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Portfolio (Quarterly) Guide ↗

Addison Capital Co

· CIK 0001581465
13F Portfolio $400M AUM 142 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 45 Added 55 Reduced 14 Exited
Page 7 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LMT LOCKHEED MARTIN CORP Industrials 712.0 $344K 0.09% $483.43 +8.1%
122 MMM 3M CO Industrials 2,128.0 $341K 0.09% $160.10 -5.3%
123 Q QNITY ELECTRONICS INC Technology 3,865.0 $316K 0.08% NEW $81.67 +87.4%
124 EW EDWARDS LIFESCIENCES CORP Healthcare 3,666.0 $313K 0.08% $85.25 -2.4%
125 MUB ISHARES TR 2,816.0 $302K 0.07% $107.11 -1.0%
126 TSLA TESLA INC Consumer Cyclical 625.0 $281K 0.07% NEW $449.62 -7.2%
127 BAC BANK AMERICA CORP Financial Services 5,069.0 $279K 0.07% -3K -39.6% $55.00 -6.4%
128 BOND PIMCO ETF TR 2,972.0 $277K 0.07% -645.0 -17.8% $93.08 -1.9%
129 PFN PIMCO INCOME STRATEGY FD II Financial Services 36,264.0 $272K 0.07% -13K -26.0% $7.50 -8.9%
130 HON HONEYWELL INTL INC Industrials 1,383.0 $270K 0.07% $195.10 +14.7%
131 VZ VERIZON COMMUNICATIONS INC Communication Services 6,424.0 $262K 0.07% -514.0 -7.4% $40.73 +17.4%
132 DD DUPONT DE NEMOURS INC Basic Materials 6,477.0 $260K 0.07% -7K -51.7% $40.20 +17.3%
133 HD HOME DEPOT INC Consumer Cyclical 752.0 $259K 0.07% $343.89 -8.8%
134 B BARRICK MNG CORP Basic Materials 5,695.0 $248K 0.06% -2K -27.5% $43.55 -5.3%
135 DELL DELL TECHNOLOGIES INC Technology 1,929.0 $243K 0.06% -160.0 -7.7% $125.88 +100.9%
136 BLOCK INC 3,603.0 $235K 0.06% -367.0 -9.2% $65.09
137 PPL PPL CORP Utilities 6,572.0 $230K 0.06% -170.0 -2.5% $35.02 +1.2%
138 FLDR FIDELITY MERRIMACK STR TR 4,479.0 $225K 0.06% $50.23 -0.2%
139 SHEL SHELL PLC Energy 2,968.0 $218K 0.05% $73.49 +18.0%
140 ARM ARM HOLDINGS PLC Technology 1,977.0 $216K 0.05% $109.31 +172.8%
Page 7 of 8  ·  142 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 29.3%
Technology 17.5%
Industrials 11.5%
Communication Services 10.1%
Consumer Defensive 8.7%
Healthcare 8.2%
Energy 6.7%
Consumer Cyclical 4.5%
Utilities 2.3%
Basic Materials 1.3%