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Portfolio (Quarterly) Guide ↗

Addis & Hill, Inc

· CIK 0002016470
13F Portfolio $165M AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OKE ONEOK INC NEW Energy 7,879.0 $579K 0.35% NEW $73.50 +27.9%
22 VT VANGUARD INTL EQUITY INDEX F 3,544.0 $500K 0.30% NEW $141.06 +10.3%
23 SLYV SPDR SERIES TRUST 4,899.0 $446K 0.27% NEW $90.97 +13.6%
24 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 8,858.0 $443K 0.27% NEW $50.02 -24.7%
25 EXC EXELON CORP Utilities 9,884.0 $431K 0.26% NEW $43.59 +6.1%
26 NMRA NEUMORA THERAPEUTICS INC. Healthcare 163,386.0 $292K 0.18% NEW $1.79 +3.4%
27 TXN TEXAS INSTRS INC Technology 1,534.0 $266K 0.16% NEW $173.49 +78.2%
Page 2 of 2  ·  27 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
Energy 70.5%
Utilities 18.3%
Industrials 5.0%
Healthcare 3.3%
Technology 3.0%