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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 VV VANGUARD INDEX FDS 187,371.0 $64.4M 35.51% -24K -11.3% $343.91 +3.1%
2 VTI VANGUARD INDEX FDS 60,866.0 $22.5M 12.41% -1K -2.4% $370.04 +2.5%
3 RWO SPDR INDEX SHS FDS 145,643.0 $7.2M 3.99% -2K -1.2% $49.71 +0.3%
4 VGK VANGUARD INTL EQUITY INDEX F 76,302.0 $6.8M 3.72% -6K -7.0% $88.54 +3.9%
5 IWM ISHARES TR 19,216.0 $5.8M 3.18% -218.0 -1.1% $300.45 -1.6%
6 VCIT VANGUARD SCOTTSDALE FDS 26,536.0 $2.2M 1.21% -4K -13.0% $82.65 -1.8%
7 VT VANGUARD INTL EQUITY INDEX F 3,368.0 $529K 0.29% -40.0 -1.2% $156.93 +2.6%
8 VGSH VANGUARD SCOTTSDALE FDS 4,617.0 $269K 0.15% -10K -69.0% $58.19 -0.3%

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%