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Institutional

Providence Capital Advisors, LLC

CIK 0001730814
$612.7M
Reported AUM
200
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Providence Capital Advisors, LLC · Q1 2026

AI · grounded in 13F

Providence Capital Advisors, LLC exited its position in ADBE for a reduction of $8.3M. The fund established new positions in PSX for $8.4M, KR for $7.5M, and MDT for $6.4M. Other activity included increasing share counts in PEP by 2,810% and TJX by 1,793%.

Portfolio · Q1 2026

AAPLNVDAMSFTGOOGIVVAMZNJPMOther$433.1MPL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$307.34-1.25%51.31%116.17%$21.7M3.55%1,532−1.8%
2NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$20.2M3.30%+37,205+47.3%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$19.2M3.13%+4,283+9.0%
4GOOGALPHABET INC$365.76-0.95%109.82%172.71%$18.5M3.01%+674+1.1%
5IVVISHARES TR$740.91-2.62%24.60%80.03%$18.3M2.99%+1,838+7.0%
6AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$17.6M2.87%+5,824+7.4%
7JPMJPMORGAN CHASE &CO$312.370.48%19.84%133.52%$12.3M2.00%+235+0.6%
8IEFAISHARES TR$95.56-2.60%18.86%46.61%$11.2M1.83%+9,620+8.4%
9TXNTEXAS INSTRS INC$285.06-6.65%52.30%72.38%$11.2M1.82%+462+0.8%
10SLBSLB LIMITED$54.87-5.41%67.83%112.39%$10.0M1.64%+5,665+3.0%
11BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$9.7M1.59%4,558−2.2%
12PLDPROLOGIS INC.$144.540.52%37.48%29.45%$9.6M1.57%+875+1.2%
13TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$9.6M1.57%+133+0.7%
14BNBROOKFIELD CORP$44.60-1.00%14.26%59.83%$9.2M1.50%+2,190+1.0%
15LINLINDE PLC$507.900.09%9.24%76.81%$9.2M1.50%+168+0.9%
16DEDEERE &CO$583.44-1.40%13.67%71.87%$8.7M1.43%+138+0.9%
17QUREQUANTA SVCS INC$26.45-5.50%53.16%-8.82%$8.7M1.41%+152+1.0%
18PSXPHILLIPS 66$183.08-0.58%65.68%201.14%$8.5M1.38%+46,500NEW
19DELLDELL TECHNOLOGIES INC$394.39-6.55%251.99%785.09%$8.2M1.34%+3,980+8.6%
20HDHOME DEPOT INC$310.780.27%-12.61%7.24%$8.1M1.32%+207+0.8%
21TJXTJX COS INC NEW$160.711.31%26.64%151.20%$7.9M1.28%+46,625+1793.3%
22CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$7.6M1.25%2,200−2.2%
23KRKROGER CO$63.572.14%-1.90%73.75%$7.6M1.24%+104,800NEW
24PANWPALO ALTO NETWORKS INC$272.05-2.58%36.30%309.05%$7.5M1.23%+23,921+103.6%
25UNPUNION PAC CORP$272.323.19%24.65%39.36%$7.5M1.23%+892+3.0%
