -10.5%
22 SFNC SIMMONS FIRST NATL CORP Financial Services 15,042.0 $293K 0.18% -1K -7.9% $19.45 +15.6%
23 IGV ISHARES TR 3,479.0 $278K 0.17% -105.0 -2.9% $80.05 +9.1%
24 QCOM QUALCOMM INC Technology 2,120.0 $273K 0.17% -400.0 -15.9% $128.80 +58.5%
25 SCHV SCHWAB STRATEGIC TR 8,852.0 $270K 0.17% -600.0 -6.3% $30.50 +13.0%
26 OZK BANK OZK LITTLE ROCK ARK Financial Services 5,679.0 $261K 0.16% -185.0 -3.1% $45.89 +10.3%
27 PNQI INVESCO EXCHANGE TRADED FD T 5,795.0 $259K 0.16% -2K -20.6% $44.73 +0.1%
28 VZ VERIZON COMMUNICATIONS INC Communication Services 4,555.0 $229K 0.14% -500.0 -9.9% $50.20 -9.6%
29 KKR KKR & CO INC Financial Services 2,255.0 $209K 0.13% -900.0 -28.5% $92.50 +1.1%
30 BX BLACKSTONE INC Financial Services 1,775.0 $204K 0.13% -1K -36.6% $114.99 +4.4%
Page 2 of 2  ·  30 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
Technology 38.6%
Financial Services 10.7%
Industrials 9.3%
Communication Services 8.7%
Consumer Defensive 8.2%
Consumer Cyclical 7.7%
Healthcare 7.5%
Energy 5.8%
Utilities 2.7%
Basic Materials 0.9%