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Portfolio (Quarterly) Guide ↗

Odyssey Capital Advisors, Inc.

· CIK 0002104872
13F Portfolio $113M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 92 New
Page 1 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 46,413.0 $8.7M 7.69% NEW $186.50 +18.3%
2 IYJ ISHARES TR 32,849.0 $4.9M 4.32% NEW $148.17 +3.4%
3 SMH VANECK ETF TRUST 12,304.0 $4.4M 3.94% NEW $360.12 +51.1%
4 QQQ INVESCO QQQ TR Financial Services 7,109.0 $4.4M 3.88% NEW $614.27 +14.2%
5 VGT VANGUARD WORLD FD 5,619.0 $4.2M 3.76% NEW $753.73 -85.2%
6 AMZN AMAZON COM INC Consumer Cyclical 16,046.0 $3.7M 3.29% NEW $230.82 +12.4%
7 AAPL APPLE INC Technology 12,367.0 $3.4M 2.99% NEW $271.86 +10.0%
8 XLV SELECT SECTOR SPDR TR 19,089.0 $3.0M 2.62% NEW $154.80 -4.8%
9 XLK SELECT SECTOR SPDR TR 20,448.0 $2.9M 2.62% NEW $143.97 +20.3%
10 IVV ISHARES TR 3,833.0 $2.6M 2.33% NEW $684.93 +7.6%
11 VCR VANGUARD WORLD FD 6,640.0 $2.6M 2.32% NEW $393.92 -3.6%
12 VOO VANGUARD INDEX FDS 4,007.0 $2.5M 2.23% NEW $627.13 +7.6%
13 GOOGL ALPHABET INC Communication Services 7,722.0 $2.4M 2.15% NEW $313.01 +23.9%
14 XLF SELECT SECTOR SPDR TR 39,680.0 $2.2M 1.93% NEW $54.77 -6.7%
15 AVGO BROADCOM INC Technology 6,042.0 $2.1M 1.86% NEW $346.10 +18.8%
16 GS GOLDMAN SACHS GROUP INC Financial Services 2,347.0 $2.1M 1.83% NEW $878.83 +5.7%
17 MSFT MICROSOFT CORP Technology 3,856.0 $1.9M 1.66% NEW $483.66 -13.7%
18 VIG VANGUARD SPECIALIZED FUNDS 7,976.0 $1.8M 1.56% NEW $219.77 +4.4%
19 XLE SELECT SECTOR SPDR TR 38,573.0 $1.7M 1.53% NEW $44.71 +37.0%
20 SPY SPDR S&P 500 ETF TR Financial Services 2,471.0 $1.7M 1.50% NEW $681.87 +7.6%
Page 1 of 5  ·  92 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 43.8%
Financial Services 27.4%
Communication Services 10.2%
Consumer Cyclical 9.6%
Healthcare 4.6%
Consumer Defensive 3.4%
Energy 1.1%