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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 6 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 35,143.0 $574K 0.14% -9K -20.9% $16.32 -4.5%
102 FLAGSTAR BANK NATIONAL ASSOC 45,093.0 $568K 0.14% $12.59
103 VOO VANGUARD INDEX FDS 904.0 $567K 0.14% -22.0 -2.4% $627.14 +8.9%
104 AMAT APPLIED MATLS INC Technology 2,150.0 $552K 0.14% $256.95 +66.3%
105 BK BANK NEW YORK MELLON CORP Financial Services 4,742.0 $551K 0.14% $116.10 +19.7%
106 BA BOEING CO Industrials 2,461.0 $534K 0.13% +67.0 +2.8% $217.12 +1.1%
107 C CITIGROUP INC Financial Services 4,403.0 $514K 0.13% +277.0 +6.7% $116.71 +7.3%
108 DEO DIAGEO PLC Consumer Defensive 5,875.0 $507K 0.13% -1K -19.5% $86.26 -0.3%
109 OXY OCCIDENTAL PETE CORP Energy 12,266.0 $504K 0.13% +3K +31.3% $41.12 +43.1%
110 SDY SPDR SERIES TRUST 3,549.0 $494K 0.12% -391.0 -9.9% $139.16 +6.9%
111 SCHA SCHWAB STRATEGIC TR 17,180.0 $489K 0.12% -1K -6.2% $28.48 +16.5%
112 IWM ISHARES TR 1,881.0 $463K 0.12% -333.0 -15.0% $246.15 +14.8%
113 SYM SYMBOTIC INC Industrials 7,375.0 $439K 0.11% +3K +84.4% $59.50 -16.0%
114 GS GOLDMAN SACHS GROUP INC Financial Services 481.0 $423K 0.11% -72.0 -13.0% $879.00 +12.4%
115 BERKSHIRE HATHAWAY INC DEL 828.0 $416K 0.10% $502.65
116 TOTL SSGA ACTIVE ETF TR 9,974.0 $401K 0.10% -6K -38.2% $40.25 -2.4%
117 RSP INVESCO EXCHANGE TRADED FD T 2,062.0 $395K 0.10% NEW $191.56 +6.9%
118 ETHA ISHARES ETHEREUM TR Financial Services 16,950.0 $380K 0.10% NEW $22.43 -28.0%
119 BAX BAXTER INTL INC Healthcare 19,764.0 $378K 0.09% -7K -25.1% $19.11 -0.4%
120 NOC NORTHROP GRUMMAN CORP Industrials 660.0 $376K 0.09% $569.88 -3.2%
Page 6 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%