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Portfolio (Quarterly) Guide ↗

Odyssey Capital Advisors, Inc.

· CIK 0002104872
13F Portfolio $112M AUM 97 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 36 Added 40 Reduced 3 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 46,824.0 $8.2M 7.32% +411.0 +0.9% $174.40 +27.5%
2 IYJ ISHARES TR 33,497.0 $4.9M 4.43% +648.0 +2.0% $147.54 +3.8%
3 SMH VANECK ETF TRUST 12,663.0 $4.9M 4.35% +359.0 +2.9% $383.39 +41.9%
4 QQQ INVESCO QQQ TR Financial Services 7,410.0 $4.3M 3.83% +301.0 +4.2% $577.17 +21.5%
5 AMZN AMAZON COM INC Consumer Cyclical 16,797.0 $3.5M 3.13% +751.0 +4.7% $208.27 +24.5%
6 XLV SELECT SECTOR SPDR TR 20,467.0 $3.0M 2.69% +1K +7.2% $146.61 +0.5%
7 XLE SELECT SECTOR SPDR TR 40,462.0 $2.5M 2.22% +2K +4.9% $61.26 -0.0%
8 GOOGL ALPHABET INC Communication Services 8,264.0 $2.4M 2.13% +542.0 +7.0% $287.57 +38.0%
9 XLF SELECT SECTOR SPDR TR 47,151.0 $2.3M 2.08% +7K +18.8% $49.37 +3.5%
10 GS GOLDMAN SACHS GROUP INC Financial Services 2,456.0 $2.1M 1.86% +109.0 +4.6% $846.06 +11.9%
11 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,913.0 $1.9M 1.70% +442.0 +17.9% $650.31 +12.8%
12 GOVT ISHARES TR 81,048.0 $1.9M 1.66% +9K +11.8% $22.91 -1.8%
13 MSFT MICROSOFT CORP Technology 4,416.0 $1.6M 1.46% +560.0 +14.5% $370.15 +14.4%
14 IJR ISHARES TR 12,967.0 $1.6M 1.44% +2K +13.7% $124.31 +7.1%
15 HYG ISHARES TR 19,744.0 $1.6M 1.41% +4K +22.2% $79.56 -0.2%
16 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,492.0 $1.5M 1.33% +126.0 +9.2% $996.60 +5.3%
17 DFIV DIMENSIONAL ETF TRUST 27,777.0 $1.5M 1.31% +12K +77.8% $52.78 +4.3%
18 IWR ISHARES TR 14,818.0 $1.4M 1.29% +2K +19.8% $97.23 +6.0%
19 EFG ISHARES TR 12,154.0 $1.4M 1.21% +1K +11.3% $111.37 +6.0%
20 NFLX NETFLIX INC. Communication Services 13,736.0 $1.3M 1.18% +254.0 +1.9% $96.15 -6.8%
Page 1 of 2  ·  36 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
Technology 40.4%
Financial Services 26.7%
Communication Services 10.5%
Consumer Cyclical 9.2%
Healthcare 5.7%
Consumer Defensive 4.2%
Industrials 1.8%
Energy 1.5%