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Portfolio (Quarterly) Guide ↗

Addis & Hill, Inc

· CIK 0002016470
13F Portfolio $181M AUM 29 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 5 Added 8 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VPL VANGUARD INTL EQUITY INDEX F 195,404.0 $22.6M 12.46% +1K +0.7% $115.69 -0.3%
2 VO VANGUARD INDEX FDS 138,549.0 $11.2M 6.15% +101K +269.3% $80.57 +2.4%
3 AGG ISHARES TR 90,456.0 $9.0M 4.93% +3K +3.5% $98.98 -1.5%
4 VWO VANGUARD INTL EQUITY INDEX F 131,101.0 $7.8M 4.31% +33K +33.0% $59.69 +1.8%
5 VEU VANGUARD INTL EQUITY INDEX F 70,564.0 $5.9M 3.26% +3K +4.0% $83.75 +2.0%

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
Energy 72.9%
Utilities 14.0%
Industrials 5.2%
Technology 4.9%
Healthcare 3.0%