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CIK: 0001597843
Total reported value
$500.9M
$500.9M
157 檔
26.4%
According to the latest 13F quarterly dataset, Peddock Capital Advisors, LLC managed an equity portfolio of $500.9M at the end of Q1 2025, spanning 157 distinct U.S. exchange-listed positions.
In Q1 2025, Peddock Capital Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.03% | -0.67% | -6.38% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 8.07% | -1.08% | +0.16% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.95% | +0.13% | -2.00% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.05% | +0.37% | -1.48% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.36% | -0.28% | -4.74% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.60% | +0.16% | -1.69% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.60% | -0.18% | -0.21% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.36% | +0.21% | -4.35% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.36% | +0.17% | +0.34% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.01% | +0.03% | -2.08% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.90% | -0.22% | -1.86% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | +0.02% | -1.58% | |
| 13 | MCK | Mckesson CORP | Stock-Healthcare | 1.35% | -0.31% | -1.49% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.32% | +0.14% | -1.36% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.20% | -1.25% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.10% | -0.23% | |
| 17 | FISV | Fiserv Inc | Stock-Other | 1.21% | -0.07% | -1.99% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.19% | -0.07% | -1.85% | |
| 19 | PWR | Quanta Services Inc | Stock-Industrials | 1.13% | +0.24% | -2.35% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.20% | -2.17% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.19% | +0.45% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.93% | -0.08% | -3.81% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.92% | +0.03% | +1.11% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.90% | +0.10% | +3.58% | |
| 25 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.89% | -0.04% | -2.57% | |
| 26 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.88% | -0.09% | +2.76% | |
| 27 | PAVE | Global X US Infrastructure | ETF-Other | 0.85% | +0.08% | -1.27% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | +0.05% | +0.26% | |
| 29 | ALL | Allstate CORP | Stock-Financials | 0.84% | +0.03% | -2.17% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.83% | -0.22% | +3.13% | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.83% | +0.36% | +4.71% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.05% | +1.44% | |
| 33 | ROP | Roper Technologies Inc | Stock-Tech | 0.78% | -0.05% | -1.80% | |
| 34 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.76% | -0.06% | -2.24% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.73% | +0.32% | +1.22% | |
| 36 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.73% | +0.01% | -1.32% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.72% | -0.14% | +0.09% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.18% | -2.68% | |
| 39 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.70% | +0.29% | +3.91% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.68% | +0.05% | +0.25% | |
| 41 | CMI | Cummins Inc | Stock-Industrials | 0.66% | +0.19% | -3.11% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.05% | +0.34% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.62% | +0.04% | -4.84% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.61% | -0.08% | -2.62% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.22% | -2.59% | |
| 46 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.59% | -0.10% | +0.18% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.59% | -0.01% | +0.38% | |
| 48 | COF | Capital One Financial CORP | Stock-Financials | 0.56% | — | -3.07% | |
| 49 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.56% | -0.03% | -3.30% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.08% | -0.62% |
According to official SEC Form 13F filings, Peddock Capital Advisors, LLC reported a total U.S. public equity portfolio value of $500.9M across 157 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, XOM, AAPL) accounted for 26.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $43.6M
During Q1 2025, Peddock Capital Advisors, LLC's top holdings by market value included NVDA (11.0%)、XOM (8.1%)、AAPL (6.0%). The largest single position, NVDA, represented 11.0% of total portfolio value.
In Q1 2025, Peddock Capital Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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