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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
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QUAL ISHARES TR 51,478.0 $11.3M 1.85% NEW $219.43 +1.7%
2 BLV VANGUARD BD INDEX FDS 129,734.0 $8.9M 1.47% NEW $68.93 -4.5%
3 VIS VANGUARD WORLD FD 14,420.0 $5.2M 0.85% NEW $360.37 -4.1%
4 GBIL GOLDMAN SACHS ETF TR 43,616.0 $4.4M 0.72% NEW $100.16 -0.0%
5 XLF SELECT SECTOR SPDR TR 74,061.0 $4.0M 0.65% NEW $53.61 +7.2%
6 FEZ SPDR INDEX SHS FDS 54,986.0 $3.8M 0.62% NEW $68.68 +4.5%
7 VNQ VANGUARD INDEX FDS 38,121.0 $3.7M 0.60% NEW $96.43 +2.1%
8 MTUM ISHARES TR 10,083.0 $3.5M 0.57% NEW $342.83 -11.0%
9 IVV ISHARES TR 4,613.0 $3.5M 0.57% NEW $748.83 +2.7%
10 IWF ISHARES TR 24,718.0 $3.1M 0.50% NEW $124.17 -1.4%
11 SGOV ISHARES TR 27,422.0 $2.8M 0.45% NEW $100.67 -0.0%
12 IWN ISHARES TR 10,244.0 $2.3M 0.37% NEW $221.19 +1.6%
13 VGIT VANGUARD SCOTTSDALE FDS 33,228.0 $2.0M 0.32% NEW $58.98 -1.1%
14 VGSH VANGUARD SCOTTSDALE FDS 33,432.0 $1.9M 0.32% NEW $58.20 -0.1%
15 DVN DEVON ENERGY CORP NEW Energy 44,656.0 $1.8M 0.30% NEW $41.32 +18.8%
16 DVY ISHARES TR 11,734.0 $1.8M 0.30% NEW $156.30 +5.0%
17 DGRO ISHARES TR 22,654.0 $1.7M 0.28% NEW $75.79 +5.0%
18 USMV ISHARES TR 17,478.0 $1.7M 0.28% NEW $96.46 +4.9%
19 VGT VANGUARD WORLD FD 13,448.0 $1.6M 0.26% NEW $119.52 -0.9%
20 IAU ISHARES GOLD TR Financial Services 20,230.0 $1.5M 0.25% NEW $75.51 +14.9%
Page 1 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%