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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 8 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,480.0 $208K 0.05% $83.85 +14.1%
142 EQT EQT CORP Energy 3,807.0 $204K 0.05% $53.60 +7.7%
Page 8 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%