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Portfolio (Quarterly) Guide ↗

PEDDOCK CAPITAL ADVISORS, LLC

· CIK 0001597843
13F Portfolio $477M AUM 160 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 34 Added 56 Reduced 7 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNP UNION PAC CORP Industrials 6,374.0 $1.5M 0.31% +210.0 +3.4% $231.32 +11.0%
22 XLE SELECT SECTOR SPDR TR 32,187.0 $1.4M 0.30% +13K +69.8% $44.71 +20.2%
23 USMV ISHARES TR 14,874.0 $1.4M 0.29% +813.0 +5.8% $94.16 +0.1%
24 VLO VALERO ENERGY CORP Energy 8,341.0 $1.4M 0.28% +417.0 +5.3% $162.80 +45.1%
25 DHR DANAHER CORPORATION Healthcare 5,903.0 $1.4M 0.28% +617.0 +11.7% $228.90 -22.6%
26 HII HUNTINGTON INGALLS INDS INC Industrials 3,169.0 $1.1M 0.23% +551.0 +21.1% $340.07 -16.1%
27 WCC WESCO INTL INC Industrials 3,858.0 $944K 0.20% +396.0 +11.4% $244.62 +49.4%
28 AMRIZE LTD 16,372.0 $885K 0.18% +6K +62.3% $54.08
29 ECL ECOLAB INC Basic Materials 3,339.0 $877K 0.18% +410.0 +14.0% $262.53 +2.5%
30 ABBV ABBVIE INC Healthcare 2,852.0 $652K 0.14% +67.0 +2.4% $228.46 -5.2%
31 DIS DISNEY WALT CO Communication Services 5,358.0 $610K 0.13% +61.0 +1.1% $113.77 -8.7%
32 SHY ISHARES TR 6,836.0 $566K 0.12% +755.0 +12.4% $82.82 -1.0%
33 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,824.0 $369K 0.08% +79.0 +2.9% $130.50 -4.2%
34 PLD PROLOGIS INC. Real Estate 2,651.0 $338K 0.07% +80.0 +3.1% $127.68 +10.1%
Page 2 of 2  ·  34 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
Technology 35.1%
Financial Services 19.8%
Energy 13.1%
Healthcare 8.2%
Industrials 7.9%
Communication Services 4.9%
Consumer Defensive 4.5%
Consumer Cyclical 4.0%
Utilities 1.8%
Basic Materials 0.5%