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Portfolio (Quarterly) Guide ↗

PEDDOCK CAPITAL ADVISORS, LLC

· CIK 0001597843
13F Portfolio $501M AUM 165 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 15 New 62 Added 42 Reduced 10 Exited
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 37,106.0 $3.0M 0.60% +370.0 +1.0% $81.16 -9.4%
22 IBM INTERNATIONAL BUSINESS MACHS Technology 10,332.0 $2.9M 0.58% +650.0 +6.7% $281.20 -17.8%
23 VNQ VANGUARD INDEX FDS 26,230.0 $2.5M 0.51% +12K +90.1% $96.43 +2.8%
24 BKLN INVESCO EXCH TRADED FD TR II 122,453.0 $2.5M 0.50% +4K +3.8% $20.37 +0.6%
25 COF CAPITAL ONE FINL CORP Financial Services 12,143.0 $2.4M 0.49% +224.0 +1.9% $200.62 +7.8%
26 VLO VALERO ENERGY CORP Energy 8,548.0 $2.2M 0.44% +207.0 +2.5% $260.44 +32.9%
27 AIRR FIRST TR EXCHANGE TRADED FD 15,313.0 $2.0M 0.41% +1K +10.2% $133.25 -15.7%
28 ACA ARCOSA INC Industrials 13,946.0 $2.0M 0.40% +696.0 +5.2% $145.29 -0.0%
29 XLE SELECT SECTOR SPDR TR 36,505.0 $1.9M 0.39% +4K +13.4% $53.11 +18.8%
30 META META PLATFORMS INC Communication Services 3,328.0 $1.9M 0.37% +144.0 +4.5% $563.33 -0.8%
31 VIRT VIRTU FINL INC Financial Services 30,800.0 $1.8M 0.37% +2K +5.8% $59.57 +11.3%
32 UNP UNION PAC CORP Industrials 6,626.0 $1.8M 0.36% +252.0 +4.0% $272.00 +13.9%
33 MMM 3M CO Industrials 10,517.0 $1.7M 0.34% +66.0 +0.6% $161.91 +10.6%
34 WCC WESCO INTL INC Industrials 4,248.0 $1.5M 0.29% +390.0 +10.1% $345.46 -2.4%
35 URI UNITED RENTALS INC Industrials 1,272.0 $1.4M 0.29% +81.0 +6.8% $1133.02 -4.4%
36 LNG CHENIERE ENERGY INC Energy 5,503.0 $1.3M 0.26% +434.0 +8.6% $239.03 +17.5%
37 MRK MERCK & CO INC Healthcare 9,129.0 $1.2M 0.23% +100.0 +1.1% $128.50 +17.3%
38 DHR DANAHER CORP DEL Healthcare 6,137.0 $1.2M 0.23% +234.0 +4.0% $190.47 +12.9%
39 ECL ECOLAB INC Basic Materials 4,110.0 $1.1M 0.23% +771.0 +23.1% $278.59 +3.0%
40 TSN TYSON FOODS INC Consumer Defensive 19,430.0 $1.1M 0.22% +1K +7.5% $57.25 +1.1%
Page 2 of 4  ·  62 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 36.4%
Financial Services 21.8%
Industrials 10.1%
Healthcare 8.1%
Energy 6.5%
Consumer Defensive 5.0%
Communication Services 4.6%
Consumer Cyclical 4.3%
Utilities 2.0%
Basic Materials 0.7%