Fund Holdings — Addison Capital Co

Total Portfolio Value
$562.18M
Total Bought
$200.74M
Total Sold
$32.15M
Net Transaction
+$168.59M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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VANGUARD INTL EQUITY INDEX F62,449185,084+122,6358,80925,6014.55%+16,792
PIMCO ETF TR
ACTIVE BD ETF
2,972184,929+181,95727717,0653.04%+16,789
STATE STR SPDR S&P 500 ETF T(SPY)44,50270,183+25,68130,34845,6438.12%+15,295
VANGUARD BD INDEX FDS334,702517,197+182,49524,79238,0866.77%+13,294
ISHARES TR
MSCI USA QLT FCT
049,945+49,94509,5801.70%+9,580
VANGUARD BD INDEX FDS0125,393+125,39308,6251.53%+8,625
JANUS DETROIT STR TR
HEND SECU IN ETF
76,142225,924+149,7823,96411,6462.07%+7,682
PGIM ETF TR
AAA CLO ETF
228,849327,947+99,09811,73116,7842.99%+5,054
GOLDMAN SACHS ETF TR045,887+45,88704,5970.82%+4,597
ISHARES TR
US TREAS BD ETF
389,627577,011+187,3848,97113,2192.35%+4,248
PIMCO ETF TR
ENHAN SHRT MA AC
114,465154,696+40,23111,48615,5582.77%+4,072
CHENIERE ENERGY INC(LNG)44,84543,635-1,2108,71712,3822.20%+3,665
VANGUARD WORLD FD
INDUSTRIAL ETF
011,692+11,69203,6500.65%+3,650
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
85,760131,123+45,3636,83810,3941.85%+3,556
VANGUARD INDEX FDS037,710+37,71003,3450.59%+3,345
SELECT SECTOR SPDR TR
ST STR FINL ETF
067,119+67,11903,3140.59%+3,314
SPDR SERIES TRUST
ST STR SP BIOT
12,79338,112+25,3191,5604,8680.87%+3,308
SPDR INDEX SHS FDS
ST STR EU 50 ETF
051,489+51,48903,1960.57%+3,196
SPDR GOLD TR(GLD)15,95721,451+5,4946,3249,2301.64%+2,906
ISHARES TR028,585+28,58502,8770.51%+2,877
ISHARES TR04,069+4,06902,6580.47%+2,658
ISHARES TR06,014+6,01402,5640.46%+2,564
JANUS DETROIT STR TR
HENDRSON AAA CL
54,700102,700+48,0002,7675,1730.92%+2,406
ISHARES TR
MSCI USA MMENTM
09,611+9,61102,3060.41%+2,306
JOHNSON & JOHNSON(JNJ)43,32345,766+2,4438,96611,1871.99%+2,221
ISHARES TR19,54137,534+17,9932,1484,1420.74%+1,994
ISHARES TR010,331+10,33101,9590.35%+1,959
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
032,580+32,58001,9070.34%+1,907
ISHARES TR011,368+11,36801,7210.31%+1,721
ISHARES GOLD TR(IAU)019,212+19,21201,6940.30%+1,694
ISHARES TR
MSCI USA MIN ETF
017,147+17,14701,5900.28%+1,590
PHILIP MORRIS INTL INC(PM)23,98631,779+7,7933,8475,2540.93%+1,407
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
073,289+73,28901,2690.23%+1,269
ISHARES TR
CORE DIV GRWTH
017,715+17,71501,2430.22%+1,243
VANGUARD WORLD FD
INF TECH ETF
01,758+1,75801,2270.22%+1,227
VANGUARD INTL EQUITY INDEX F026,156+26,15601,1630.21%+1,163
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
032,388+32,38801,1470.20%+1,147
EXXON MOBIL CORP17,63119,256+1,6252,1223,2670.58%+1,145
CHEVRON CORPORATION(CVX)10,20412,846+2,6421,5552,6580.47%+1,103
ISHARES TR42,73152,663+9,9324,8685,8651.04%+997
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
115,291156,177+40,8862,8053,7450.67%+940
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
06,359+6,35909220.16%+922
INNOVATOR ETFS TRUST
POWER BUFFER SET
026,616+26,61609170.16%+917
SPDR SERIES TRUST
STATE STRET SPDR
043,565+43,56508360.15%+836
ISHARES TR
0-5YR HI YL CP
69,80490,121+20,3172,9933,8130.68%+820
