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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 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPDR SERIES TRUST 11,334.0 $353K 0.25% +2K +18.4% $31.18
82 SPSB SPDR SERIES TRUST 11,235.0 $337K 0.24% -474.0 -4.0% $30.01 -0.3%
83 VUSB VANGUARD BD INDEX FDS 6,765.0 $337K 0.24% -433.0 -6.0% $49.78 -0.1%
84 AMAT APPLIED MATLS INC Technology 462.0 $334K 0.24% NEW $723.11 -36.2%
85 IYK ISHARES TR 4,523.0 $329K 0.23% $72.66 +3.4%
86 SCHF SCHWAB STRATEGIC TR 11,810.0 $327K 0.23% +63.0 +0.5% $27.70 +2.2%
87 AZN ASTRAZENECA PLC Healthcare 1,683.0 $319K 0.23% $189.62 -14.2%
88 VOT VANGUARD INDEX FDS 999.0 $306K 0.22% +159.0 +18.9% $306.30 -1.1%
89 AGG ISHARES TR 2,990.0 $296K 0.21% -60.0 -2.0% $98.99 -1.5%
90 VTI VANGUARD INDEX FDS 788.0 $292K 0.21% $370.02 +2.5%
91 IMCV ISHARES TR 3,074.0 $281K 0.20% +433.0 +16.4% $91.38 +6.9%
92 FDL FIRST TR EXCHANGE-TRADED FD 5,571.0 $271K 0.19% $48.66 +9.2%
93 V VISA INC Financial Services 740.0 $254K 0.18% -27.0 -3.5% $343.27 +11.2%
94 MRVL MARVELL TECHNOLOGY INC Technology 838.0 $250K 0.18% NEW $297.87 -27.3%
95 LRCX LAM RESEARCH CORP Technology 572.0 $248K 0.18% NEW $433.13 -30.3%
96 DHI D R HORTON INC Consumer Cyclical 1,433.0 $233K 0.17% -128.0 -8.2% $162.82 -9.5%
97 SCHC SCHWAB STRATEGIC TR 4,830.0 $232K 0.17% NEW $48.12 +7.0%
98 BKEM BNY MELLON ETF TRUST 2,330.0 $222K 0.16% NEW $31.77 -3.7%
99 FELV FIDELITY COVINGTON TRUST 5,234.0 $210K 0.15% NEW $40.09 +7.2%
100 SPOT SPOTIFY TECHNOLOGY S A Communication Services 452.0 $208K 0.15% NEW $459.13 +19.2%
Page 5 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%