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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 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK SELECT SECTOR SPDR TR 31,931.0 $6.1M 1.21% +2K +6.3% $190.52 -5.2%
22 MCK MCKESSON CORP Healthcare 7,482.0 $5.7M 1.13% -188.0 -2.5% $755.64 +15.2%
23 CMI CUMMINS INC Industrials 7,841.0 $5.6M 1.12% -127.0 -1.6% $713.21 -19.8%
24 PAVE GLOBAL X FDS 92,211.0 $5.4M 1.08% +5K +6.2% $58.92 -5.1%
25 QQQ INVESCO QQQ TR Financial Services 6,905.0 $5.1M 1.01% +409.0 +6.3% $736.42 -3.9%
26 WMT WALMART INC Consumer Defensive 43,761.0 $5.0M 0.99% -601.0 -1.4% $113.26 -6.3%
27 MSFT MICROSOFT CORP Technology 12,639.0 $4.7M 0.94% $373.01 +31.0%
28 AMZN AMAZON COM INC Consumer Cyclical 19,072.0 $4.5M 0.91% +2K +8.6% $238.34 +9.9%
29 BAC BANK OF AMER CORP Financial Services 77,672.0 $4.4M 0.88% $56.98 +9.6%
30 MA MASTERCARD INCORPORATED Financial Services 8,373.0 $4.3M 0.86% -194.0 -2.3% $513.60 +16.3%
31 CSCO CISCO SYS INC Technology 35,848.0 $4.2M 0.84% -478.0 -1.3% $117.46 -5.8%
32 AVGO BROADCOM INC Technology 10,759.0 $4.1M 0.81% -107.0 -1.0% $377.74 -4.4%
33 TMO THERMO FISHER SCIENTIFIC INC Healthcare 7,443.0 $3.7M 0.74% -178.0 -2.3% $501.37 +24.8%
34 IWF ISHARES TR 29,969.0 $3.7M 0.74% +22K +284.0% $124.17 -2.3%
35 ALL ALLSTATE CORP Financial Services 14,841.0 $3.5M 0.70% -981.0 -6.2% $237.93 +8.9%
36 XLU SELECT SECTOR SPDR TR 77,789.0 $3.5M 0.70% +7K +9.3% $45.34 -4.7%
37 TRV TRAVELERS COMPANIES INC Financial Services 10,477.0 $3.5M 0.69% -154.0 -1.4% $330.13 +12.4%
38 DRI DARDEN RESTAURANTS INC Consumer Cyclical 16,591.0 $3.4M 0.68% -245.0 -1.5% $206.01 +9.4%
39 XLF SELECT SECTOR SPDR TR 59,530.0 $3.2M 0.64% +4K +6.3% $53.61 +8.5%
40 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 37,106.0 $3.0M 0.60% +370.0 +1.0% $81.16 -9.7%
Page 2 of 9  ·  165 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%