26WMTWALMART INC$118.880.97%22.99%166.67%$7.5M1.22%63,761−51.4%
27PEPPEPSICO INC$141.92-0.16%14.71%5.94%$7.5M1.22%+46,492+2810.9%
28ETNEATON CORP PLC$395.94-5.42%20.84%171.29%$7.4M1.21%+215+1.0%
29SPGIS&P GLOBAL INC$424.441.03%-17.59%3.23%$7.4M1.21%+7,329+72.7%
30LQDISHARES TR$108.17-0.62%6.23%-3.50%$7.3M1.20%+3,051+4.7%
31CARRCARRIER GLOBAL CORPORATION$68.081.38%$7.3M1.19%+4,280+3.4%
32ZBRAZEBRA TECHNOLOGIES CORPORATI$235.711.55%$7.2M1.17%+8,781+34.5%
33ZBHZIMMER BIOMET HOLDINGS INC$87.330.74%$7.1M1.17%+4,200+5.6%
34SBUXSTARBUCKS CORP$95.291.22%$7.1M1.17%+2,101+2.7%
35QCOMQUALCOMM INC$215.94-10.98%$7.1M1.16%+14,700+36.1%
36ABTABBOTT LABORATORIES$91.070.32%$7.0M1.14%+644+1.0%
37NKENIKE INC$42.98-1.47%$7.0M1.13%+25,401+23.9%
38CMCSACOMCAST CORP NEW$23.822.10%$6.8M1.10%+42,532+22.0%
39AEPAMERICAN ELEC PWR CO INC$129.141.06%$6.6M1.08%+1,285+2.6%
40AVGOBROADCOM INC$385.73-7.92%$6.6M1.08%+205+1.0%
41DISDISNEY WALT CO$99.710.37%$6.6M1.07%+753+1.1%
42METMETLIFE INC$84.491.23%$6.4M1.05%+6,478+7.7%
43MDTMEDTRONIC PLC$81.67-0.32%$6.4M1.05%+74,000NEW
44DUKDUKE ENERGY CORP NEW$124.221.97%$6.4M1.05%+315+0.6%
45WMT2WELLS FARGO &CO$6.3M1.04%+68,700+621.4%
46XYLXYLEM INC$110.550.55%$6.1M0.99%+553+1.1%
47CLCOLGATE PALMOLIVE CO$88.584.09%$5.8M0.95%+1,832+2.8%
48CVXCHEVRON CORPORATION$187.31-0.55%$5.7M0.93%509−1.8%
49IGSBISHARES TR$52.14-0.31%$5.6M0.91%+4,086+4.0%
50INTUINTUIT$296.76-1.73%$5.5M0.90%+5,803+84.1%
51SOSOUTHERN CO$92.601.07%$5.4M0.88%+783+1.4%
52NVSNOVARTIS AG$149.160.51%$5.0M0.82%+895+2.8%
53BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$5.0M0.82%+2,265+2.8%
54SYKSTRYKER CORPORATION$305.661.48%$5.0M0.81%+141+0.9%
55USBUS BANCORP$55.690.41%$4.8M0.79%+2,554+2.8%
56PFEPFIZER INC$26.041.36%$4.7M0.77%925−0.6%
57VZVERIZON COMMUNICATIONS INC$45.371.11%$4.5M0.74%+2,109+2.4%
58ORIOLD REP INTL CORP$38.162.61%$4.5M0.73%+2,314+2.1%
59TAT&T INC$22.75-0.09%$4.4M0.71%+3,487+2.4%
60TGTTARGET CORP$122.57-1.03%$4.3M0.71%+993+2.8%
61BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$4.2M0.69%500−0.7%
62ABBVABBVIE INC$227.231.02%$4.1M0.67%+442+2.4%
63WMBWILLIAMS COS INC$71.96-0.65%$4.1M0.67%+1,244+2.2%
64UPSUNITED PARCEL SVCS INC$108.54-1.52%$3.9M0.63%+1,056+2.8%
65KOCOCA COLA CO$79.483.46%$3.8M0.62%+1,054+2.1%
