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Portfolio (Quarterly) Guide ↗

Addison Capital Co

· CIK 0001581465
13F Portfolio $610M AUM 184 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 48 New 80 Added 38 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SAFEHOLD INC 179,465 $2.5M 0.61% SOLD
2 CTRA COTERRA ENERGY INC Energy 65,545 $1.7M 0.43% SOLD
3 SNPS SYNOPSYS INC Technology 1,426 $670K 0.17% SOLD
4 SCHA SCHWAB STRATEGIC TR 17,180 $489K 0.12% SOLD
5 HON HONEYWELL INTL INC Industrials 1,383 $270K 0.07% SOLD
6 DD DUPONT DE NEMOURS INC Basic Materials 6,477 $260K 0.07% SOLD
Sector Allocation
Financial Services 34.4%
Technology 15.3%
Industrials 11.1%
Communication Services 9.0%
Healthcare 8.3%
Consumer Defensive 8.3%
Energy 6.4%
Consumer Cyclical 3.3%
Utilities 2.3%
Basic Materials 1.5%