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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CALM CAL MAINE FOODS INC Consumer Defensive 9,236.0 $744K 0.15% NEW $80.56 +5.3%
2 CACI CACI INTL INC Technology 1,449.0 $671K 0.13% NEW $463.26 +36.9%
3 EBAY EBAY INC. Consumer Cyclical 5,600.0 $626K 0.12% NEW $111.74 -4.2%
4 WTAI WISDOMTREE TR 6,255.0 $297K 0.06% NEW $47.47 -15.4%
5 MO ALTRIA GROUP INC Consumer Defensive 3,377.0 $243K 0.05% NEW $71.96 -5.3%
6 VOO VANGUARD INDEX FDS 347.0 $238K 0.05% NEW $686.81 +2.3%
7 BXSL BLACKSTONE SECD LENDING FD Financial Services 9,450.0 $224K 0.04% NEW $23.71 +5.3%
8 EGP EASTGROUP PPTYS INC Real Estate 1,091.0 $221K 0.04% NEW $202.53 -0.4%
9 AMLP ALPS ETF TR 4,258.0 $221K 0.04% NEW $51.85 +5.9%
10 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 2,580.0 $217K 0.04% NEW $84.21 -12.4%
11 UNH UNITEDHEALTH GROUP INC Healthcare 521.0 $217K 0.04% NEW $415.63 -4.3%
12 IGSB ISHARES TR 4,019.0 $211K 0.04% NEW $52.41 -0.5%
13 NEE NEXTERA ENERGY INC Utilities 2,383.0 $209K 0.04% NEW $87.77 -4.3%
14 ARCC ARES CAPITAL CORP Financial Services 10,000.0 $185K 0.04% NEW $18.53 +7.9%
15 IMMUNITYBIO INC 10,000.0 $88K 0.02% NEW $8.76

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%