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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 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 48,579.0 $7.1M 1.17% $146.55 -0.1%
22 AAPL APPLE INC Technology 24,189.0 $7.0M 1.15% +344.0 +1.4% $289.36 +6.9%
23 EFG ISHARES TR 54,937.0 $6.8M 1.12% +12K +28.6% $124.42 +1.0%
24 XSOE WISDOMTREE TR 136,849.0 $6.7M 1.10% +20K +16.6% $49.18 -3.4%
25 IBIT ISHARES BITCOIN TRUST ETF Financial Services 197,442.0 $6.6M 1.08% -15K -7.2% $33.29 +31.2%
26 IBB ISHARES TR 34,397.0 $6.5M 1.07% +6K +20.8% $190.19 +12.3%
27 PG PROCTER & GAMBLE CO Consumer Defensive 43,666.0 $6.4M 1.05% -2K -3.5% $146.64 -1.3%
28 MSFT MICROSOFT CORP Technology 17,031.0 $6.4M 1.04% $373.02 +29.5%
29 QCOM QUALCOMM INC Technology 34,094.0 $6.3M 1.03% +809.0 +2.4% $184.79 -13.0%
30 JAAA JANUS DETROIT STR TR 120,631.0 $6.1M 1.00% +66K +120.5% $50.49 +0.4%
31 PM PHILIP MORRIS INTL INC Consumer Defensive 30,585.0 $5.5M 0.91% +7K +27.5% $180.91 +4.0%
32 VIS VANGUARD WORLD FD 14,420.0 $5.2M 0.85% NEW $360.37 -4.1%
33 QQQ INVESCO QQQ TR Financial Services 6,768.0 $5.0M 0.82% +1K +17.7% $736.44 -3.1%
34 AMZN AMAZON COM INC Consumer Cyclical 19,142.0 $4.6M 0.75% -582.0 -3.0% $238.34 +8.5%
35 GBIL GOLDMAN SACHS ETF TR 43,616.0 $4.4M 0.72% NEW $100.16 -0.0%
36 TIP ISHARES TR 39,446.0 $4.3M 0.71% +20K +101.9% $109.43 -2.1%
37 PEP PEPSICO INC Consumer Defensive 30,864.0 $4.2M 0.69% +925.0 +3.1% $135.40 +6.0%
38 NVDA NVIDIA CORPORATION Technology 20,779.0 $4.2M 0.68% +1K +7.6% $200.09 +7.3%
39 JPIE J P MORGAN EXCHANGE TRADED F 87,152.0 $4.0M 0.66% +24K +37.1% $46.05 -0.4%
40 SHYG ISHARES TR 93,733.0 $4.0M 0.65% +24K +34.3% $42.41 -0.4%
Page 2 of 10  ·  184 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%