CHILDRESS CAPITAL ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0001849561
13F-HR · 237 reported holdings · 2026-03-31
Reported long-US-equity value
$0.39B
Top-10 concentration
49.8%
CHILDRESS CAPITAL ADVISORS, LLC — $385M AUM allocation strategy
CHILDRESS CAPITAL ADVISORS, LLC files SEC Form 13F and reports $385M of long US equity value across 237 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.6%, followed by Energy 14.5% and Financials 11.3%.
The top 10 holdings account for 50% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
CHILDRESS CAPITAL ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$385M
total across 237 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLE +27K sh · +$1.76M+$GS +21.6K sh · −$7.06M+$SPGI +7.29K sh · +$717K
Biggest trims (shares)
−$IVZ −38.3K sh · −$4.92M−$DVN −26.6K sh · −$757K−$COP −20.6K sh · +$2.75M
Exited to nil (held last quarter, gone now)
$EQT ($935K last qtr)$A ($650K last qtr)$ICE ($465K last qtr)$FIS ($432K last qtr)$LDOS ($425K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage10.3%—
- Integrated Oil & Gas9.3%—
- Semiconductors6.0%—
- Interactive Media & Services5.2%—
- Technology Hardware, Storage & Peripherals4.2%—
- Oil & Gas Exploration & Production4.2%—
- Semiconductor Materials & Equipment3.3%—
- Systems Software3.1%—
- Other holdings54.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GS | Goldman Sachs Group Inc | 330K | $39.7M | +21.6K | 10.3% |
| $XOM | ExxonMobil Holdings Corporation | 212K | $35.9M | +1.35K | 9.3% |
| $NVDA | NVIDIA Corporation | 101K | $17.5M | -12.8K | 4.6% |
| $AAPL | Apple Inc | 63.7K | $16.2M | -5.13K | 4.2% |
| $COP | ConocoPhillips | 122K | $16.1M | -20.6K | 4.2% |
| $MSFT | Microsoft Corporation | 32.1K | $11.9M | -3.66K | 3.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 32.1K | $9.24M | -465 | 2.4% |
| $AMZN | Amazon.com Inc | 36.9K | $7.69M | -4.05K | 2.0% |
…and 229 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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