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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 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP Technology 3,886.0 $569K 0.41% +1K +43.0% $146.54 +2.8%
62 CVX CHEVRON CORPORATION Energy 3,365.0 $558K 0.40% -146.0 -4.2% $165.77 +21.8%
63 KRE SPDR SERIES TRUST 6,578.0 $492K 0.35% +3K +64.5% $74.85 -0.7%
64 SYK STRYKER CORPORATION Healthcare 1,543.0 $486K 0.35% -203.0 -11.6% $314.80 +5.0%
65 UBER UBER TECHNOLOGIES INC Technology 6,606.0 $477K 0.34% -151.0 -2.2% $72.16 +9.2%
66 JEPI J P MORGAN EXCHANGE TRADED F 8,374.0 $473K 0.34% -314.0 -3.6% $56.48 +2.3%
67 IYT ISHARES TR 5,445.0 $472K 0.34% -203.0 -3.6% $86.75 -0.4%
68 COWZ PACER FDS TR 7,479.0 $465K 0.33% -290.0 -3.7% $62.20 +16.4%
69 WMT WALMART INC Consumer Defensive 4,021.0 $455K 0.33% -101.0 -2.5% $113.25 -9.0%
70 VIS VANGUARD WORLD FD 1,216.0 $438K 0.31% -18.0 -1.5% $360.44 -5.9%
71 AMD ADVANCED MICRO DEVICES INC Technology 744.0 $432K 0.31% NEW $580.91 -19.9%
72 IEMG ISHARES INC 5,073.0 $420K 0.30% +2K +73.6% $82.85 -1.2%
73 MS MORGAN STANLEY Financial Services 1,999.0 $418K 0.30% -42.0 -2.1% $209.04 +2.7%
74 FCOM FIDELITY COVINGTON TRUST 5,976.0 $415K 0.30% -182.0 -3.0% $69.48 +2.5%
75 PNQI INVESCO EXCHANGE TRADED FD T 8,245.0 $376K 0.27% -300.0 -3.5% $45.58 +17.1%
76 DGRO ISHARES TR 4,917.0 $373K 0.27% $75.79 +4.7%
77 QCOM QUALCOMM INC Technology 1,997.0 $369K 0.26% -259.0 -11.5% $184.81 -11.2%
78 TSLA TESLA INC Consumer Cyclical 869.0 $366K 0.26% -6.0 -0.7% $420.60 -17.1%
79 CAT CATERPILLAR INC Industrials 336.0 $357K 0.26% -27.0 -7.4% $1063.62 -24.8%
80 MAR MARRIOTT INTL INC NEW Consumer Cyclical 956.0 $354K 0.25% -106.0 -10.0% $370.73 -5.3%
Page 4 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%