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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 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DE DEERE & CO Industrials 1,344.0 $853K 0.14% -57.0 -4.1% $634.46 +2.1%
22 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,737.0 $798K 0.13% -11.0 -0.6% $459.13 +16.2%
23 EFV ISHARES TR 10,124.0 $775K 0.13% -55K -84.4% $76.55 +7.4%
24 VEA VANGUARD TAX-MANAGED FDS 10,400.0 $741K 0.12% -67K -86.6% $71.25 +3.1%
25 XAR SPDR SERIES TRUST 2,585.0 $734K 0.12% -43.0 -1.6% $283.82 -3.9%
26 PLTR PALANTIR TECHNOLOGIES INC Technology 6,244.0 $728K 0.12% -260.0 -4.0% $116.67 +54.2%
27 COF CAPITAL ONE FINL CORP Financial Services 3,392.0 $681K 0.11% -2K -36.8% $200.62 +8.6%
28 PNR PENTAIR PLC Industrials 8,039.0 $616K 0.10% -475.0 -5.6% $76.66 -16.0%
29 SHY ISHARES TR 7,013.0 $576K 0.09% -157.0 -2.2% $82.11 -0.1%
30 C CITIGROUP INC Financial Services 3,730.0 $522K 0.09% -673.0 -15.3% $139.96 -5.9%
31 DELL DELL TECHNOLOGIES INC Technology 1,059.0 $457K 0.07% -870.0 -45.1% $431.46 +2.4%
32 DKNG DRAFTKINGS INC NEW Consumer Cyclical 17,014.0 $430K 0.07% -6K -26.7% $25.26 +3.6%
33 BAX BAXTER INTL INC Healthcare 17,961.0 $383K 0.06% -2K -9.1% $21.32 +23.5%
34 DEO DIAGEO PLC Consumer Defensive 4,756.0 $382K 0.06% -1K -19.1% $80.37 +17.7%
35 TOTL SSGA ACTIVE ETF TR 9,341.0 $369K 0.06% -633.0 -6.3% $39.47 -1.8%
36 GS GOLDMAN SACHS GROUP INC Financial Services 356.0 $360K 0.06% -125.0 -26.0% $1011.37 +2.8%
37 PFN PIMCO INCOME STRATEGY FD II Financial Services 35,314.0 $252K 0.04% -950.0 -2.6% $7.13 -2.2%
38 ETHA ISHARES ETHEREUM TR Financial Services 14,151.0 $168K 0.03% -3K -16.5% $11.89 +53.4%
Page 2 of 2  ·  38 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%