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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 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RSP INVESCO EXCHANGE TRADED FD T 1,557.0 $331K 0.18% $212.86 +3.7%
102 TJX TJX COS INC NEW Consumer Cyclical 2,109.0 $320K 0.17% $151.55 -10.8%
103 APP APPLOVIN CORP Technology 620.0 $319K 0.17% $515.23 -38.3%
104 IGV ISHARES TR 3,479.0 $315K 0.17% $90.61 +20.8%
105 IBB ISHARES TR 1,633.0 $311K 0.17% $190.19 +9.9%
106 SCHV SCHWAB STRATEGIC TR 8,851.0 $308K 0.17% $34.81 -0.6%
107 BLUE OWL CAPITAL CORPORATION 28,109.0 $306K 0.17% $10.87
108 SFNC SIMMONS FIRST NATL CORP Financial Services 13,241.0 $300K 0.16% -2K -12.0% $22.65 +0.2%
109 OZK BANK OZK LITTLE ROCK ARK Financial Services 5,693.0 $297K 0.16% $52.10 -5.2%
110 HOOD ROBINHOOD MKTS INC Financial Services 2,850.0 $286K 0.16% NEW $100.28 +4.0%
111 VST VISTRA CORP Utilities 1,765.0 $280K 0.15% +180.0 +11.4% $158.65 -13.6%
112 IWD ISHARES TR 1,134.0 $275K 0.15% $242.43 +6.6%
113 AMLP ALPS ETF TR 5,137.0 $266K 0.14% +29.0 +0.6% $51.85 +6.5%
114 LOW LOWES COS INC Consumer Cyclical 1,200.0 $265K 0.14% -50.0 -4.0% $220.49 -5.6%
115 HWM HOWMET AEROSPACE INC Industrials 983.0 $264K 0.14% $268.86 -1.5%
116 PNQI INVESCO EXCHANGE TRADED FD T 5,785.0 $264K 0.14% $45.58 +17.1%
117 TFC TRUIST FINL CORP Financial Services 5,116.0 $255K 0.14% NEW $49.82 +1.2%
118 FEDEX FGHT HLDG CO INC 1,650.0 $249K 0.14% NEW $151.00
119 VCR VANGUARD WORLD FD 625.0 $248K 0.14% $396.61 -0.7%
120 IYE ISHARES TR 4,333.0 $245K 0.13% -2K -36.6% $56.59 +17.1%
Page 6 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%