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Portfolio (Quarterly) Guide ↗

Addison Capital Co

· CIK 0001581465
13F Portfolio $338M AUM Filed Nov 3, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 143 New
Page 5 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FMC FMC CORP Basic Materials 24,720.0 $831K 0.25% NEW $33.63 -61.3%
82 EA ELECTRONIC ARTS INC Communication Services 4,071.0 $821K 0.24% NEW $201.71 +0.1%
83 IBB ISHARES TR 5,333.0 $770K 0.23% NEW $144.37 +17.1%
84 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 44,445.0 $738K 0.22% NEW $16.60 -6.1%
85 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,396.0 $726K 0.21% NEW $213.75 +2.0%
86 SHY ISHARES TR 8,749.0 $726K 0.21% NEW $82.96 -1.0%
87 RTX RTX CORPORATION Industrials 4,293.0 $718K 0.21% NEW $167.35 +4.5%
88 MRVL MARVELL TECHNOLOGY INC Technology 8,480.0 $713K 0.21% NEW $84.07 +126.8%
89 AXP AMERICAN EXPRESS CO Financial Services 2,144.0 $712K 0.21% NEW $332.16 -6.8%
90 DEO DIAGEO PLC Consumer Defensive 7,296.0 $696K 0.21% NEW $95.43 -9.9%
91 PFE PFIZER INC Healthcare 26,789.0 $683K 0.20% NEW $25.48 +1.8%
92 GEV GE VERNOVA INC Utilities 1,093.0 $672K 0.20% NEW $614.91 +69.8%
93 TOTL SSGA ACTIVE ETF TR 16,138.0 $655K 0.19% NEW $40.57 -3.2%
94 CTVA CORTEVA INC Basic Materials 9,561.0 $647K 0.19% NEW $67.63 +16.9%
95 DE DEERE & CO Industrials 1,329.0 $608K 0.18% NEW $457.36 +16.2%
96 BAX BAXTER INTL INC Healthcare 26,376.0 $601K 0.18% NEW $22.77 -16.4%
97 VOO VANGUARD INDEX FDS 926.0 $567K 0.17% NEW $612.38 +11.5%
98 SDY SPDR SERIES TRUST 3,940.0 $552K 0.16% NEW $140.05 +6.2%
99 IWM ISHARES TR 2,214.0 $536K 0.16% NEW $241.91 +16.8%
100 FLAGSTAR FINANCIAL INC 45,093.0 $521K 0.15% NEW $11.55
Page 5 of 8  ·  143 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
Financial Services 27.3%
Technology 19.6%
Industrials 10.3%
Consumer Defensive 9.8%
Communication Services 9.1%
Energy 7.5%
Healthcare 7.3%
Consumer Cyclical 5.3%
Utilities 2.1%
Basic Materials 1.5%