American Capital Advisory, LLC Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$199.9B

Holdings

864

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (864 positions)

#StockSharesValue% PortfolioType
501
TTWOTAKE-TWO INTERACTIVE SOFTWAR
4$972K0.00%
502
PRUPRUDENTIAL FINL INC
9$967K0.00%
503
EQHEQUITABLE HLDGS INC
17$954K0.00%
504
XYZBLOCK INC
14$952K0.00%
505
FUNSIX FLAGS ENTERTAINMENT CORP
31$944K0.00%
506
EQTEQT CORP
16$934K0.00%
507
PNCPNC FINL SVCS GROUP INC
5$933K0.00%
508
RHCRH PLC
10$918K0.00%
509
NBBKNB BANCORP INC
50$893K0.00%
510
NLRVANECK ETF TRUST
8$890K0.00%
511
FTVFORTIVE CORP
17$887K0.00%
512
PSAPUBLIC STORAGE OPER CO
3$881K0.00%
513
BHBIGLARI HLDGS INC
3$877K0.00%
514
FERGFERGUSON ENTERPRISES INC
4$871K0.00%
515
BCCBOISE CASCADE CO DEL
10$869K0.00%
516
VEEVVEEVA SYS INC
3$864K0.00%
517
BDXBECTON DICKINSON & CO
5$862K0.00%
518
FLUTFLUTTER ENTMT PLC
3$858K0.00%
519
SGOLETFS GOLD TR
27$852K0.00%
520
TRMBTRIMBLE INC
11$836K0.00%
521
ETRENTERGY CORP NEW
10$832K0.00%
522
AEPAMERICAN ELEC PWR CO INC
8$831K0.00%
523
IRMIRON MTN INC DEL
8$821K0.00%
524
ACGLARCH CAP GROUP LTD
9$820K0.00%
525
KEYSKEYSIGHT TECHNOLOGIES INC
5$820K0.00%
526
STZCONSTELLATION BRANDS INC
5$814K0.00%
527
WENWENDYS CO
71$811K0.00%
528
ITGARTNER INC
2$809K0.00%
529
SPGSIMON PPTY GROUP INC NEW
5$804K0.00%
530
DGDOLLAR GEN CORP NEW
7$801K0.00%
531
EAELECTRONIC ARTS INC
5$799K0.00%
532
HPEHEWLETT PACKARD ENTERPRISE C
39$798K0.00%
533
CCLCARNIVAL CORP
28$788K0.00%
534
ITTITT INC
5$785K0.00%
535
BROBROWN & BROWN INC
7$777K0.00%
536
KMBKIMBERLY-CLARK CORP
6$774K0.00%
537
WYWEYERHAEUSER CO MTN BE
30$771K0.00%
538
ROSTROSS STORES INC
6$766K0.00%
539
NTRSNORTHERN TR CORP
6$761K0.00%
540
URIUNITED RENTALS INC
1$754K0.00%
541
PRPERMIAN RESOURCES CORP
55$750K0.00%
542
OREALTY INCOME CORP
13$749K0.00%
543
IFFINTERNATIONAL FLAVORS&FRAGRA
10$736K0.00%
544
ELLAUDER ESTEE COS INC
9$735K0.00%
545
ONON SEMICONDUCTOR CORP
14$734K0.00%
546
LNGCHENIERE ENERGY INC
3$731K0.00%
547
GPCGENUINE PARTS CO
6$728K0.00%
548
AMEAMETEK INC
4$724K0.00%
549
GDDYGODADDY INC
4$721K0.00%
550
TTDTHE TRADE DESK INC
10$720K0.00%
551
PNRPENTAIR PLC
7$719K0.00%
552
CDWCDW CORP
4$715K0.00%
553
KIMKIMCO RLTY CORP
34$715K0.00%
554
LUVSOUTHWEST AIRLS CO
22$714K0.00%
555
EDCONSOLIDATED EDISON INC
7$703K0.00%
556
KDPKEURIG DR PEPPER INC
21$695K0.00%
557
VENVENTAS INC
11$695K0.00%
558
SMCISUPER MICRO COMPUTER INC
14$687K0.00%
559
XELXCEL ENERGY INC
10$681K0.00%
560
PKNREVVITY INC
7$678K0.00%
561
CFGCITIZENS FINL GROUP INC
15$672K0.00%
562
CAHCARDINAL HEALTH INC
4$672K0.00%
563
ROKROCKWELL AUTOMATION INC
2$665K0.00%
564
DTEDTE ENERGY CO
5$663K0.00%
565
WRBBERKLEY W R CORP
9$662K0.00%
566
IVZINVESCO LTD
41$647K0.00%
567
DHID R HORTON INC
5$645K0.00%
568
STLDSTEEL DYNAMICS INC
5$641K0.00%
569
CRBGCOREBRIDGE FINL INC
18$639K0.00%
570
RBARB GLOBAL INC
6$638K0.00%
571
KELKELLANOVA
8$637K0.00%
572
GRMNGARMIN LTD
3$627K0.00%
573
WECWEC ENERGY GROUP INC
6$626K0.00%
574
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
8$625K0.00%
575
CSXCSX CORP
19$620K0.00%
576
BNBROOKFIELD CORP
10$619K0.00%
577
BALLBALL CORP
11$617K0.00%
578
ATOATMOS ENERGY CORP
4$617K0.00%
579
TRUTRANSUNION
7$616K0.00%
580
WTWWILLIS TOWERS WATSON PLC LTD
2$613K0.00%
581
PINSPINTEREST INC
17$610K0.00%
582
IBKRINTERACTIVE BROKERS GROUP IN
11$610K0.00%
583
SWSMURFIT WESTROCK PLC
14$605K0.00%
584
ATHIRA PHARMA INC
2,000$604K0.00%
585
EOGEOG RES INC
5$599K0.00%
586
EMNEASTMAN CHEM CO
8$598K0.00%
587
DLTRDOLLAR TREE INC
6$595K0.00%
588
HALHALLIBURTON CO
29$592K0.00%
589
CPRTCOPART INC
12$589K0.00%
590
EXEEXPAND ENERGY CORPORATION
5$585K0.00%
591
DNUTKRISPY KREME INC
200$582K0.00%
592
CHRDCHORD ENERGY CORPORATION
6$582K0.00%
593
HBANHUNTINGTON BANCSHARES INC
35$579K0.00%
594
VRSNVERISIGN INC
2$578K0.00%
595
BKRBAKER HUGHES COMPANY
15$576K0.00%
596
JBHTHUNT J B TRANS SVCS INC
4$575K0.00%
597
MTSIMACOM TECH SOLUTIONS HLDGS I
4$574K0.00%
598
OKEONEOK INC NEW
7$572K0.00%
599
UDRUDR INC
14$572K0.00%
600
CIENCIENA CORP
7$570K0.00%
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