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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 8 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 C CITIGROUP INC Financial Services 3,730.0 $522K 0.09% -673.0 -15.3% $139.96 -5.9%
142 DELL DELL TECHNOLOGIES INC Technology 1,059.0 $457K 0.07% -870.0 -45.1% $431.46 +2.4%
143 MMM 3M CO Industrials 2,798.0 $453K 0.07% +670.0 +31.5% $161.91 +10.5%
144 BERKSHIRE HATHAWAY INC DEL 873.0 $437K 0.07% +45.0 +5.4% $500.39
145 DKNG DRAFTKINGS INC NEW Consumer Cyclical 17,014.0 $430K 0.07% -6K -26.7% $25.26 +3.6%
146 BAC BANK OF AMER CORP Financial Services 7,421.0 $423K 0.07% +2K +46.4% $56.98 +8.3%
147 AHR AMERICAN HEALTHCARE REIT INC Real Estate 7,877.0 $411K 0.07% NEW $52.15 +7.2%
148 BAX BAXTER INTL INC Healthcare 17,961.0 $383K 0.06% -2K -9.1% $21.32 +23.5%
149 DEO DIAGEO PLC Consumer Defensive 4,756.0 $382K 0.06% -1K -19.1% $80.37 +17.7%
150 VTI VANGUARD INDEX FDS 1,000.0 $370K 0.06% NEW $369.94 +2.2%
151 TOTL SSGA ACTIVE ETF TR 9,341.0 $369K 0.06% -633.0 -6.3% $39.47 -1.8%
152 LMT LOCKHEED MARTIN CORP Industrials 712.0 $363K 0.06% $509.51 +10.6%
153 GS GOLDMAN SACHS GROUP INC Financial Services 356.0 $360K 0.06% -125.0 -26.0% $1011.37 +2.8%
154 VZ VERIZON COMMUNICATIONS INC Communication Services 8,427.0 $357K 0.06% +2K +31.2% $42.34 +16.8%
155 NOC NORTHROP GRUMMAN CORP Industrials 660.0 $336K 0.06% $509.10 +8.2%
156 EW EDWARDS LIFESCIENCES CORP Healthcare 3,666.0 $332K 0.05% $90.46 -0.7%
157 SYM SYMBOTIC INC Industrials 7,375.0 $332K 0.05% $44.95 -6.9%
158 MUB ISHARES TR 3,056.0 $329K 0.05% +240.0 +8.5% $107.62 -2.1%
159 MORGAN STANLEY BITCOIN TR 19,156.0 $323K 0.05% NEW $16.85
160 MPC MARATHON PETE CORP Energy 1,186.0 $303K 0.05% NEW $255.64 +41.1%
Page 8 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%