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Portfolio (Quarterly) Guide ↗

Odyssey Capital Advisors, Inc.

· CIK 0002104872
13F Portfolio $140M AUM 101 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 46 Added 38 Reduced 5 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRWD CROWDSTRIKE HLDGS INC Technology 2,597.0 $2.0M 1.42% +648.0 +33.2% $190.78 +14.5%
22 EFG ISHARES TR 15,836.0 $2.0M 1.41% +4K +30.3% $124.42 +0.5%
23 IWR ISHARES TR 17,145.0 $1.9M 1.35% +2K +15.7% $110.32 +1.8%
24 MSFT MICROSOFT CORP Technology 4,902.0 $1.8M 1.31% +486.0 +11.0% $372.99 +37.7%
25 ABBV ABBVIE INC Healthcare 6,161.0 $1.6M 1.11% +877.0 +16.6% $251.66 +1.5%
26 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,629.0 $1.5M 1.09% +137.0 +9.2% $935.56 +1.1%
27 XLU SELECT SECTOR SPDR TR 31,524.0 $1.4M 1.02% +7K +27.4% $45.34 -5.8%
28 NFLX NETFLIX INC. Communication Services 15,426.0 $1.1M 0.79% +2K +12.3% $71.40 +14.5%
29 APOS APOLLO GLOBAL MGMT INC 8,611.0 $1.0M 0.73% +1K +16.0% $118.31
30 IBB ISHARES TR 5,197.0 $988K 0.71% +1K +32.0% $190.19 +9.9%
31 SCHH SCHWAB STRATEGIC TR 41,467.0 $982K 0.70% +6K +15.6% $23.68 +0.3%
32 META META PLATFORMS INC Communication Services 1,729.0 $974K 0.70% +537.0 +45.0% $563.19 +2.6%
33 NOW SERVICENOW INC Technology 8,520.0 $846K 0.61% +2K +26.2% $99.28 +45.8%
34 UNH UNITEDHEALTH GROUP INC Healthcare 1,891.0 $786K 0.56% +296.0 +18.6% $415.58 -5.4%
35 VUG VANGUARD INDEX FDS 8,440.0 $727K 0.52% +7K +602.2% $86.14 +2.8%
36 HACK AMPLIFY ETF TR 6,708.0 $704K 0.50% +3K +70.5% $104.93 +10.1%
37 ETN EATON CORP PLC Industrials 1,632.0 $695K 0.50% +602.0 +58.5% $426.12 -5.5%
38 SNOW SNOWFLAKE INC Technology 2,532.0 $644K 0.46% +719.0 +39.7% $254.50 +28.9%
39 IWF ISHARES TR 4,960.0 $616K 0.44% +4K +300.0% $124.17 -1.1%
40 ORCL ORACLE CORP Technology 3,886.0 $569K 0.41% +1K +43.0% $146.54 +2.8%
Page 2 of 3  ·  46 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 45.9%
Financial Services 24.7%
Communication Services 9.3%
Consumer Cyclical 8.8%
Healthcare 5.3%
Consumer Defensive 3.3%
Industrials 1.8%
Energy 0.9%