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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 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLW CORNING INC Technology 1,836.0 $469K 0.26% +160.0 +9.6% $255.49 -41.7%
82 FTCS FIRST TR EXCHANGE-TRADED FD 4,828.0 $453K 0.25% $93.92 +7.9%
83 UBER UBER TECHNOLOGIES INC Technology 6,126.0 $442K 0.24% $72.16 +9.2%
84 TRGP TARGA RES CORP Energy 1,605.0 $430K 0.23% $268.14 +7.3%
85 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,537.0 $418K 0.23% NEW $271.95 -14.4%
86 QDPL PACER FDS TR 9,239.0 $416K 0.23% +206.0 +2.3% $45.07 +3.2%
87 MA MASTERCARD INCORPORATED Financial Services 801.0 $412K 0.22% $513.81 +15.9%
88 IYH ISHARES TR 6,100.0 $409K 0.22% -100.0 -1.6% $67.01 +7.9%
89 PPA INVESCO EXCHANGE TRADED FD T 2,300.0 $406K 0.22% $176.65 -3.8%
90 SPUT INNOVATOR ETFS TRUST 14,372.0 $406K 0.22% NEW $28.23 +1.5%
91 DE DEERE & CO Industrials 631.0 $400K 0.22% $634.43 -0.6%
92 FHN FIRST HORIZON CORPORATION Financial Services 14,818.0 $380K 0.21% $25.64 -3.9%
93 ENTERGY CORP NEW 3,292.0 $378K 0.21% $114.89
94 HBAN HUNTINGTON BANCSHARES INC Financial Services 21,230.0 $376K 0.20% -4K -15.8% $17.73 -4.6%
95 CAT CATERPILLAR INC Industrials 350.0 $373K 0.20% $1064.90 -24.9%
96 WFC WELLS FARGO & CO Financial Services 4,410.0 $364K 0.20% -500.0 -10.2% $82.64 +4.9%
97 XAR SPDR SERIES TRUST 1,250.0 $355K 0.19% $283.79 -7.8%
98 QCOM QUALCOMM INC Technology 1,910.0 $353K 0.19% -210.0 -9.9% $184.82 -11.2%
99 MUR MURPHY OIL CORP Energy 10,489.0 $342K 0.19% -1K -10.3% $32.56 +9.4%
100 XLV SELECT SECTOR SPDR TR 2,136.0 $339K 0.18% -50.0 -2.3% $158.66 +7.9%
Page 5 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%