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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 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMRIZE LTD 20,227.0 $1.1M 0.21% +4K +23.6% $53.30
42 HII HUNTINGTON INGALLS INDS INC Industrials 3,566.0 $998K 0.20% +397.0 +12.5% $279.88 +5.3%
43 AEP AMERICAN ELEC PWR CO INC Utilities 6,962.0 $952K 0.19% +37.0 +0.5% $136.81 -10.8%
44 CAT CATERPILLAR INC Industrials 854.0 $910K 0.18% +217.0 +34.1% $1065.29 -23.9%
45 MPLX MPLX LP Energy 15,264.0 $860K 0.17% +8K +123.7% $56.33 +3.8%
46 IGIB ISHARES TR 15,583.0 $829K 0.17% +733.0 +4.9% $53.17 -1.8%
47 PLD PROLOGIS INC. Real Estate 6,093.0 $825K 0.17% +3K +129.8% $135.47 +5.8%
48 AMD ADVANCED MICRO DEVICES INC Technology 1,129.0 $656K 0.13% +18.0 +1.6% $580.91 -21.4%
49 TJX TJX COS INC NEW Consumer Cyclical 3,802.0 $576K 0.12% +46.0 +1.2% $151.50 -7.1%
50 SHY ISHARES TR 6,928.0 $569K 0.11% +92.0 +1.4% $82.11 -0.1%
51 ADI ANALOG DEVICES INC Technology 1,385.0 $550K 0.11% +19.0 +1.4% $397.17 -6.5%
52 DIS DISNEY WALT CO Communication Services 5,659.0 $545K 0.11% +301.0 +5.6% $96.24 +14.9%
53 V VISA INC Financial Services 1,465.0 $503K 0.10% +44.0 +3.1% $343.17 +11.4%
54 BP BP PLC Energy 13,075.0 $483K 0.10% +727.0 +5.9% $36.95 +18.4%
55 VIG VANGUARD SPECIALIZED FUNDS 1,763.0 $417K 0.08% +459.0 +35.2% $236.58 +3.4%
56 VTV VANGUARD INDEX FDS 1,845.0 $402K 0.08% +150.0 +8.8% $217.91 +4.0%
57 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,943.0 $387K 0.08% +119.0 +4.2% $131.58 +6.3%
58 MUB ISHARES TR 3,163.0 $340K 0.07% +759.0 +31.6% $107.63 -2.1%
59 KDP KEURIG DR PEPPER INC Consumer Defensive 8,733.0 $286K 0.06% +653.0 +8.1% $32.73 -0.7%
60 DUK DUKE ENERGY CORP NEW Utilities 2,195.0 $278K 0.06% +120.0 +5.8% $126.58 -3.6%
Page 3 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%