American Capital Advisory, LLC

Position in CNM — Core & Main, Inc.

CIK 2018007 KETCHUM, ID

Position in CNM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,026,953

+$488,938 QoQ

Shares Held

21,284

+95.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#218

of 449 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Industrials · as of Jun 30, 2026

American Capital Advisory, LLC holds $1,039,484 across 6 Industrial Distribution names. CNM ranks #1 (98.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNM	Core & Main, Inc. This page	21,284	$1,026,953
2	FAST	Fastenal Co	101	$4,851
3	GWW	W.W. Grainger, Inc.	2	$2,720
4	FERG	Ferguson Enterprises Inc. /DE/	11	$2,610
5	POOL	Pool Corp	9	$1,934
6	WSO	Watsco Inc	1	$416

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,026,953	21,284	+95.4%	Shares	Sole	2026-07-28
2026-03-31	$538,015	10,891	-0.2%	Shares	Sole	2026-04-29
2025-12-31	$567,096	10,912	+1091100.0%	Shares	Sole	2026-01-30
2025-09-30	$53	1	0.0%	Shares	Sole	2025-10-28
2025-06-30	$60	1	—	Shares	Sole	2025-08-05
No filing history on record for this holder in this stock.