Fund Holdings

Addison Capital Co

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD INTL EQUITY INDEX F0185,084+185,084025,600,7894.55%+25,600,789
PIMCO ETF TR0184,929+184,929017,065,2153.04%+17,065,215
STATE STR SPDR S&P 500 ETF T(SPY)070,183+70,183045,642,7938.12%+45,642,793
VANGUARD BD INDEX FDS0517,197+517,197038,086,3026.77%+38,086,302
ISHARES TR049,945+49,94509,579,8551.70%+9,579,855
VANGUARD BD INDEX FDS0125,393+125,39308,624,5441.53%+8,624,544
JANUS DETROIT STR TR0225,924+225,924011,646,4122.07%+11,646,412
PGIM ETF TR0327,947+327,947016,784,3812.99%+16,784,381
GOLDMAN SACHS ETF TR045,887+45,88704,597,4130.82%+4,597,413
ISHARES TR0577,011+577,011013,219,3142.35%+13,219,314
PIMCO ETF TR0154,696+154,696015,557,7402.77%+15,557,740
CHENIERE ENERGY INC(LNG)043,635+43,635012,381,9102.20%+12,381,910
VANGUARD WORLD FD011,692+11,69203,650,4580.65%+3,650,458
VANGUARD SCOTTSDALE FDS0131,123+131,123010,394,1001.85%+10,394,100
VANGUARD INDEX FDS037,710+37,71003,344,8470.59%+3,344,847
SELECT SECTOR SPDR TR067,119+67,11903,313,5910.59%+3,313,591
SPDR SERIES TRUST038,112+38,11204,867,9120.87%+4,867,912
SPDR INDEX SHS FDS051,489+51,48903,196,3180.57%+3,196,318
SPDR GOLD TR(GLD)021,451+21,45109,230,1351.64%+9,230,135
ISHARES TR028,585+28,58502,877,3610.51%+2,877,361
ISHARES TR04,069+4,06902,657,6880.47%+2,657,688
ISHARES TR06,014+6,01402,564,2450.46%+2,564,245
JANUS DETROIT STR TR0102,700+102,70005,172,9990.92%+5,172,999
ISHARES TR09,611+9,61102,306,4710.41%+2,306,471
JOHNSON & JOHNSON(JNJ)045,766+45,766011,186,9591.99%+11,186,959
ISHARES TR037,534+37,53404,142,2440.74%+4,142,244
ISHARES TR010,331+10,33101,958,7430.35%+1,958,743
VANGUARD SCOTTSDALE FDS032,580+32,58001,907,2620.34%+1,907,262
ISHARES TR011,368+11,36801,721,1840.31%+1,721,184
ISHARES GOLD TR(IAU)019,212+19,21201,693,7610.30%+1,693,761
ISHARES TR017,147+17,14701,590,2290.28%+1,590,229
PHILIP MORRIS INTL INC(PM)031,779+31,77905,254,3940.93%+5,254,394
INVESCO ACTVELY MNGD ETC FD073,289+73,28901,269,3670.23%+1,269,367
ISHARES TR017,715+17,71501,243,2210.22%+1,243,221
VANGUARD WORLD FD01,758+1,75801,226,6650.22%+1,226,665
VANGUARD INTL EQUITY INDEX F026,156+26,15601,162,6430.21%+1,162,643
INNOVATOR ETFS TRUST032,388+32,38801,146,8580.20%+1,146,858
EXXON MOBIL CORP(XOM)019,256+19,25603,266,9170.58%+3,266,917
CHEVRON CORPORATION(CVX)012,846+12,84602,657,8690.47%+2,657,869
ISHARES TR052,663+52,66305,864,9041.04%+5,864,904
INVESCO EXCH TRADED FD TR II0156,177+156,17703,745,1080.67%+3,745,108
INVESCO EXCHANGE TRADED FD T06,359+6,3590922,1430.16%+922,143
INNOVATOR ETFS TRUST026,616+26,6160917,4670.16%+917,467
SPDR SERIES TRUST043,565+43,5650836,0120.15%+836,012
ISHARES TR090,121+90,12103,812,9760.68%+3,812,976
INNOVATOR ETFS TRUST025,161+25,1610816,7190.15%+816,719
CATERPILLAR INC(CAT)03,187+3,18702,257,8920.40%+2,257,892
OCEANFIRST FINL CORP(OCFC)0165,173+165,17302,979,7190.53%+2,979,719
ISHARES TR033,045+33,04505,579,6210.99%+5,579,621