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER
025,161+25,16108170.15%+817
CATERPILLAR INC(CAT)2,5813,187+6061,4782,2580.40%+780
OCEANFIRST FINL CORP(OCFC)122,723165,173+42,4502,2032,9800.53%+777
ISHARES TR28,47633,045+4,5694,8065,5800.99%+774
J P MORGAN EXCHANGE TRADED F
INCOME ETF
63,58980,582+16,9932,9443,7120.66%+769
FREEPORT MCMORAN INC(FCX)40,69348,177+7,4842,0672,8320.50%+765
SPDR SERIES TRUST
ST STR P400MID
92,253102,970+10,7175,3436,0981.08%+755
WISDOMTREE TR(WT)117,312131,887+14,5754,5785,2890.94%+711
ISHARES TR1,8814,695+2,8144631,1640.21%+701
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
011,676+11,67606950.12%+695
MOODYS CORP(MCO)01,550+1,55006760.12%+676
ISHARES TR011,879+11,87906750.12%+675
PEPSICO INC(PEP)29,93931,876+1,9374,2974,9500.88%+653
VANGUARD INTL EQUITY INDEX F07,600+7,60006260.11%+626
MONDELEZ INTL INC(MDLZ)64,69970,847+6,1483,4834,0840.73%+601
ALTRIA GROUP INC(MO)09,050+9,05005970.11%+597
COTERRA ENERGY INC65,54565,340-2051,7252,2960.41%+571
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,0624,855+2,7933959310.17%+536
MERCK & CO INC(MRK)29,21229,746+5343,0753,5780.64%+503
SPDR SERIES TRUST
ST STR SP DIV
3,5496,770+3,2214949880.18%+494
AMERICAN HEALTHCARE REIT INC(AHR)010,184+10,18404800.09%+480
GRAYSCALE BITCOIN MINI TR ET(BTC)24,96746,964+21,9979671,4080.25%+441
OCCIDENTAL PETE CORP(OXY)12,26613,715+1,4495048910.16%+387
WASTE MGMT INC DEL(WM)5,8167,204+1,3881,2781,6550.29%+377
GE VERNOVA INC(GEV)1,0931,248+1557151,0890.19%+375
QNITY ELECTRONICS INC(Q)3,8655,814+1,9493166710.12%+355
INVESCO QQQ TR5,7506,695+9453,5323,8640.69%+332
VANGUARD INDEX FDS0997+99703200.06%+320
PIMCO ETF TR
ULTR SH GO AC FD
24,99927,863+2,8642,5192,8130.50%+294
MARATHON PETE CORP(MPC)01,185+1,18502890.05%+289
DOW HLDGS INC(DOW)06,823+6,82302840.05%+284
ISHARES TR01,290+1,29002760.05%+276
ENTERPRISE PRODS PARTNERS L(EPD)46,31546,31501,4851,7530.31%+268
AMETEK INC11,44112,177+7362,3492,6100.46%+261
DELL TECHNOLOGIES INC(DELL)1,9292,930+1,0012434810.09%+238
VANGUARD BD INDEX FDS02,811+2,81102200.04%+220
VALERO ENERGY CORP(VLO)0875+87502160.04%+216
OSHKOSH CORP(OSK)01,462+1,46202150.04%+215
ISHARES TR01,973+1,97302150.04%+215
LINDE PLC(LIN)0430+43002130.04%+213
MADISON SQUARE GRDN SPRT COR(MSGS)0661+66102120.04%+212
PHILLIPS 66(PSX)01,159+1,15902110.04%+211
KINROSS GOLD CORP(KGC)06,895+6,89502100.04%+210
NEXTERA ENERGY INC(NEE)12,98413,438+4541,0421,2480.22%+206
MARVELL TECHNOLOGY INC(MRVL)9,86310,496+6338381,0400.18%+201
VANGUARD INDEX FDS9041,254+3505677490.13%+182
APPLIED MATLS INC2,1502,148-25527340.13%+182
CORTEVA INC(CTVA)8,6018,959+3585777500.13%+173
CONSTELLATION ENERGY CORP(CEG)2,2843,484+1,2008079730.17%+166
VERIZON COMMUNICATIONS INC(VZ)6,4248,427+2,0032624230.08%+161
HONEYWELL INTL INC(HON)1,3831,885+5022704260.08%+156
DEERE & CO(DE)1,4011,429+286528050.14%+153
COSTCO WHOLESALE CORPORATION(COST)1,1141,11409611,1100.20%+149
ALPHABET INC(GOOG)4,0914,994+9031,2841,4330.25%+149
FORTIS INC(FTS)32,50832,797+2891,6881,8300.33%+141
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Addison Capital Co — 13F Holdings — Q1 2026 | TickerTrail