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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 4 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DTE DTE ENERGY CO Utilities 11,302.0 $1.5M 0.30% $128.98 +14.4%
62 COST COSTCO WHSL CORP NEW Consumer Defensive 1,676.0 $1.4M 0.30% -10.0 -0.6% $862.34 +10.3%
63 XLE SELECT SECTOR SPDR TR 32,187.0 $1.4M 0.30% +13K +69.8% $44.71 +20.2%
64 ACA ARCOSA INC Industrials 13,250.0 $1.4M 0.29% -99.0 -0.7% $106.32 +27.8%
65 USMV ISHARES TR 14,874.0 $1.4M 0.29% +813.0 +5.8% $94.16 +0.1%
66 AIRR FIRST TR EXCHANGE TRADED FD 13,890.0 $1.4M 0.29% -444.0 -3.1% $98.32 +33.1%
67 VLO VALERO ENERGY CORP Energy 8,341.0 $1.4M 0.28% +417.0 +5.3% $162.80 +45.1%
68 DHR DANAHER CORPORATION Healthcare 5,903.0 $1.4M 0.28% +617.0 +11.7% $228.90 -22.6%
69 VNQ VANGUARD INDEX FDS 13,798.0 $1.2M 0.26% NEW $88.49 +8.0%
70 TT TRANE TECHNOLOGIES PLC Industrials 3,046.0 $1.2M 0.25% -57.0 -1.8% $389.20 +24.2%
71 FISV FISERV INC Technology 16,850.0 $1.1M 0.24% -5K -22.9% $67.17 -28.7%
72 SNPS SYNOPSYS INC Technology 2,400.0 $1.1M 0.24% $469.72 -3.0%
73 GD GENERAL DYNAMICS CORP Industrials 3,335.0 $1.1M 0.23% $336.66 +4.0%
74 HII HUNTINGTON INGALLS INDS INC Industrials 3,169.0 $1.1M 0.23% +551.0 +21.1% $340.07 -16.1%
75 TSN TYSON FOODS INC Consumer Defensive 18,073.0 $1.1M 0.22% -3K -13.0% $58.62 -5.4%
76 RTX RTX CORPORATION Industrials 5,587.0 $1.0M 0.21% $183.40 +1.2%
77 LNG CHENIERE ENERGY INC Energy 5,069.0 $985K 0.21% -36.0 -0.7% $194.41 +16.8%
78 MET METLIFE INC Financial Services 12,295.0 $971K 0.20% $78.94 +8.4%
79 VIRT VIRTU FINL INC Financial Services 29,097.0 $970K 0.20% -6K -17.6% $33.32 +89.3%
80 URI UNITED RENTALS INC Industrials 1,191.0 $964K 0.20% -12.0 -1.0% $809.36 +33.0%
Page 4 of 8  ·  160 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%