ADDISON CAPITAL CO

PrivateCIK: 1581465
Location

CONSHOHOCKEN, PA

182
Positions
$562.18M
Total AUM (reported)
6.47M
Total Shares

Allocation by class

TOTAL AUM$562.18M182 positions
COM$141.73M25.2%
TR UNIT$45.64M8.1%
TOTAL BND MRKT$38.09M6.8%
TT WRLD ST ETF$25.60M4.6%
CAP STK CL A$17.22M3.1%
ACTIVE BD ETF$17.07M3.0%
STATE STREET SPD$16.83M3.0%

Portfolio Concentration

Top 319.4%4–1018.5%11–2520.8%Rest41.3%TOP 1037.9%0%100%
Top 3$109.33M19.4%
4–10$103.87M18.5%
11–25$116.95M20.8%
Rest$232.03M41.3%

Top 3 weight

19.4%

Top 10 weight

37.9%

Voting Authority Distribution

Total shares with voting rights: 6.47M

Sole

Full voting authority

6.47M

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)

Sole182
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings182
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares70.18K
TypeSH
Market value$45.64M
8.12%
Sole
70.18K
Shared
0.00
None
0.00

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares517.20K
TypeSH
Market value$38.09M
6.77%
Sole
517.20K
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

SOLE
TT WRLD ST ETF
Shares185.08K
TypeSH
Market value$25.60M
4.55%
Sole
185.08K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares59.88K
TypeSH
Market value$17.22M
3.06%
Sole
59.88K
Shared
0.00
None
0.00

PIMCO ETF TR

SOLE
ACTIVE BD ETF
Shares184.93K
TypeSH
Market value$17.07M
3.04%
Sole
184.93K
Shared
0.00
None
0.00

PGIM ETF TR

SOLE
AAA CLO ETF
Shares327.95K
TypeSH
Market value$16.78M
2.99%
Sole
327.95K
Shared
0.00
None
0.00

PIMCO ETF TR

SOLE
ENHAN SHRT MA AC
Shares154.70K
TypeSH
Market value$15.56M
2.77%
Sole
154.70K
Shared
0.00
None
0.00

ISHARES TR

SOLE
US TREAS BD ETF
Shares577.01K
TypeSH
Market value$13.22M
2.35%
Sole
577.01K
Shared
0.00
None
0.00

CHENIERE ENERGY INC

SOLE
COM NEW
Shares43.63K
TypeSH
Market value$12.38M
2.20%
Sole
43.63K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HENDERSON SECURI
Shares225.92K
TypeSH
Market value$11.65M
2.07%
Sole
225.92K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares45.77K
TypeSH
Market value$11.19M
1.99%
Sole
45.77K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
SHRT TRM CORP BD
Shares131.12K
TypeSH
Market value$10.39M
1.85%
Sole
131.12K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares49.95K
TypeSH
Market value$9.58M
1.70%
Sole
49.95K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares21.45K
TypeSH
Market value$9.23M
1.64%
Sole
21.45K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares30.93K
TypeSH
Market value$9.10M
1.62%
Sole
30.93K
Shared
0.00
None
0.00

VANGUARD BD INDEX FDS

SOLE
LONG TERM BOND
Shares125.39K
TypeSH
Market value$8.62M
1.53%
Sole
125.39K
Shared
0.00
None
0.00

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares196.40K
TypeSH
Market value$7.55M
1.34%
Sole
196.40K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares48.78K
TypeSH
Market value$7.18M
1.28%
Sole
48.78K
Shared
0.00
None
0.00

MUELLER INDS INC

SOLE
COM
Shares60.80K
TypeSH
Market value$6.74M
1.20%
Sole
60.80K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
GOVERNMENT MONEY
Shares65.97K
TypeSH
Market value$6.64M
1.18%
Sole
65.97K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares45.60K
TypeSH
Market value$6.59M
1.17%
Sole
45.60K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares16.98K
TypeSH
Market value$6.28M
1.12%
Sole
16.98K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares102.97K
TypeSH
Market value$6.10M
1.08%
Sole
102.97K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares23.23K
TypeSH
Market value$5.89M
1.05%
Sole
23.23K
Shared
0.00
None
0.00

ISHARES TR

SOLE
EAFE GRWTH ETF
Shares52.66K
TypeSH
Market value$5.86M
1.04%
Sole
52.66K
Shared
0.00
None
0.00
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