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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMD ADVANCED MICRO DEVICES INC Technology 744.0 $432K 0.31% NEW $580.91 -19.9%
2 AMAT APPLIED MATLS INC Technology 462.0 $334K 0.24% NEW $723.11 -36.2%
3 MRVL MARVELL TECHNOLOGY INC Technology 838.0 $250K 0.18% NEW $297.87 -27.3%
4 LRCX LAM RESEARCH CORP Technology 572.0 $248K 0.18% NEW $433.13 -30.3%
5 SCHC SCHWAB STRATEGIC TR 4,830.0 $232K 0.17% NEW $48.12 +7.0%
6 BKEM BNY MELLON ETF TRUST 2,330.0 $222K 0.16% NEW $31.77 -3.7%
7 FELV FIDELITY COVINGTON TRUST 5,234.0 $210K 0.15% NEW $40.09 +7.2%
8 SPOT SPOTIFY TECHNOLOGY S A Communication Services 452.0 $208K 0.15% NEW $459.13 +19.2%
9 GDX VANECK ETF TRUST 2,734.0 $206K 0.15% NEW $75.45 +32.1%

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%