Fund Holdings

Addis & Hill, Inc

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS0147,371+147,37106,745,1844.10%+6,745,184
VANGUARD INTL EQUITY INDEX F192,466193,969+1,50317,398,94218,956,57111.53%+1,557,629
TARGA RES CORP(TRGP)5,5635,473-901,026,3741,372,2460.83%+345,872
ENERGY TRANSFER L P(ET)78,32975,658-2,6711,291,6461,460,2000.89%+168,554
VANGUARD INTL EQUITY INDEX F96,25198,565+2,3145,174,4515,327,4363.24%+152,985
ARCHROCK INC(AROC)25,09723,153-1,944653,024805,7250.49%+152,701
VANGUARD INTL EQUITY INDEX F67,19167,828+6374,942,6035,093,8833.10%+151,280
WILLIAMS COS INC(WMB)12,20111,978-223733,403871,7590.53%+138,356
ISHARES TR19,08619,434+3484,698,2474,819,5682.93%+121,321
KINDER MORGAN INC DEL(KMI)23,34722,598-749641,810757,7110.46%+115,901
ONEOK INC NEW(OKE)7,8797,601-278579,107687,0550.42%+107,948
VANGUARD INDEX FDS36,77037,516+74610,671,35210,773,9866.55%+102,634
ENTERPRISE PRODS PARTNERS L(EPD)21,80920,691-1,118699,197782,9480.48%+83,751
EXELON CORP(EXC)9,8849,8840430,844484,5140.29%+53,670
TEXAS INSTRS INC(TXN)1,5341,5340266,134297,8110.18%+31,677
NEUMORA THERAPEUTICS INC.163,386163,3860292,461318,6030.19%+26,142
MPLX LP(MPLX)12,65412,150-504675,344693,4010.42%+18,057
SPDR SERIES TRUST4,8994,8990445,663463,3480.28%+17,685
VANGUARD SCOTTSDALE FDS30,07230,508+4362,518,5572,524,5621.54%+6,005
VANGUARD SCOTTSDALE FDS14,96514,892-73878,885871,7590.53%-7,126
VANGUARD INTL EQUITY INDEX F3,5443,408-136499,917471,3260.29%-28,591
VANGUARD INTL EQUITY INDEX F81,41882,058+6406,807,3446,764,0154.11%-43,329
FORTUNE BRANDS INNOVATIONS I(FBIN)8,8588,8580443,078345,1970.21%-97,881
ISHARES TR89,33687,415-1,9218,922,8388,677,6565.28%-245,182
CONSTELLATION ENERGY CORP(CEG)3,4163,41601,206,771953,9180.58%-252,853
VANGUARD INDEX FDS63,40262,338-1,06421,256,77919,998,65412.16%-1,258,125
VANGUARD INDEX FDS207,702211,235+3,53365,384,73163,127,57438.39%-2,257,157
SPDR INDEX SHS FDS144,9270-144,9276,524,6170-6,524,617
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