Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Addis & Hill, Inc 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Addis & Hill, Inc (CIK 2016470) reported $164.4M across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($63.1M, 38.39%), VTI ($20.0M, 12.16%), VPL ($19.0M, 11.53%), VO ($10.8M, 6.55%), AGG ($8.7M, 5.28%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VVVANGUARD INDEX FDS$63.1M38.39%211,235Added
2VTIVANGUARD INDEX FDS$20.0M12.16%62,338Trimmed
3VPLVANGUARD INTL EQUITY INDEX F$19.0M11.53%193,969Added
4VOVANGUARD INDEX FDS$10.8M6.55%37,516Added
5AGGISHARES TR$8.7M5.28%87,415Trimmed
6VGKVANGUARD INTL EQUITY INDEX F$6.8M4.11%82,058Added
7RWOSPDR INDEX SHS FDS$6.7M4.10%147,371Added
8VWOVANGUARD INTL EQUITY INDEX F$5.3M3.24%98,565Added
9VEUVANGUARD INTL EQUITY INDEX F$5.1M3.10%67,828Added
10IWMISHARES TR$4.8M2.93%19,434Added
11VCITVANGUARD SCOTTSDALE FDS$2.5M1.54%30,508Added
12ETENERGY TRANSFER L P$1.5M0.89%75,658Trimmed
13TRGPTARGA RES CORP$1.4M0.83%5,473Trimmed
14CEGCONSTELLATION ENERGY CORP$953,9180.58%3,416Hold
15WMBWILLIAMS COS INC$871,7590.53%11,978Trimmed
16VGSHVANGUARD SCOTTSDALE FDS$871,7590.53%14,892Trimmed
17AROCARCHROCK INC$805,7250.49%23,153Trimmed
18EPDENTERPRISE PRODS PARTNERS L$782,9480.48%20,691Trimmed
19KMIKINDER MORGAN INC DEL$757,7110.46%22,598Trimmed
20MPLXMPLX LP$693,4010.42%12,150Trimmed
21OKEONEOK INC NEW$687,0550.42%7,601Trimmed
22EXCEXELON CORP$484,5140.29%9,884Hold
23VTVANGUARD INTL EQUITY INDEX F$471,3260.29%3,408Trimmed
24SLYVSPDR SERIES TRUST$463,3480.28%4,899Hold
25FBINFORTUNE BRANDS INNOVATIONS I$345,1970.21%8,858Hold

Source: SEC Form 13F filings · as of 2026-03-31