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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 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBB ISHARES TR 1,633.0 $276K 0.17% $168.85 +5.5%
102 QCOM QUALCOMM INC Technology 2,120.0 $273K 0.17% -400.0 -15.9% $128.80 +58.5%
103 SCHV SCHWAB STRATEGIC TR 8,852.0 $270K 0.17% -600.0 -6.3% $30.50 +13.0%
104 AMLP ALPS ETF TR 5,108.0 $269K 0.17% +29.0 +0.6% $52.64 -1.9%
105 COP CONOCOPHILLIPS Energy 2,010.0 $265K 0.16% NEW $132.01 -16.7%
106 OZK BANK OZK LITTLE ROCK ARK Financial Services 5,679.0 $261K 0.16% -185.0 -3.1% $45.89 +10.3%
107 PNQI INVESCO EXCHANGE TRADED FD T 5,795.0 $259K 0.16% -2K -20.6% $44.73 +0.1%
108 CAT CATERPILLAR INC Industrials 350.0 $248K 0.15% $708.46 +38.9%
109 APP APPLOVIN CORP Technology 620.0 $247K 0.15% $398.00 +17.3%
110 IWD ISHARES TR 1,134.0 $242K 0.15% $213.67 +12.8%
111 VST VISTRA CORP Utilities 1,585.0 $238K 0.15% NEW $150.34 +11.3%
112 VZ VERIZON COMMUNICATIONS INC Communication Services 4,555.0 $229K 0.14% -500.0 -9.9% $50.20 -9.6%
113 AMD ADVANCED MICRO DEVICES INC Technology 1,122.0 $228K 0.14% $203.43 +155.5%
114 GLW CORNING INC Technology 1,676.0 $228K 0.14% NEW $136.00 +42.7%
115 HWM HOWMET AEROSPACE INC Industrials 983.0 $227K 0.14% $230.46 +19.4%
116 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,710.0 $225K 0.14% NEW $60.64 -8.4%
117 CBOE CBOE GLOBAL MKTS INC Financial Services 800.0 $225K 0.14% $281.07 -8.4%
118 VCR VANGUARD WORLD FD 625.0 $224K 0.14% $359.03 +6.9%
119 LNG CHENIERE ENERGY INC Energy 775.0 $220K 0.14% NEW $283.76 -17.5%
120 FCX FREEPORT MCMORAN INC Basic Materials 3,734.0 $219K 0.14% NEW $58.77 +9.6%
Page 6 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%