J P MORGAN EXCHANGE TRADED F080,582+80,58203,712,3900.66%+3,712,390
FREEPORT MCMORAN INC(FCX)048,177+48,17702,831,8170.50%+2,831,817
SPDR SERIES TRUST0102,970+102,97006,097,6391.08%+6,097,639
WISDOMTREE TR(WT)0131,887+131,88705,288,5600.94%+5,288,560
ISHARES TR04,695+4,69501,164,3600.21%+1,164,360
VANGUARD SCOTTSDALE FDS011,676+11,6760695,3060.12%+695,306
MOODYS CORP(MCO)01,550+1,5500676,1880.12%+676,188
ISHARES TR011,879+11,8790674,6240.12%+674,624
PEPSICO INC(PEP)031,876+31,87604,950,0160.88%+4,950,016
VANGUARD INTL EQUITY INDEX F07,600+7,6000626,4680.11%+626,468
MONDELEZ INTL INC(MDLZ)070,847+70,84704,083,5970.73%+4,083,597
ALTRIA GROUP INC(MO)09,050+9,0500597,2360.11%+597,236
COTERRA ENERGY INC065,340+65,34002,296,0320.41%+2,296,032
INVESCO EXCHANGE TRADED FD T04,855+4,8550931,4870.17%+931,487
MERCK & CO INC(MRK)029,746+29,74603,578,1640.64%+3,578,164
SPDR SERIES TRUST06,770+6,7700987,9600.18%+987,960
AMERICAN HEALTHCARE REIT INC(AHR)010,184+10,1840480,2770.09%+480,277
GRAYSCALE BITCOIN MINI TR ET(BTC)046,964+46,96401,408,4500.25%+1,408,450
OCCIDENTAL PETE CORP(OXY)013,715+13,7150891,4480.16%+891,448
WASTE MGMT INC DEL(WM)07,204+7,20401,655,3860.29%+1,655,386
GE VERNOVA INC(GEV)01,248+1,24801,089,2650.19%+1,089,265
QNITY ELECTRONICS INC(Q)05,814+5,8140670,7730.12%+670,773
INVESCO QQQ TR06,695+6,69503,864,2150.69%+3,864,215
VANGUARD INDEX FDS0997+9970319,9300.06%+319,930
PIMCO ETF TR027,863+27,86302,813,3270.50%+2,813,327
MARATHON PETE CORP(MPC)01,185+1,1850289,4620.05%+289,462
DOW HLDGS INC(DOW)06,823+6,8230284,1710.05%+284,171
ISHARES TR01,290+1,2900275,6340.05%+275,634
ENTERPRISE PRODS PARTNERS L(EPD)046,315+46,31501,752,5650.31%+1,752,565
AMETEK INC012,177+12,17702,610,2730.46%+2,610,273
DELL TECHNOLOGIES INC(DELL)02,930+2,9300480,9010.09%+480,901
VANGUARD BD INDEX FDS02,811+2,8110220,4110.04%+220,411
VALERO ENERGY CORP(VLO)0875+8750216,3060.04%+216,306
OSHKOSH CORP(OSK)01,462+1,4620215,1960.04%+215,196
ISHARES TR01,973+1,9730215,0370.04%+215,037
LINDE PLC(LIN)0430+4300213,2960.04%+213,296
MADISON SQUARE GRDN SPRT COR(MSGS)0661+6610212,4450.04%+212,445
PHILLIPS 66(PSX)01,159+1,1590211,1680.04%+211,168
KINROSS GOLD CORP(KGC)06,895+6,8950210,4350.04%+210,435
NEXTERA ENERGY INC(NEE)013,438+13,43801,248,1120.22%+1,248,112
MARVELL TECHNOLOGY INC(MRVL)010,496+10,49601,039,6750.18%+1,039,675
VANGUARD INDEX FDS01,254+1,2540748,7730.13%+748,773
APPLIED MATLS INC02,148+2,1480734,1540.13%+734,154
CORTEVA INC(CTVA)08,959+8,9590749,9160.13%+749,916
CONSTELLATION ENERGY CORP(CEG)03,484+3,4840972,9070.17%+972,907
VERIZON COMMUNICATIONS INC(VZ)08,427+8,4270423,0350.08%+423,035
HONEYWELL INTL INC(HON)01,885+1,8850426,0930.08%+426,093
DEERE & CO(DE)01,429+1,4290805,1140.14%+805,114
COSTCO WHOLESALE CORPORATION(COST)01,114+1,11401,110,0230.20%+1,110,023
ALPHABET INC(GOOG)04,994+4,99401,432,7000.25%+1,432,700
FORTIS INC(FTS)032,797+32,79701,829,7450.33%+1,829,745
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