BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWD ISHARES TR 1,200.0 $291K 0.05% NEW $242.43 +6.1%
162 BLOCK INC 3,603.0 $274K 0.04% $76.00
163 HD HOME DEPOT INC Consumer Cyclical 765.0 $270K 0.04% +13.0 +1.7% $352.68 -4.8%
164 J P MORGAN EXCHANGE TRADED F 5,295.0 $268K 0.04% NEW $50.57
165 TSLA TESLA INC Consumer Cyclical 636.0 $268K 0.04% +11.0 +1.8% $420.70 -13.7%
166 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 661.0 $266K 0.04% NEW $401.84 +1.1%
167 PPL PPL CORP Utilities 7,272.0 $264K 0.04% +700.0 +10.7% $36.35 -5.4%
168 DUPONT DE NEMOURS INC 1,910.0 $259K 0.04% NEW $135.64
169 PFN PIMCO INCOME STRATEGY FD II Financial Services 35,314.0 $252K 0.04% -950.0 -2.6% $7.13 -2.2%
170 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,480.0 $240K 0.04% $96.88 +2.0%
171 B BARRICK MNG CORP Basic Materials 6,495.0 $239K 0.04% +800.0 +14.1% $36.73 +29.6%
172 SHEL SHELL PLC Energy 3,068.0 $238K 0.04% +100.0 +3.4% $77.55 +20.4%
173 SPACE EXPLORATION TECHN CORP 1,356.0 $232K 0.04% NEW $170.86
174 LIN LINDE PLC Basic Materials 446.0 $232K 0.04% NEW $519.22 -6.1%
175 VLO VALERO ENERGY CORP Energy 876.0 $228K 0.04% NEW $260.37 +34.0%
176 OSK OSHKOSH CORP Industrials 1,463.0 $225K 0.04% NEW $153.45 +2.4%
177 FLDR FIDELITY MERRIMACK STR TR 4,479.0 $224K 0.04% $50.11 -0.0%
178 BSV VANGUARD BD INDEX FDS 2,811.0 $219K 0.04% NEW $77.91 -0.4%
179 HONEYWELL INTL INC 941.0 $211K 0.04% NEW $223.90
180 HONEYWELL AEROSPACE INC 941.0 $208K 0.03% NEW $221.08
Page 9 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%