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Holders — by stockHoldings — by fund

Millennium Capital Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002097025

$183.4M

disclosed book value

137

positions

14.5%

largest position share

Positions, as of 2026-06-30

top 100 of 137 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC92,005$26.6M14.5%
2NVDANVIDIA CORPORATION66,033$13.2M7.2%
3WMTWALMART INC73,586$8.3M4.5%
4AMZNAMAZON COM INC28,919$6.9M3.8%
5METAMETA PLATFORMS INC10,460$5.9M3.2%
6AVGOBROADCOM INC13,256$5.0M2.7%
7MSFTMICROSOFT CORP13,071$4.9M2.7%
8GOOGLALPHABET INC12,699$4.5M2.5%
9LLYELI LILLY & CO3,623$4.3M2.4%
10GEVGE VERNOVA INC3,552$4.2M2.3%
11JAAAJANUS DETROIT STR TR76,965$3.9M2.1%
12GEGE AEROSPACE9,096$3.4M1.9%
13ABBVABBVIE INC11,769$3.0M1.6%
14SCHGSCHWAB STRATEGIC TR82,260$2.8M1.5%
15URIUNITED RENTALS INC2,432$2.8M1.5%
16SCHDSCHWAB STRATEGIC TR86,118$2.7M1.5%
17ETENERGY TRANSFER L P142,382$2.7M1.5%
18EXMOCEXXON MOBIL CORP18,000$2.5M1.3%
19DVYISHARES TR13,909$2.2M1.2%
20VVISA INC5,238$1.8M1%
21SCHXSCHWAB STRATEGIC TR59,559$1.8M1%
22RTXRTX CORPORATION8,762$1.7M0.9%
23HDHOME DEPOT INC4,638$1.6M0.9%
24QQQINVESCO QQQ TR2,217$1.6M0.9%
25BACBANK OF AMER CORP26,887$1.5M0.8%
26JBHTHUNT J B TRANS SVCS INC5,128$1.5M0.8%
27SPYMSPDR SERIES TRUST16,349$1.4M0.8%
28MUSAMURPHY USA INC2,448$1.3M0.7%
29HOMBHOME BANCSHARES INC45,858$1.3M0.7%
30PFEPFIZER INC53,877$1.3M0.7%
31PSIINVESCO EXCHANGE TRADED FD T6,850$1.3M0.7%
32TSMTAIWAN SEMICONDUCTOR MANUFAC2,546$1.2M0.7%
33PLTRPALANTIR TECHNOLOGIES INC10,278$1.2M0.7%
34JPMJPMORGAN CHASE & CO3,481$1.1M0.6%
35JEPQJ P MORGAN EXCHANGE TRADED F18,166$1.1M0.6%
36NXP SEMICONDUCTORS N V3,956$1.1M0.6%
37BABOEING CO5,134$1.1M0.6%
38VOOVANGUARD INDEX FDS1,575$1.1M0.6%
39DELLDELL TECHNOLOGIES INC2,435$1.1M0.6%
40FDXFEDEX CORP3,300$1.0M0.6%
41VIGVANGUARD SPECIALIZED FUNDS4,338$1.0M0.6%
42JEPIJ P MORGAN EXCHANGE TRADED F17,594$993,7260.5%
43CRWDCROWDSTRIKE HLDGS INC1,242$947,8200.5%
44SNTHTIDAL TRUST III30,678$912,1140.5%
45UPSUNITED PARCEL SVCS INC8,406$903,7710.5%
46VTIVANGUARD INDEX FDS2,411$892,5110.5%
47SPYSTATE STR SPDR S&P 500 ETF T1,190$889,1290.5%
48MSMORGAN STANLEY4,243$887,0910.5%
49VRTVERTIV HOLDINGS CO2,628$879,9330.5%
50GNRCGENERAC HLDGS INC2,866$839,1930.5%
51JNJJOHNSON & JOHNSON3,271$830,9120.5%
52PHYSSPROTT ASSET MANAGEMENT LP26,988$814,2280.4%
53BRK/BBERKSHIRE HATHAWAY INC DEL1,601$801,1240.4%
54PDPINVESCO EXCHANGE TRADED FD T5,263$798,6160.4%
55PANWPALO ALTO NETWORKS INC2,287$779,9130.4%
56XBISPDR SERIES TRUST4,892$774,2760.4%
57CVXCHEVRON CORPORATION4,481$742,8720.4%
58VGTVANGUARD WORLD FD6,079$726,6080.4%
59EPDENTERPRISE PRODS PARTNERS L18,932$695,9550.4%
60IWFISHARES TR5,300$658,1010.4%
61SPXLDIREXION SHARES ETF TRUST2,429$657,5810.4%
62AMDADVANCED MICRO DEVICES INC1,116$648,2960.4%
63MFICMIDCAP FINANCIAL INVSTMNT CO61,822$623,1720.3%
64SLISTANDARD LITHIUM CORP224,250$616,6880.3%
65MRVLMARVELL TECHNOLOGY INC2,070$616,6320.3%
66ARCCARES CAPITAL CORP32,454$601,3870.3%
67KRESPDR SERIES TRUST7,884$590,2220.3%
68SYKSTRYKER CORPORATION1,859$585,2880.3%
69TAT&T INC28,076$581,1760.3%
70BXSLBLACKSTONE SECD LENDING FD24,162$572,9010.3%
71MRKMERCK & CO INC4,450$571,8250.3%
72QQQHNEOS ETF TRUST10,166$567,6740.3%
73CSCOCISCO SYS INC4,708$553,0580.3%
74COSTCOSTCO WHOLESALE CORPORATION579$542,1600.3%
75SCHMSCHWAB STRATEGIC TR14,570$537,2300.3%
76TSNTYSON FOODS INC9,340$534,7560.3%
77DISDISNEY WALT CO5,377$517,5950.3%
78TSLATESLA INC1,228$516,4970.3%
79FSKFS KKR CAP CORP48,417$508,3870.3%
80GSGOLDMAN SACHS GROUP INC476$481,8170.3%
81GLWCORNING INC1,836$469,0850.3%
82FTCSFIRST TR EXCHANGE-TRADED FD4,828$453,4460.2%
83UBERUBER TECHNOLOGIES INC6,126$442,0520.2%
84TRGPTARGA RES CORP1,605$430,3650.2%
85CREDO TECHNOLOGY GROUP HOLDI1,537$417,9870.2%
86QDPLPACER FDS TR9,239$416,4270.2%
87MAMASTERCARD INCORPORATED801$411,5620.2%
88IYHISHARES TR6,100$408,7610.2%
89PPAINVESCO EXCHANGE TRADED FD T2,300$406,2950.2%
90SPUTINNOVATOR ETFS TRUST14,372$405,7280.2%
91DEDEERE & CO631$400,3230.2%
92FHNFIRST HORIZON CORPORATION14,818$379,9560.2%
93ETRENTERGY CORP NEW3,292$378,2230.2%
94HBANHUNTINGTON BANCSHARES INC21,230$376,4110.2%
95CATCATERPILLAR INC350$372,7150.2%
96WFCWELLS FARGO & CO4,410$364,4420.2%
97XARSPDR SERIES TRUST1,250$354,7380.2%
98QCOMQUALCOMM INC1,910$353,0140.2%
99MURMURPHY OIL CORP10,489$341,5490.2%
100XLVSELECT SECTOR SPDR TR2,136$338,8980.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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