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CIK: 0001597843
Total reported value
$500.9M
$500.9M
160 檔
34.2%
At the close of Q4 2025, Peddock Capital Advisors, LLC disclosed equity holdings valued at approximately $500.9M, spread across 160 reported holdings.
Peddock Capital Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 4 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 14.15% | -0.67% | -3.93% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 6.77% | -1.08% | +0.29% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.87% | +0.13% | -0.34% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.63% | +0.37% | +6.39% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.46% | -0.28% | +20.63% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 2.54% | +0.21% | +5.33% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.47% | +0.16% | +13.22% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.38% | -0.22% | +36.43% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.36% | +0.17% | -0.60% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.10% | +0.20% | -2.39% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.96% | -0.18% | -0.24% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | +0.02% | -1.44% | |
| 13 | PWR | Quanta Services Inc | Stock-Industrials | 1.49% | +0.24% | -1.95% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.49% | +0.03% | -21.13% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.45% | +0.10% | -3.43% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.32% | +0.14% | +2.65% | |
| 17 | MCK | Mckesson CORP | Stock-Healthcare | 1.32% | -0.31% | -0.71% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.10% | -0.13% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.27% | -0.22% | -6.48% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | +0.19% | — | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.05% | +0.36% | +14.74% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.04% | -0.20% | -4.14% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.02% | -0.07% | -0.24% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.93% | -0.08% | +2.75% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.91% | +0.32% | +86.58% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.89% | +0.05% | -0.35% | |
| 27 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.88% | +0.29% | +12.15% | |
| 28 | PAVE | Global X US Infrastructure | ETF-Other | 0.87% | +0.08% | -8.61% | |
| 29 | CMI | Cummins Inc | Stock-Industrials | 0.85% | +0.19% | -1.41% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.05% | +2.64% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | +0.18% | -4.33% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.08% | -17.24% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.77% | +0.05% | +4.82% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.74% | +0.78% | -1.66% | |
| 35 | ALL | Allstate CORP | Stock-Financials | 0.69% | +0.03% | -0.22% | |
| 36 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.65% | -0.04% | +0.59% | |
| 37 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.65% | +0.01% | +0.45% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.64% | +0.03% | -28.45% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.64% | -0.07% | +193.39% | |
| 40 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.62% | -0.06% | +0.51% | |
| 41 | COF | Capital One Financial CORP | Stock-Financials | 0.61% | — | -2.64% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | +0.04% | +0.14% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.22% | -0.57% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.14% | — | |
| 45 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.52% | -0.05% | +37.42% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.51% | -0.08% | -2.31% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | -0.01% | — | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.47% | -0.10% | +0.68% | |
| 49 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.46% | -0.09% | -18.59% | |
| 50 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.44% | -0.03% | -3.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +0.6% | +36.43% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.5% | +20.63% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.39% | Trim |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.3% | +6.39% | Add |
| 5 | LLY | Eli Lilly & Co | +0.3% | — | Unchanged |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +0.29% | Add |
| 7 | MDY | State Street Spdr S&p Midcap | +0.3% | +13.22% | Add |
| 8 | AAPL | Apple Inc | +0.2% | -0.34% | Trim |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +193.39% | Add |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.2% | +2.75% | Add |
| 11 | VLUE | Ishares Msci USA Value Facto | +0.1% | +12.15% | Add |
| 12 | BKLN | Invesco Senior Loan ETF | +0.1% | +37.42% | Add |
| 13 | CMI | Cummins Inc | +0.1% | -1.41% | Trim |
| 14 | VB | Vanguard Small-cap ETF | +0.1% | +5.33% | Add |
| 15 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +14.74% | Add |
| 16 | AMRZ | Amrize Ltd | +0.1% | +62.28% | Add |
| 17 | HII | Huntington Ingalls Industrie | +0.1% | +21.05% | Add |
| 18 | KLAC | Kla CORP | +0.1% | -1.66% | Trim |
| 19 | DHR | Danaher CORP | +0.1% | +11.67% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | -0.57% | Trim |
| 21 | COF | Capital One Financial CORP | +0.1% | -2.64% | Trim |
| 22 | AMZN | Amazon.com Inc | 0% | +2.64% | Add |
| 23 | MCK | Mckesson CORP | 0% | -0.71% | Trim |
| 24 | BAC | Bank Of America CORP | 0% | -0.35% | Trim |
| 25 | IWM | Ishares Russell 2000 ETF | 0% | +2.65% | Add |
| 26 | GLD | Spdr Gold Shares | 0% | -6.48% | Trim |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | -0.1% | -21.90% | Trim |
| 28 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | -0.1% | -50.90% | Trim |
| 29 | HPQ | Hp Inc | -0.1% | -27.68% | Trim |
| 30 | VIRT | Virtu Financial Inc-class A | -0.1% | -17.65% | Trim |
| 31 | XLE | Ss Energy Select Sector | -0.1% | +69.75% | Add |
| 32 | PAVE | Global X US Infrastructure | -0.1% | -8.61% | Trim |
| 33 | STZ | Constellation Brands Inc-a | -0.1% | -18.59% | Trim |
| 34 | ZTS | Zoetis Inc | -0.1% | -65.41% | Trim |
| 35 | MSFT | Microsoft CORP | -0.1% | -0.13% | Trim |
| 36 | ROP | Roper Technologies Inc | -0.1% | -11.95% | Trim |
| 37 | AVGO | Broadcom Inc | -0.1% | -17.24% | Trim |
| 38 | XLF | Ss Financial Select Sector | -0.3% | -28.45% | Trim |
| 39 | FISV | Fiserv Inc | -0.4% | -22.91% | Trim |
| 40 | RSP | Invesco S&p 500 Equal Weight | -0.4% | -21.13% | Trim |
| 41 | NVDA | Nvidia CORP | -1% | -3.93% | Trim |
| 42 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 43 | IHI | Ishares U.s. Medical Devices | — | NEW | New buy |
| 44 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 45 | ZBH | Zimmer Biomet Holdings Inc | — | EXIT | Sold out |
| 46 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 47 | SRLN | Ss Blackstone Sr Loan ETF | — | EXIT | Sold out |
| 48 | MPLX | Mplx LP | — | NEW | New buy |
| 49 | LYB | LyondellBasell Industries N.V. | — | EXIT | Sold out |
| 50 | AMD | Advanced Micro Devices | — | NEW | New buy |
According to official SEC Form 13F filings, Peddock Capital Advisors, LLC reported a total U.S. public equity portfolio value of $500.9M across 160 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, XOM, AAPL) accounted for 34.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
VNQ
市值: $1.2M
Top Position Liquidated / Trimmed
NVO
前期市值: $638.0K
During Q4 2025, Peddock Capital Advisors, LLC's top holdings by market value included NVDA (14.2%)、XOM (6.8%)、AAPL (5.9%). The largest single position, NVDA, represented 14.2% of total portfolio value.
In Q4 2025, Peddock Capital Advisors, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 17 positions, trimming 23 holdings, and fully liquidating 4 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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