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Portfolio (Quarterly) Guide ↗

Millennium Capital Advisors, LLC

· CIK 0002097025
13F Portfolio $183M AUM 137 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 22 Added 37 Reduced 11 Exited
Page 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPXL DIREXION SHARES ETF TRUST 2,429.0 $658K 0.36% NEW $270.72 +7.2%
62 AMD ADVANCED MICRO DEVICES INC Technology 1,116.0 $648K 0.35% -6.0 -0.5% $580.91 -19.9%
63 MIDCAP FINANCIAL INVSTMNT CO 61,822.0 $623K 0.34% $10.08
64 SLI STANDARD LITHIUM CORP Basic Materials 224,250.0 $617K 0.34% -3K -1.3% $2.75 -7.3%
65 MRVL MARVELL TECHNOLOGY INC Technology 2,070.0 $617K 0.34% NEW $297.89 -27.3%
66 ARCC ARES CAPITAL CORP Financial Services 32,454.0 $601K 0.33% $18.53 +7.7%
67 KRE SPDR SERIES TRUST 7,884.0 $590K 0.32% $74.86 -0.8%
68 SYK STRYKER CORPORATION Healthcare 1,859.0 $585K 0.32% +175.0 +10.4% $314.84 +5.0%
69 T AT&T INC Communication Services 28,076.0 $581K 0.32% -3K -8.6% $20.70 +25.6%
70 BXSL BLACKSTONE SECD LENDING FD Financial Services 24,162.0 $573K 0.31% $23.71 +4.4%
71 MRK MERCK & CO INC Healthcare 4,450.0 $572K 0.31% $128.50 +15.4%
72 QQQH NEOS ETF TRUST 10,166.0 $568K 0.31% +2K +27.0% $55.84 -2.2%
73 CSCO CISCO SYS INC Technology 4,708.0 $553K 0.30% $117.47 -6.4%
74 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 579.0 $542K 0.30% +7.0 +1.2% $936.37 +1.0%
75 SCHM SCHWAB STRATEGIC TR 14,570.0 $537K 0.29% -649.0 -4.3% $36.87 -3.5%
76 TSN TYSON FOODS INC Consumer Defensive 9,340.0 $535K 0.29% -1K -10.7% $57.25 -3.2%
77 DIS DISNEY WALT CO Communication Services 5,377.0 $518K 0.28% -530.0 -9.0% $96.26 +12.3%
78 TSLA TESLA INC Consumer Cyclical 1,228.0 $516K 0.28% -75.0 -5.8% $420.60 -17.1%
79 FSK FS KKR CAP CORP Financial Services 48,417.0 $508K 0.28% $10.50 +16.8%
80 GS GOLDMAN SACHS GROUP INC Financial Services 476.0 $482K 0.26% $1012.22 +2.2%
Page 4 of 7  ·  137 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 41.1%
Financial Services 10.6%
Industrials 10.4%
Communication Services 7.9%
Consumer Cyclical 7.6%
Healthcare 7.5%
Consumer Defensive 6.4%
Energy 4.7%
Utilities 3.0%
Basic Materials 0.7%