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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 5 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MET METLIFE INC Financial Services 12,295.0 $1.0M 0.21% $84.61 +13.7%
82 RTX RTX CORPORATION Industrials 5,379.0 $1.0M 0.20% -208.0 -3.7% $189.73 +10.3%
83 MCHP MICROCHIP TECHNOLOGY INC. Technology 11,068.0 $1.0M 0.20% $91.20 -18.6%
84 HII HUNTINGTON INGALLS INDS INC Industrials 3,566.0 $998K 0.20% +397.0 +12.5% $279.88 +5.3%
85 TXN TEXAS INSTRS INC Technology 3,251.0 $969K 0.19% $298.07 -13.1%
86 AEP AMERICAN ELEC PWR CO INC Utilities 6,962.0 $952K 0.19% +37.0 +0.5% $136.81 -10.8%
87 CAT CATERPILLAR INC Industrials 854.0 $910K 0.18% +217.0 +34.1% $1065.29 -23.9%
88 CF CF INDUSTRIES HOLD Basic Materials 8,038.0 $870K 0.17% $108.26 +19.4%
89 MPLX MPLX LP Energy 15,264.0 $860K 0.17% +8K +123.7% $56.33 +3.8%
90 PFE PFIZER INC Healthcare 34,780.0 $838K 0.17% $24.08 +16.2%
91 SNPS SYNOPSYS INC Technology 1,873.0 $835K 0.17% -527.0 -22.0% $446.07 -11.6%
92 IGIB ISHARES TR 15,583.0 $829K 0.17% +733.0 +4.9% $53.17 -1.8%
93 PLD PROLOGIS INC. Real Estate 6,093.0 $825K 0.17% +3K +129.8% $135.47 +5.8%
94 CALM CAL MAINE FOODS INC Consumer Defensive 9,236.0 $744K 0.15% NEW $80.56 +5.0%
95 ABBV ABBVIE INC Healthcare 2,850.0 $717K 0.14% $251.61 +5.1%
96 TSLA TESLA INC Consumer Cyclical 1,688.0 $710K 0.14% $420.67 -17.0%
97 CB CHUBB LIMITED Financial Services 2,025.0 $690K 0.14% $340.74 +1.5%
98 IJR ISHARES TR 4,602.0 $682K 0.14% $148.30 -1.0%
99 CACI CACI INTL INC Technology 1,449.0 $671K 0.13% NEW $463.26 +37.4%
100 AMD ADVANCED MICRO DEVICES INC Technology 1,129.0 $656K 0.13% +18.0 +1.6% $580.91 -21.4%
Page 5 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%