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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 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DELL DELL TECHNOLOGIES INC Technology 2,435.0 $400K 0.25% $164.15 +160.6%
82 HBAN HUNTINGTON BANCSHARES INC Financial Services 25,219.0 $395K 0.24% $15.65 +11.2%
83 WFC WELLS FARGO & CO Financial Services 4,910.0 $391K 0.24% $79.61 +5.3%
84 IYH ISHARES TR 6,200.0 $382K 0.23% $61.64 +3.9%
85 PPA INVESCO EXCHANGE TRADED FD T 2,300.0 $381K 0.23% +500.0 +27.8% $165.70 +3.6%
86 ENTERGY CORP NEW 3,293.0 $370K 0.23% $112.36
87 PANW PALO ALTO NETWORKS INC Technology 2,287.0 $367K 0.23% +104.0 +4.8% $160.32 +81.5%
88 CSCO CISCO SYS INC Technology 4,705.0 $365K 0.23% $77.59 +56.1%
89 QDPL PACER FDS TR 9,033.0 $363K 0.22% +2K +21.7% $40.14 +12.1%
90 DE DEERE & CO Industrials 631.0 $355K 0.22% $563.38 +5.1%
91 TJX TJX COS INC NEW Consumer Cyclical 2,110.0 $337K 0.21% $159.68 +2.9%
92 FHN FIRST HORIZON CORPORATION Financial Services 14,803.0 $337K 0.21% $22.76 +9.6%
93 XLV SELECT SECTOR SPDR TR 2,186.0 $320K 0.20% $146.61 +3.8%
94 XAR SPDR SERIES TRUST 1,250.0 $317K 0.20% $253.98 +8.4%
95 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,423.0 $315K 0.19% -350.0 -7.3% $71.19 -10.5%
96 BLUE OWL CAPITAL CORPORATION 28,109.0 $311K 0.19% $11.06
97 RSP INVESCO EXCHANGE TRADED FD T 1,556.0 $299K 0.18% +8.0 +0.5% $191.98 +8.8%
98 LOW LOWES COS INC Consumer Cyclical 1,250.0 $295K 0.18% $236.28 -9.6%
99 SFNC SIMMONS FIRST NATL CORP Financial Services 15,042.0 $293K 0.18% -1K -7.9% $19.45 +15.6%
100 IGV ISHARES TR 3,479.0 $278K 0.17% -105.0 -2.9% $80.05 +9.1%
Page 5 of 7  ·  133 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%