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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 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYG ISHARES TR 25,616.0 $2.0M 1.47% +6K +29.7% $79.97 -0.3%
22 IJR ISHARES TR 13,762.0 $2.0M 1.46% +795.0 +6.1% $148.31 -1.8%
23 PANW PALO ALTO NETWORKS INC Technology 5,985.0 $2.0M 1.46% +972.0 +19.4% $341.02 +9.0%
24 CRWD CROWDSTRIKE HLDGS INC Technology 2,597.0 $2.0M 1.42% +648.0 +33.2% $190.78 +14.5%
25 EFG ISHARES TR 15,836.0 $2.0M 1.41% +4K +30.3% $124.42 +0.5%
26 IWR ISHARES TR 17,145.0 $1.9M 1.35% +2K +15.7% $110.32 +1.8%
27 MSFT MICROSOFT CORP Technology 4,902.0 $1.8M 1.31% +486.0 +11.0% $372.99 +37.7%
28 ITA ISHARES TR 7,383.0 $1.8M 1.28% -217.0 -2.9% $242.41 -4.0%
29 VIG VANGUARD SPECIALIZED FUNDS 6,680.0 $1.6M 1.13% -180.0 -2.6% $236.62 +2.7%
30 ABBV ABBVIE INC Healthcare 6,161.0 $1.6M 1.11% +877.0 +16.6% $251.66 +1.5%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,629.0 $1.5M 1.09% +137.0 +9.2% $935.56 +1.1%
32 XLU SELECT SECTOR SPDR TR 31,524.0 $1.4M 1.02% +7K +27.4% $45.34 -5.8%
33 VCIT VANGUARD SCOTTSDALE FDS 17,053.0 $1.4M 1.01% -513.0 -2.9% $82.65 -1.8%
34 DIA STATE STR SPDR DOW JONES IND Financial Services 2,500.0 $1.3M 0.94% $522.39 +2.4%
35 XSD SPDR SERIES TRUST 2,076.0 $1.3M 0.93% $623.79 -22.8%
36 VFMO VANGUARD WELLINGTON FD 4,869.0 $1.2M 0.87% -149.0 -3.0% $249.50 -9.0%
37 XLB SELECT SECTOR SPDR TR 23,709.0 $1.2M 0.86% -831.0 -3.4% $50.83 +4.6%
38 AXP AMERICAN EXPRESS CO Financial Services 3,559.0 $1.2M 0.86% -27.0 -0.8% $338.30 -1.5%
39 VFH VANGUARD WORLD FD 8,692.0 $1.1M 0.82% -218.0 -2.5% $131.60 +7.9%
40 NFLX NETFLIX INC. Communication Services 15,426.0 $1.1M 0.79% +2K +12.3% $71.40 +14.5%
Page 2 of 6  ·  101 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%