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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 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APOS APOLLO GLOBAL MGMT INC Financial Services 7,425.0 $827K 0.74% +1K +22.2% $111.42 -76.8%
42 PANW PALO ALTO NETWORKS INC Technology 5,013.0 $804K 0.72% -75.0 -1.5% $160.32 +54.4%
43 JPM JPMORGAN CHASE & CO Financial Services 2,666.0 $784K 0.70% $294.15 +2.2%
44 SCHH SCHWAB STRATEGIC TR 35,888.0 $771K 0.69% +5K +14.7% $21.49 +8.6%
45 CRWD CROWDSTRIKE HLDGS INC Technology 1,949.0 $761K 0.68% -72.0 -3.6% $390.41 +58.5%
46 IWD ISHARES TR 3,416.0 $730K 0.65% -423.0 -11.0% $213.66 +8.5%
47 CVX CHEVRON CORPORATION Energy 3,511.0 $726K 0.65% $206.91 -5.2%
48 NOW SERVICENOW INC Technology 6,752.0 $706K 0.63% +1K +17.9% $104.55 -1.1%
49 ANET ARISTA NETWORKS INC Technology 5,647.0 $693K 0.62% -363.0 -6.0% $122.78 +15.3%
50 META META PLATFORMS INC Communication Services 1,192.0 $682K 0.61% +164.0 +15.9% $572.03 +6.8%
51 XSD SPDR SERIES TRUST 2,086.0 $680K 0.61% $326.16 +64.4%
52 IBB ISHARES TR 3,936.0 $665K 0.59% +1K +38.6% $168.84 -2.8%
53 SCHX SCHWAB STRATEGIC TR 24,367.0 $625K 0.56% -2K -6.9% $25.64 +12.4%
54 VXF VANGUARD INDEX FDS 2,954.0 $608K 0.55% -178.0 -5.7% $205.80 +8.0%
55 GOOG ALPHABET INC Communication Services 2,040.0 $585K 0.52% +28.0 +1.4% $286.89 +37.0%
56 SYK STRYKER CORPORATION Healthcare 1,746.0 $574K 0.51% -121.0 -6.5% $328.50 -4.7%
57 IWF ISHARES TR 1,240.0 $529K 0.47% +134.0 +12.1% $426.40 -71.1%
58 VUG VANGUARD INDEX FDS 1,202.0 $525K 0.47% $436.67 -80.2%
59 WMT WALMART INC Consumer Defensive 4,122.0 $512K 0.46% -181.0 -4.2% $124.27 +7.3%
60 JEPI J P MORGAN EXCHANGE TRADED F 8,688.0 $492K 0.44% +134.0 +1.6% $56.68 -1.1%
Page 3 of 5  ·  97 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%