IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

American Capital Advisory, LLC

Q3 2026 Holdings

Filed 2026-10-28 | 1173 holdings | $293.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Pinnacle West Cap Corp(PNW)COM723484101$28030.0%
Guidewire Software Inc(GWRE)COM40171V100$28620.0%
Henry Jack & Assoc Inc(JKHY)COM426281101$28720.0%
Armour Residential REIT Inc(ARR)COM SHS042315705$291210.0%
Align Technology Inc(ALGN)COM016255101$29120.0%
Lithia Mtrs Inc(LAD)COM536797103$29210.0%
Range RES Corp(RRC)COM75281A109$29780.0%
BGC Group Inc(BGC)CL A088929104$300260.0%
Commvault SYS Inc(CVLT)COM204166102$30020.0%
James Hardie Inds PLC(JHX)ORD SHSG4253H101$304120.0%
American Homes 4 Rent(AMH)CL A02665T306$304100.0%
Mueller Inds Inc(MLI)COM624756102$30450.0%
American Healthcare REIT Inc(AHR)COM SHS398182303$30860.0%
TPG Inc(TPG)COM CL A872657101$30970.0%
Broadridge Finl Solutions in(BR)COM11133T103$32320.0%
Ferrovial NV(FER)ORD SHSN3168P101$32560.0%
Sailpoint Inc(SAIL)COM78781J109$326160.0%
BIT Digital Inc(BTBT)SHSG1144A105$3262000.0%
Texas Pacific Land Corporati(TPL)COM88262P102$32610.0%
SUN Cmntys Inc(SUI)COM866674104$33330.0%
Albertsons Companies Inc(ACI)COMMON STOCK013091103$349300.0%
Davita Inc(DVA)COM23918K108$35020.0%
First Solar Inc(FSLR)COM336433107$35120.0%
Watts Water Technologies Inc(WTS)CL A942749102$35510.0%
Ralph Lauren Corp(RL)CL A751212101$35610.0%
DT Midstream Inc(DTM)COMMON STOCK23345M107$35930.0%
Cirrus Logic Inc(CRUS)COM172755100$36030.0%
Snap on Inc(SNA)COM833034101$36410.0%
Starwood Ppty TR Inc(STWD)COM85571B105$365270.0%
Roivant Sciences LTD(ROIV)SHSG76279101$366100.0%
PG&E Corp(PCG)COM69331C108$368300.0%
Flutter Entmt PLC(FLUT)SHSG3643J108$37350.0%
Westlake Corporation(WLK)COM960413102$37460.0%
Ivanhoe Electric Inc(IE)COM46578C108$377380.0%
Advanced Drain SYS Inc del(WMS)COM00790R104$38130.0%
Fortive Corp(FTV)COM34959J108$38470.0%
Blue Ridge Bankshares Inc VA(BRBS)COM095825105$3851000.0%
Reliance Inc(RS)COM759509102$38510.0%
AES Corp(AES)COM00130H105$388260.0%
Trex Inc(TREX)COM89531P105$39390.0%
Weatherford Intl PLC(WFRD)ORD SHSG48833118$39450.0%
Privia Health Group Inc(PRVA)COM74276R102$394200.0%
Ziff Davis Inc(ZD)COM48123V102$39770.0%
Sprouts Fmrs MKT Inc(SFM)COM85208M102$39960.0%
Rexford Indl Rlty Inc(REXR)COM76169C100$399110.0%
Lennar Corp(LEN/B)CL B526057302$40050.0%
BOX Inc(BOX)CL A10316T104$402120.0%
Moelis & Co(MC)CL A60786M105$40370.0%
Exelixis Inc(EXEL)COM30161Q104$40970.0%
Costar Group Inc(CSGP)COM22160N109$411150.0%
PreviousPage 4 of 24Next