ADDISON CAPITAL CO

PrivateCIK: 1581465
Location

CONSHOHOCKEN, PA

184
Positions
$610.38M
Total AUM (reported)
6.61M
Total Shares

Allocation by class

TOTAL AUM$610.38M184 positions
COM$152.48M25.0%
TR UNIT$54.32M8.9%
TOTAL BND MRKT$39.51M6.5%
TT WRLD ST ETF$28.15M4.6%
CAP STK CL A$21.19M3.5%
ACTIVE BD ETF$17.58M2.9%
AAA CLO ETF$16.59M2.7%

Portfolio Concentration

Top 320.0%4–1017.8%11–2520.4%Rest41.8%TOP 1037.8%0%100%
Top 3$121.99M20.0%
4–10$108.64M17.8%
11–25$124.43M20.4%
Rest$255.32M41.8%

Top 3 weight

20.0%

Top 10 weight

37.8%

Voting Authority Distribution

Total shares with voting rights: 6.61M

Sole

Full voting authority

6.61M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole184
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings184
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares72.74K
TypeSH
Market value$54.32M
8.90%
Sole
72.74K
Shared
0.00
None
0.00

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares538.23K
TypeSH
Market value$39.51M
6.47%
Sole
538.23K
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

SOLE
TT WRLD ST ETF
Shares179.39K
TypeSH
Market value$28.15M
4.61%
Sole
179.39K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares59.29K
TypeSH
Market value$21.19M
3.47%
Sole
59.29K
Shared
0.00
None
0.00

PIMCO ETF TR

SOLE
ACTIVE BD ETF
Shares190.66K
TypeSH
Market value$17.58M
2.88%
Sole
190.66K
Shared
0.00
None
0.00

PGIM ETF TR

SOLE
AAA CLO ETF
Shares323.60K
TypeSH
Market value$16.59M
2.72%
Sole
323.60K
Shared
0.00
None
0.00

PIMCO ETF TR

SOLE
ENHAN SHRT MA AC
Shares159.92K
TypeSH
Market value$16.12M
2.64%
Sole
159.92K
Shared
0.00
None
0.00

ISHARES TR

SOLE
US TREAS BD ETF
Shares590.22K
TypeSH
Market value$13.45M
2.20%
Sole
590.22K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HEND SECU IN ETF
Shares237.55K
TypeSH
Market value$12.16M
1.99%
Sole
237.55K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares45.48K
TypeSH
Market value$11.55M
1.89%
Sole
45.48K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares51.48K
TypeSH
Market value$11.30M
1.85%
Sole
51.48K
Shared
0.00
None
0.00

CHENIERE ENERGY INC

SOLE
COM NEW
Shares43.77K
TypeSH
Market value$10.46M
1.71%
Sole
43.77K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares31.71K
TypeSH
Market value$10.38M
1.70%
Sole
31.71K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
SHRT TRM CORP BD
Shares130.40K
TypeSH
Market value$10.31M
1.69%
Sole
130.40K
Shared
0.00
None
0.00

VANGUARD BD INDEX FDS

SOLE
LONG TERM BOND
Shares129.73K
TypeSH
Market value$8.94M
1.47%
Sole
129.73K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
GOVT MONE MA ETF
Shares88.56K
TypeSH
Market value$8.92M
1.46%
Sole
88.56K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares21.55K
TypeSH
Market value$7.94M
1.30%
Sole
21.55K
Shared
0.00
None
0.00

MUELLER INDS INC

SOLE
COM
Shares61.28K
TypeSH
Market value$7.53M
1.23%
Sole
61.28K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR SP BIOT
Shares45.83K
TypeSH
Market value$7.25M
1.19%
Sole
45.83K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR P400MID
Shares105.71K
TypeSH
Market value$7.14M
1.17%
Sole
105.71K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares48.58K
TypeSH
Market value$7.12M
1.17%
Sole
48.58K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares24.19K
TypeSH
Market value$7.00M
1.15%
Sole
24.19K
Shared
0.00
None
0.00

ISHARES TR

SOLE
EAFE GRWTH ETF
Shares54.94K
TypeSH
Market value$6.84M
1.12%
Sole
54.94K
Shared
0.00
None
0.00

WISDOMTREE TR

SOLE
EM EX ST-OWNED
Shares136.85K
TypeSH
Market value$6.73M
1.10%
Sole
136.85K
Shared
0.00
None
0.00

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares197.44K
TypeSH
Market value$6.57M
1.08%
Sole
197.44K
Shared
0.00
None
0.00
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