66IJRISHARES TR$137.68-1.84%$3.8M0.62%+4,436+17.1%
67IJHISHARES TR$73.95-2.00%$3.7M0.60%+1,749+3.3%
68STTSTATE STR CORP$161.75-0.61%$3.7M0.60%+746+2.6%
69LYBLYONDELLBASELL INDUSTRIES NV$64.50-2.54%$3.6M0.59%15,897−26.0%
70HYGISHARES TR$79.43-0.50%$3.4M0.56%+1,145+2.7%
71KMIKINDER MORGAN INC DEL$31.68-0.06%$3.4M0.55%+2,698+2.8%
72MRKMERCK &CO INC$120.790.44%$3.1M0.51%1,022−3.8%
73ARCCARES CAPITAL CORP$18.79-0.58%$3.1M0.51%+4,628+2.7%
74PRUPRUDENTIAL FINL INC$104.660.04%$3.1M0.50%+731+2.4%
75SNYSANOFI SA$45.021.44%$3.0M0.49%+1,713+2.8%
76SCHDSCHWAB STRATEGIC TR$32.30-0.89%$2.7M0.44%+795+0.9%
77BXSLBLACKSTONE SECD LENDING FD$23.24-1.40%$2.4M0.39%+3,214+3.3%
78HPQHP INC$25.58-2.74%$2.4M0.39%+3,786+3.2%
79CITHE CIGNA GROUP$289.483.14%$2.3M0.38%HELD
80ABTCAMERICAN BITCOIN CORP.$0.9510.06%$2.3M0.38%HELD
81TLTISHARES TR$85.06-0.51%$2.3M0.37%+668+2.6%
82GISGENERAL MILLS INC$33.152.95%$2.3M0.37%+1,883+3.2%
83IWFISHARES TR$122.69-3.26%$2.2M0.36%HELD
84CCICROWN CASTLE INC$94.490.75%$2.1M0.35%+722+2.8%
85VTIVANGUARD INDEX FDS$363.38-2.68%$2.1M0.34%+2,061+45.9%
86IEMGISHARES INC$78.63-6.40%$1.8M0.30%+6,834+35.5%
87JNJJOHNSON &JOHNSON$232.772.02%$1.4M0.24%250−4.1%
88AGGISHARES TR$98.17-0.50%$1.3M0.21%+992+8.4%
89EPDENTERPRISE PRODS PARTNERS L$37.81-0.97%$1.3M0.21%3,625−9.8%
90VUGVANGUARD INDEX FDS$85.93-3.62%$1.2M0.20%184−6.1%
91MCKMCKESSON CORP$775.662.47%$1.2M0.19%HELD
92SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$1.1M0.17%HELD
93VBRVANGUARD INDEX FDS$234.32-1.10%$1.0M0.17%HELD
94XLISELECT SECTOR SPDR TR$174.18-1.12%$1.0M0.16%+234+3.9%
95EWWISHARES INC$75.10-2.93%$980K0.16%+170+1.3%
96GOOGLALPHABET INC$368.53-0.98%$974K0.16%277−7.6%
97GEGE AEROSPACE$328.000.11%$969K0.16%HELD
98XLPSELECT SECTOR SPDR TR$83.441.71%$944K0.15%+315+2.8%
99XLVSELECT SECTOR SPDR TR$153.010.61%$910K0.15%+260+4.4%
100AMDADVANCED MICRO DEVICES INC$466.38-10.86%$835K0.14%191−4.4%
101BNDVANGUARD BD INDEX FDS$717K0.12%+399+4.3%
102GEVGE VERNOVA INC$714K0.12%HELD
103RSGREPUBLIC SVCS INC$691K0.11%HELD
104CEGCONSTELLATION ENERGY CORP$670K0.11%HELD
105DFACDIMENSIONAL ETF TRUST$625K0.10%+881+5.8%
106IWPISHARES TR$616K0.10%HELD
107XOMEXXON MOBIL CORP$610K0.10%909−20.2%
108VTVANGUARD INTL EQUITY INDEX F$587K0.10%+872+25.8%
109VEAVANGUARD TAX-MANAGED FDS$583K0.10%+3,332+57.8%
