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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 4 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FTS FORTIS INC Utilities 32,508.0 $1.7M 0.42% -4K -11.2% $51.94 +8.3%
62 XBI SPDR SERIES TRUST 12,793.0 $1.6M 0.39% NEW $121.93 +8.9%
63 CVX CHEVRON CORP NEW Energy 10,204.0 $1.6M 0.39% +187.0 +1.9% $152.41 +25.3%
64 META META PLATFORMS INC Communication Services 2,260.0 $1.5M 0.37% -23.0 -1.0% $660.24 -8.0%
65 EPD ENTERPRISE PRODS PARTNERS L Energy 46,315.0 $1.5M 0.37% -2K -4.5% $32.06 +23.1%
66 CAT CATERPILLAR INC Industrials 2,581.0 $1.5M 0.37% $572.79 +51.2%
67 GE GE AEROSPACE Industrials 4,624.0 $1.4M 0.36% -69.0 -1.5% $308.01 -2.0%
68 COF CAPITAL ONE FINL CORP Financial Services 5,364.0 $1.3M 0.33% -558.0 -9.4% $242.37 -23.0%
69 GOOG ALPHABET INC Communication Services 4,091.0 $1.3M 0.32% +246.0 +6.4% $313.82 +22.2%
70 WM WASTE MGMT INC DEL Industrials 5,816.0 $1.3M 0.32% $219.73 -0.1%
71 ABBV ABBVIE INC Healthcare 5,184.0 $1.2M 0.30% -1K -17.6% $228.47 -6.1%
72 WTRG ESSENTIAL UTILS INC Utilities 30,623.0 $1.2M 0.29% -2K -5.8% $38.36 -4.7%
73 PLTR PALANTIR TECHNOLOGIES INC Technology 6,504.0 $1.2M 0.29% +57.0 +0.9% $177.75 -22.8%
74 NEE NEXTERA ENERGY INC Utilities 12,984.0 $1.0M 0.26% $80.28 +11.7%
75 BIL SPDR SERIES TRUST 11,356.0 $1.0M 0.26% -2K -13.9% $91.38 +0.2%
76 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,748.0 $1.0M 0.25% -53.0 -2.9% $580.71 -25.4%
77 UPS UNITED PARCEL SERVICE INC Industrials 10,215.0 $1.0M 0.25% -2K -18.5% $99.19 -0.3%
78 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 24,967.0 $967K 0.24% $38.73 -11.3%
79 COST COSTCO WHSL CORP NEW Consumer Defensive 1,114.0 $961K 0.24% $862.34 +21.8%
80 PNR PENTAIR PLC Industrials 8,514.0 $887K 0.22% $104.16 -28.8%
Page 4 of 8  ·  142 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%