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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 VTV VANGUARD INDEX FDS 17,458.0 $3.8M 2.10% NEW $217.93 +3.4%
2 IEF ISHARES TR 9,078.0 $859K 0.47% NEW $94.57 -1.8%

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%