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Portfolio (Quarterly) Guide ↗

Addis & Hill, Inc

· CIK 0002016470
13F Portfolio $164M AUM 27 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 Added 11 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 62,338.0 $20.0M 12.16% -1K -1.7% $320.81 +14.3%
2 AGG ISHARES TR 87,415.0 $8.7M 5.28% -2K -2.1% $99.27 -0.8%
3 ET ENERGY TRANSFER L P Energy 75,658.0 $1.5M 0.89% -3K -3.4% $19.30 +4.0%
4 TRGP TARGA RES CORP Energy 5,473.0 $1.4M 0.83% -90.0 -1.6% $250.73 +10.4%
5 WMB WILLIAMS COS INC Energy 11,978.0 $872K 0.53% -223.0 -1.8% $72.78 +7.8%
6 AROC ARCHROCK INC Energy 23,153.0 $806K 0.49% -2K -7.8% $34.80 +7.0%
7 EPD ENTERPRISE PRODS PARTNERS L Energy 20,691.0 $783K 0.48% -1K -5.1% $37.84 +4.7%
8 KMI KINDER MORGAN INC DEL Energy 22,598.0 $758K 0.46% -749.0 -3.2% $33.53 +0.8%
9 MPLX MPLX LP Energy 12,150.0 $693K 0.42% -504.0 -4.0% $57.07 -1.1%
10 OKE ONEOK INC NEW Energy 7,601.0 $687K 0.42% -278.0 -3.5% $90.39 +4.0%
11 VT VANGUARD INTL EQUITY INDEX F 3,408.0 $471K 0.29% -136.0 -3.8% $138.30 +12.5%

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
Energy 75.6%
Utilities 14.6%
Industrials 3.5%
Healthcare 3.2%
Technology 3.0%