Titelia

Holdings of American Capital Advisory, LLC

1018 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 55.6 % of the equity sleeve

Sector breakdown

  • Technology 7.3 %
  • Financials 3.7 %
  • Consumer staples 3.7 %
  • Communication 3.1 %
  • Industrials 2.4 %
  • Health care 2.3 %
  • Consumer discretionary 2.2 %
  • Energy 2.0 %
  • Funds 1.3 %
  • Materials 0.7 %
  • Utilities 0.2 %
  • Real estate 0.1 %
  • Unattributed 71.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.4 %
  • GB 1.4 %
  • TW 0.1 %
  • BR 0.0 %
  • NL 0.0 %
  • JP 0.0 %
  • AU 0.0 %
  • FR 0.0 %
  • ES 0.0 %
  • BE 0.0 %
  • MX 0.0 %
  • DE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US969195.1M $98.43 %
2GB172.8M $1.42 %
3TW1155.1K $0.08 %
4BR134K $0.02 %
5NL533.4K $0.02 %
6JP518K $0.01 %
7AU212.3K $0.01 %
8FR16.1K $0.00 %
9ES34.9K $0.00 %
10BE13.8K $0.00 %
11MX13.3K $0.00 %
12DE12.9K $0.00 %

Positions

RankCompanySharesValueWeight
601M&T Bank Corp 51K $
602Tyler Technologies Inc 31K $
603Raymond James Financial Inc 71K $
604Natera Inc 51K $
605Tenaris SA 17990 $
606Take-Two Interactive Software Inc 5988 $
607Insmed Inc 6982 $
608MongoDB Inc 4980 $
609HubSpot Inc 4977 $
610Essex Property Trust Inc 4968 $
611Futu Holdings Ltd 7958 $
612Devon Energy Corp 19957 $
613Synchrony Financial 14953 $
614Dollar General Corp 8950 $
615Texas Pacific Land Corp 2950 $
616Bloom Energy Corp 7949 $
617Docusign Inc 20949 $
618Pinnacle Financial Partners Inc 11948 $
619Equity Residential 16947 $
620Tenet Healthcare Corp 5944 $
621Fidelity National Information Services Inc 20939 $
622Sysco Corp 13928 $
623American Bitcoin Corp 1,000925 $
624NatWest Group PLC 62924 $
625Extra Space Storage Inc 7918 $
626Rentokil Initial PLC 29913 $
627Williams-Sonoma Inc 5912 $
628Weyerhaeuser Co 37904 $
629Evergy Inc 11902 $
630Ventas Inc 11900 $
631Ameriprise Financial Inc 2889 $
632MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 4889 $
633Global Payments Inc 13882 $
634NRG Energy Inc 6877 $
635FactSet Research Systems Inc 4868 $
636Humana Inc 5867 $
637CISO GLOBAL INC 2,500864 $
638Realty Income Corp 14857 $
639Paycom Software Inc 7851 $
640APA Corp 20849 $
641Packaging Corp of America 4849 $
642Occidental Petroleum Corp 13845 $
643CH Robinson Worldwide Inc 5831 $
644Ball Corp 14828 $
645Southwest Airlines Co 22827 $
646Westlake Corp 7818 $
647Equitable Holdings Inc 22817 $
648HF Sinclair Corp 13812 $
649Amkor Technology Inc 18811 $
650Grifols SA 101811 $
651Timken Co/The 8805 $
652Equinor ASA 19802 $
653Procore Technologies Inc 14798 $
654Estee Lauder Cos Inc/The 11796 $
655RELX PLC 24796 $
656Veralto Corp 9796 $
657Coupang Inc 42793 $
658Carpenter Technology Corp 2789 $
659Okta Inc 10788 $
660Centene Corp 24786 $
661Workday Inc 6780 $
662Coterra Energy Inc 22774 $
663Nice Ltd 7772 $
664Donaldson Co Inc 9764 $
665Boise Cascade Co 10759 $
666Owens Corning 7758 $
667Tidal ETF Trust - SoFi Select 500 ETF 6756 $
668Guidewire Software Inc 5748 $
669NiSource Inc 16747 $
670Zillow Group Inc 18745 $
671Fox Corp 14744 $
672EMCOR Group Inc 1739 $
673iShares ESG MSCI KLD 400 ETF 6728 $
674Albemarle Corp 4719 $
675Houlihan Lokey Inc 5719 $
676Universal Health Services Inc 4716 $
677Ovintiv Inc 12713 $
678Western Alliance Bancorp 10709 $
679Veeva Systems Inc 4703 $
680TransUnion 10692 $
681SBA Communications Corp 4689 $
682Affirm Holdings Inc 15688 $
683SoundHound AI Inc 100687 $
684Morningstar Inc 4677 $
685OGE Energy Corp 14672 $
686Elanco Animal Health Inc 28671 $
687Bentley Systems Inc 19668 $
688Flowserve Corp 9662 $
689Astera Labs Inc 6658 $
690AvalonBay Communities, Inc. 4654 $
691International Flavors & Fragrances Inc 9653 $
692Burlington Stores Inc 2651 $
693Broadridge Financial Solutions Inc 4650 $
694Newsmax Inc 124648 $
695Madison Square Garden Sports Corp 2643 $
696Gartner Inc 4634 $
697Jack Henry & Associates Inc 4633 $
698Cincinnati Financial Corp 4630 $
699Insulet Corp 3630 $
700Dynatrace Inc 17629 $