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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 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SFLR INNOVATOR ETFS TRUST 32,787.0 $1.3M 0.21% NEW $38.58 +0.6%
22 VNQI VANGUARD INTL EQUITY INDEX F 26,537.0 $1.2M 0.20% NEW $44.85 +1.9%
23 XMMO INVESCO EXCHANGE TRADED FD T 6,924.0 $1.2M 0.19% NEW $170.14 -7.7%
24 PDBC INVESCO ACTVELY MNGD ETC FD 72,245.0 $1.1M 0.19% NEW $15.88 +17.4%
25 PSTP INNOVATOR ETFS TRUST 27,042.0 $995K 0.16% NEW $36.78 +1.7%
26 TIPX SPDR SERIES TRUST 45,773.0 $866K 0.14% NEW $18.93 -1.6%
27 ZALT INNOVATOR ETFS TRUST 25,440.0 $862K 0.14% NEW $33.87 +1.6%
28 EEM ISHARES TR 11,620.0 $795K 0.13% NEW $68.41 -1.9%
29 MCO MOODYS CORP Financial Services 1,550.0 $702K 0.12% NEW $452.92 +11.1%
30 MO ALTRIA GROUP INC Consumer Defensive 9,050.0 $651K 0.11% NEW $71.95 -8.1%
31 VGK VANGUARD INTL EQUITY INDEX F 7,132.0 $631K 0.10% NEW $88.54 +4.7%
32 AHR AMERICAN HEALTHCARE REIT INC Real Estate 7,877.0 $411K 0.07% NEW $52.15 +7.2%
33 VTI VANGUARD INDEX FDS 1,000.0 $370K 0.06% NEW $369.94 +2.2%
34 MORGAN STANLEY BITCOIN TR 19,156.0 $323K 0.05% NEW $16.85
35 MPC MARATHON PETE CORP Energy 1,186.0 $303K 0.05% NEW $255.64 +41.1%
36 IWD ISHARES TR 1,200.0 $291K 0.05% NEW $242.43 +6.1%
37 J P MORGAN EXCHANGE TRADED F 5,295.0 $268K 0.04% NEW $50.57
38 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 661.0 $266K 0.04% NEW $401.84 +1.1%
39 DUPONT DE NEMOURS INC 1,910.0 $259K 0.04% NEW $135.64
40 SPACE EXPLORATION TECHN CORP 1,356.0 $232K 0.04% NEW $170.86
Page 2 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%