Holdings of Addis & Hill, Inc
27 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 91.4 % of the equity sleeve
Sector breakdown
- Funds 2.9 %
- Energy 2.2 %
- Utilities 0.9 %
- Technology 0.2 %
- Unattributed 93.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 27 | 164.4M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard Large-Cap ETF | 211,235 | 63.1M $ | |
| 2 | Vanguard Total Stock Market ETF | 62,338 | 20M $ | |
| 3 | Vanguard FTSE Pacific ETF | 193,969 | 19M $ | |
| 4 | Vanguard Mid-Cap ETF | 37,516 | 10.8M $ | |
| 5 | iShares Core U.S. Aggregate Bond ETF | 87,415 | 8.7M $ | |
| 6 | Vanguard FTSE Europe ETF | 82,058 | 6.8M $ | |
| 7 | State Street SPDR Dow Jones Global Real Estate ETF | 147,371 | 6.7M $ | |
| 8 | Vanguard International Equity Index Funds | 98,565 | 5.3M $ | |
| 9 | Vanguard FTSE All-World ex-US ETF | 67,828 | 5.1M $ | |
| 10 | iShares Russell 2000 ETF | 19,434 | 4.8M $ | |
| 11 | Vanguard Intermediate-Term Corporate Bond ETF | 30,508 | 2.5M $ | |
| 12 | Energy Transfer LP | 75,658 | 1.5M $ | |
| 13 | Targa Resources Corp | 5,473 | 1.4M $ | |
| 14 | Constellation Energy Corp. | 3,416 | 953.9K $ | |
| 15 | Vanguard Scottsdale Funds | 14,892 | 871.8K $ | |
| 16 | Williams Cos Inc/The | 11,978 | 871.8K $ | |
| 17 | Archrock Inc | 23,153 | 805.7K $ | |
| 18 | Enterprise Products Partners LP | 20,691 | 782.9K $ | |
| 19 | Kinder Morgan, Inc. | 22,598 | 757.7K $ | |
| 20 | MPLX LP | 12,150 | 693.4K $ | |
| 21 | ONEOK Inc | 7,601 | 687.1K $ | |
| 22 | Exelon Corp | 9,884 | 484.5K $ | |
| 23 | Vanguard Total World Stock ETF | 3,408 | 471.3K $ | |
| 24 | SPDR SERIES TRUST | 4,899 | 463.3K $ | |
| 25 | Fortune Brands Innovations Inc | 8,858 | 345.2K $ | |
| 26 | Neumora Therapeutics Inc | 163,386 | 318.6K $ | |
| 27 | Texas Instruments Inc | 1,534 | 297.8K $ | |