110VOOVANGUARD INDEX FDS$574K0.09%6−0.6%
111LLYELI LILLY &CO$554K0.09%HELD
112VVISA INC$498K0.08%7−0.4%
113EDCONSOLIDATED EDISON INC$417K0.07%HELD
114EXCEXELON CORP$395K0.06%HELD
115BRK/BBERKSHIRE HATHAWAY INC DEL$394K0.06%330−28.6%
116PGPROCTER &GAMBLE CO$381K0.06%2,048−43.7%
117COSTCOSTCO WHOLESALE CORPORATION$340K0.06%20−5.5%
118AXPAMERICAN EXPRESS CO$324K0.05%33−3.0%
119VOVANGUARD INDEX FDS$293K0.05%165−13.9%
120QQQINVESCO QQQ TR$278K0.05%+67+16.2%
121DVYISHARES TR$271K0.04%1,471−45.1%
122PHMPULTE GROUP INC$264K0.04%HELD
123SPLVINVESCO EXCH TRADED FD TR II$253K0.04%HELD
124ITWILLINOIS TOOL WKS INC$251K0.04%HELD
125DNPDNP SELECT INCOME FD INC$227K0.04%HELD
126IBMINTERNATIONAL BUSINESS MACHS$212K0.03%111−11.3%
127PMPHILIP MORRIS INTL INC$210K0.03%HELD
128EFVISHARES TR$206K0.03%HELD
129USMVISHARES TR$192K0.03%HELD
130BSVVANGUARD BD INDEX FDS$186K0.03%1,000−29.6%
131IWSISHARES TR$181K0.03%1,036−45.4%
132XLESELECT SECTOR SPDR TR$159K0.03%310−10.7%
133IWDISHARES TR$151K0.02%1,320−65.1%
134SCHBSCHWAB STRATEGIC TR$134K0.02%+122+2.3%
135HLALLISTED FDS TR$131K0.02%37−1.6%
136UMMALISTED FDS TR$123K0.02%44−1.1%
137SPYGSPDR SERIES TRUST$99K0.02%HELD
138SDYSPDR SERIES TRUST$92K0.01%814−56.4%
139VWOVANGUARD INTL EQUITY INDEX F$91K0.01%+1,601+1840.2%
140RSPINVESCO EXCHANGE TRADED FD T$88K0.01%HELD
141DFATDIMENSIONAL ETF TRUST$83K0.01%HELD
142DNNDENISON MINES CORP$83K0.01%HELD
143XLKSELECT SECTOR SPDR TR$80K0.01%328−35.2%
144IWBISHARES TR$74K0.01%HELD
145PRFINVESCO EXCHANGE TRADED FD T$71K0.01%HELD
146VTVVANGUARD INDEX FDS$70K0.01%135−27.4%
147IYMISHARES TR$66K0.01%HELD
148IUSGISHARES TR$64K0.01%HELD
149PFFISHARES TR$62K0.01%HELD
150IWRISHARES TR$56K0.01%HELD
151SCHXSCHWAB STRATEGIC TR$40K0.01%HELD
152XLFSELECT SECTOR SPDR TR$38K0.01%+89+13.0%
153IVWISHARES TR$37K0.01%HELD
154ITOTISHARES TR$35K0.01%+249NEW
155SCHMSCHWAB STRATEGIC TR$33K0.01%214−16.6%
156IWMISHARES TR$31K0.01%10−7.4%
157DFLVDIMENSIONAL ETF TRUST$30K0.00%HELD
158PRNINVESCO EXCHANGE TRADED FD T$28K0.00%HELD
159MUBISHARES TR$25K0.00%HELD
160IBBISHARES TR$23K0.00%HELD
161PTFINVESCO EXCHANGE TRADED FD T$22K0.00%HELD
162VBKVANGUARD INDEX FDS$22K0.00%HELD
163MSTUETF OPPORTUNITIES TRUST$21K0.00%+5,000NEW
164DISVDIMENSIONAL ETF TRUST$20K0.00%HELD
165DFIVDIMENSIONAL ETF TRUST$20K0.00%HELD
166VOEVANGUARD INDEX FDS$20K0.00%HELD
