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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 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LRCX LAM RESEARCH CORP Technology 556.0 $241K 0.13% NEW $433.64 -30.4%
122 FCX FREEPORT MCMORAN INC Basic Materials 3,734.0 $235K 0.13% $62.89 +21.6%
123 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,663.0 $234K 0.13% -760.0 -17.2% $64.02 +12.0%
124 WDC WESTERN DIGITAL CORP Technology 362.0 $232K 0.13% NEW $640.35 -28.3%
125 RF REGIONS FINANCIAL CORP NEW Financial Services 7,616.0 $230K 0.12% NEW $30.20 +0.4%
126 GOOG ALPHABET INC 638.0 $225K 0.12% NEW $353.33
127 SOFI SOFI TECHNOLOGIES INC Financial Services 12,550.0 $225K 0.12% $17.93 +0.7%
128 ETN EATON CORP PLC Industrials 523.0 $223K 0.12% NEW $426.12 -5.5%
129 F FORD MTR CO Consumer Cyclical 15,582.0 $217K 0.12% $13.90 -0.2%
130 SDY SPDR SERIES TRUST 1,408.0 $214K 0.12% $152.18 +3.5%
131 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,712.0 $214K 0.12% $57.64 +15.5%
132 CMC COMMERCIAL METALS CO Basic Materials 3,400.0 $213K 0.12% $62.75 +7.8%
133 C CITIGROUP INC Financial Services 1,501.0 $210K 0.12% NEW $140.05 -5.1%
134 COP CONOCOPHILLIPS Energy 2,010.0 $209K 0.11% $103.97 +25.4%
135 VV VANGUARD INDEX FDS 600.0 $206K 0.11% NEW $343.91 +3.1%
136 VUG VANGUARD INDEX FDS 2,346.0 $202K 0.11% NEW $86.14 +2.8%
137 SURG SURGEPAYS INC Technology 210,000.0 $76K 0.04% +125K +147.1% $0.36 -52.1%
Page 7 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%