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Portfolio (Quarterly) Guide ↗

Addison Capital Co

· CIK 0001581465
13F Portfolio $400M AUM 142 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 45 Added 55 Reduced 14 Exited
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SDY SPDR SERIES TRUST 3,549.0 $494K 0.12% -391.0 -9.9% $139.16 +6.9%
42 SCHA SCHWAB STRATEGIC TR 17,180.0 $489K 0.12% -1K -6.2% $28.48 +16.5%
43 IWM ISHARES TR 1,881.0 $463K 0.12% -333.0 -15.0% $246.15 +14.8%
44 GS GOLDMAN SACHS GROUP INC Financial Services 481.0 $423K 0.11% -72.0 -13.0% $879.00 +12.4%
45 TOTL SSGA ACTIVE ETF TR 9,974.0 $401K 0.10% -6K -38.2% $40.25 -2.4%
46 BAX BAXTER INTL INC Healthcare 19,764.0 $378K 0.09% -7K -25.1% $19.11 -0.4%
47 BAC BANK AMERICA CORP Financial Services 5,069.0 $279K 0.07% -3K -39.6% $55.00 -6.4%
48 BOND PIMCO ETF TR 2,972.0 $277K 0.07% -645.0 -17.8% $93.08 -1.9%
49 PFN PIMCO INCOME STRATEGY FD II Financial Services 36,264.0 $272K 0.07% -13K -26.0% $7.50 -8.9%
50 VZ VERIZON COMMUNICATIONS INC Communication Services 6,424.0 $262K 0.07% -514.0 -7.4% $40.73 +17.4%
51 DD DUPONT DE NEMOURS INC Basic Materials 6,477.0 $260K 0.07% -7K -51.7% $40.20 +17.3%
52 B BARRICK MNG CORP Basic Materials 5,695.0 $248K 0.06% -2K -27.5% $43.55 -5.3%
53 DELL DELL TECHNOLOGIES INC Technology 1,929.0 $243K 0.06% -160.0 -7.7% $125.88 +100.9%
54 BLOCK INC 3,603.0 $235K 0.06% -367.0 -9.2% $65.09
55 PPL PPL CORP Utilities 6,572.0 $230K 0.06% -170.0 -2.5% $35.02 +1.2%
Page 3 of 3  ·  55 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 29.3%
Technology 17.5%
Industrials 11.5%
Communication Services 10.1%
Consumer Defensive 8.7%
Healthcare 8.2%
Energy 6.7%
Consumer Cyclical 4.5%
Utilities 2.3%
Basic Materials 1.3%