167BIVVANGUARD BD INDEX FDS$19K0.00%1,435−85.4%
168DUHPDIMENSIONAL ETF TRUST$18K0.00%HELD
169PUIINVESCO EXCHANGE TRADED FD T$17K0.00%HELD
170SPHQINVESCO EXCHANGE TRADED FD T$17K0.00%HELD
171PFIINVESCO EXCHANGE TRADED FD T$16K0.00%HELD
172SCHFSCHWAB STRATEGIC TR$14K0.00%HELD
173SCHESCHWAB STRATEGIC TR$13K0.00%HELD
174SPYVSPDR SERIES TRUST$13K0.00%HELD
175EQWLINVESCO EXCHANGE TRADED FD T$13K0.00%HELD
176CWBSPDR SERIES TRUST$13K0.00%111−44.4%
177EEMVISHARES INC$12K0.00%HELD
178IUSVISHARES TR$12K0.00%HELD
179XLYSELECT SECTOR SPDR TR$12K0.00%174−62.1%
180HDVISHARES TR$11K0.00%HELD
181SCHGSCHWAB STRATEGIC TR$11K0.00%2,211−85.5%
182IAGGISHARES TR$11K0.00%HELD
183DGROISHARES TR$11K0.00%HELD
184SPYMSPDR SERIES TRUST$10K0.00%HELD
185BMNUETF OPPORTUNITIES TRUST$9K0.00%+5,000NEW
186XLBSELECT SECTOR SPDR TR$9K0.00%19,827−99.1%
187SCHASCHWAB STRATEGIC TR$5K0.00%HELD
188VOTVANGUARD INDEX FDS$5K0.00%73−80.2%
189SJNKSPDR SERIES TRUST$4K0.00%HELD
190EFAISHARES TR$4K0.00%+40NEW
191IGROISHARES TR$4K0.00%HELD
192VBVANGUARD INDEX FDS$4K0.00%HELD
193PGXINVESCO EXCH TRADED FD TR II$3K0.00%HELD
194SCZISHARES TR$3K0.00%HELD
195EEMISHARES TR$2K0.00%+6+24.0%
196XSDSPDR SERIES TRUST$2K0.00%HELD
197XNTKSPDR SERIES TRUST$1K0.00%HELD
198PHOINVESCO EXCHANGE TRADED FD T$1K0.00%+8+66.7%
199TFISPDR SERIES TRUST$1K0.00%+29NEW
200IDEVISHARES TR$6690.00%+8NEW
201ADBEADOBE INC23,799EXITED
202COPCONOCOPHILLIPS76,500EXITED
203BDXBECTON DICKINSON &CO35,643EXITED
204EMREMERSON ELEC CO47,328EXITED
205SYYSYSCO CORP83,991EXITED
206JEPQJ P MORGAN EXCHANGE TRADED F6,342EXITED
207XYLDGLOBAL X FDS5,865EXITED
208VGTVANGUARD WORLD FD237EXITED
209CIBRFIRST TR EXCHANGE TRADED FD885EXITED
210FDLFIRST TR EXCHANGE TRADED FD828EXITED
211FDNFIRST TR EXCHANGE TRADED FD120EXITED
212FXRFIRST TR EXCHANGE TRADED FD388EXITED
213DFSVDIMENSIONAL ETF TRUST895EXITED
214JEPIJ P MORGAN EXCHANGE TRADED F452EXITED
215QQXTFIRST TR EXCHANGE TRADED FD249EXITED
216FXUFIRST TR EXCHANGE TRADED FD509EXITED
217SPTSSPDR SERIES TRUST710EXITED
218FVFIRST TR EXCHANGE TRADED FD294EXITED
219VHTVANGUARD WORLD FD45EXITED
220DFEVDIMENSIONAL ETF TRUST289EXITED
221VDCVANGUARD WORLD FD45EXITED
222SLQDISHARES TR88EXITED

Source: SEC EDGAR · accession 0001730814-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.