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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 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXF VANGUARD INDEX FDS 2,954.0 $608K 0.55% -178.0 -5.7% $205.80 +10.4%
22 SYK STRYKER CORPORATION Healthcare 1,746.0 $574K 0.51% -121.0 -6.5% $328.50 -3.3%
23 WMT WALMART INC Consumer Defensive 4,122.0 $512K 0.46% -181.0 -4.2% $124.27 +8.0%
24 UBER UBER TECHNOLOGIES INC Technology 6,757.0 $486K 0.43% -504.0 -6.9% $71.93 +3.0%
25 UNH UNITEDHEALTH GROUP INC Healthcare 1,595.0 $432K 0.39% -40.0 -2.5% $270.59 +43.9%
26 IYT ISHARES TR 5,648.0 $421K 0.38% -1K -20.6% $74.60 +9.2%
27 FCOM FIDELITY COVINGTON TRUST 6,158.0 $419K 0.38% -787.0 -11.3% $68.12 +8.3%
28 VIS VANGUARD WORLD FD 1,234.0 $385K 0.34% -119.0 -8.8% $312.21 +6.8%
29 PNQI INVESCO EXCHANGE TRADED FD T 8,545.0 $382K 0.34% -2K -16.8% $44.73 +7.9%
30 VUSB VANGUARD BD INDEX FDS 7,198.0 $358K 0.32% -694.0 -8.8% $49.78 -0.1%
31 SPSB SPDR SERIES TRUST 11,709.0 $352K 0.32% -1K -9.7% $30.07 -0.3%
32 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,062.0 $347K 0.31% -103.0 -8.8% $327.08 +9.7%
33 MS MORGAN STANLEY Financial Services 2,041.0 $336K 0.30% -27.0 -1.3% $164.57 +15.2%
34 IYK ISHARES TR 4,521.0 $317K 0.28% -236.0 -5.0% $70.03 +3.5%
35 AGG ISHARES TR 3,050.0 $303K 0.27% -446.0 -12.8% $99.26 -1.1%
36 SCHF SCHWAB STRATEGIC TR 11,747.0 $291K 0.26% -523.0 -4.3% $24.75 +9.7%
37 QCOM QUALCOMM INC Technology 2,256.0 $290K 0.26% -208.0 -8.4% $128.77 +51.9%
38 FDL FIRST TR EXCHANGE-TRADED FD 5,571.0 $283K 0.25% -322.0 -5.5% $50.80 -1.1%
39 IAK ISHARES TR 2,127.0 $273K 0.24% -142.0 -6.3% $128.30 +4.9%
40 DHI D R HORTON INC Consumer Cyclical 1,561.0 $214K 0.19% -58.0 -3.6% $137.24 -1.8%
Page 2 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%