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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  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGT VANGUARD WORLD FD 5,178.0 $3.6M 3.24% -441.0 -7.8% $697.70 -84.0%
2 AAPL APPLE INC Technology 12,081.0 $3.1M 2.75% -286.0 -2.3% $253.78 +17.8%
3 XLK SELECT SECTOR SPDR TR 19,252.0 $2.6M 2.29% -1K -5.8% $132.90 +30.4%
4 IVV ISHARES TR 3,691.0 $2.4M 2.16% -142.0 -3.7% $653.29 +12.8%
5 VOO VANGUARD INDEX FDS 3,799.0 $2.3M 2.03% -208.0 -5.2% $597.56 +12.9%
6 VCR VANGUARD WORLD FD 5,905.0 $2.1M 1.90% -735.0 -11.1% $359.05 +5.8%
7 VIG VANGUARD SPECIALIZED FUNDS 6,860.0 $1.5M 1.32% -1K -14.0% $215.07 +6.7%
8 VCIT VANGUARD SCOTTSDALE FDS 17,566.0 $1.5M 1.30% -556.0 -3.1% $82.75 -1.5%
9 XLB SELECT SECTOR SPDR TR 24,540.0 $1.2M 1.10% -942.0 -3.7% $49.97 -1.9%
10 DIA STATE STR SPDR DOW JONES IND Financial Services 2,500.0 $1.2M 1.04% -692.0 -21.7% $463.10 +6.7%
11 VFH VANGUARD WORLD FD 8,910.0 $1.1M 0.96% -2K -15.0% $120.81 +3.7%
12 RSP INVESCO EXCHANGE TRADED FD T 5,161.0 $990K 0.89% -54.0 -1.0% $191.91 +5.1%
13 VFMO VANGUARD WELLINGTON FD 5,018.0 $989K 0.89% -584.0 -10.4% $197.10 +12.5%
14 VTV VANGUARD INDEX FDS 4,700.0 $922K 0.83% -525.0 -10.1% $196.20 +5.5%
15 IGV ISHARES TR 10,423.0 $834K 0.75% -410.0 -3.8% $80.05 +14.9%
16 PANW PALO ALTO NETWORKS INC Technology 5,013.0 $804K 0.72% -75.0 -1.5% $160.32 +54.4%
17 CRWD CROWDSTRIKE HLDGS INC Technology 1,949.0 $761K 0.68% -72.0 -3.6% $390.41 +58.5%
18 IWD ISHARES TR 3,416.0 $730K 0.65% -423.0 -11.0% $213.66 +8.5%
19 ANET ARISTA NETWORKS INC Technology 5,647.0 $693K 0.62% -363.0 -6.0% $122.78 +15.3%
20 SCHX SCHWAB STRATEGIC TR 24,367.0 $625K 0.56% -2K -6.9% $25.64 +12.4%
Page 1 of 2  ·  40 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%