PEDDOCK CAPITAL ADVISORS, LLC

data from 30/09/2025

Capitalization

$ 463.920 M 7.29 %

Average holding period

26 ans

Performance

$ 269.323 M 109.13 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in PEDDOCK CAPITAL ADVISORS, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 15.16% 70.340 M $ 376994 2013/12/31 11.356 M $ 18.10 %
2025/09/30 XOM EXXON MOBIL CORP 6.51% 30.211 M $ 267950 2013/12/31 1.326 M $ 4.59 %
2025/09/30 AAPL APPLE INC 5.68% 26.339 M $ 103441 2013/12/31 5.200 M $ 24.11 %
2025/09/30 IVV ISHARES TR 5.32% 24.675 M $ 36868 2013/12/31 1.756 M $ 7.80 %
2025/09/30 AGG ISHARES TR 2.96% 13.726 M $ 136918 2014/12/31 143.081 K $ 1.06 %
2025/09/30 VB VANGUARD INDEX FDS 2.45% 11.353 M $ 44648 2013/12/31 770.663 K $ 7.30 %
2025/09/30 SPY SPDR S&P 500 ETF TR 2.39% 11.080 M $ 16633 2016/09/30 803.051 K $ 7.82 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 2.22% 10.305 M $ 17289 2021/03/31 506.368 K $ 5.22 %
2025/09/30 CVX CHEVRON CORP NEW 2.06% 9.542 M $ 61444 2013/12/31 744.767 K $ 8.45 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 1.92% 8.924 M $ 47043 2018/06/30 372.822 K $ 4.38 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.83% 8.470 M $ 26852 2013/12/31 714.381 K $ 8.80 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 1.80% 8.347 M $ 104435 2014/12/31 44.222 K $ 0.54 %
2025/09/30 GOOGL ALPHABET INC 1.72% 7.990 M $ 32869 2017/06/30 2.242 M $ 37.94 %
2025/09/30 PWR QUANTA SVCS INC 1.54% 7.141 M $ 17230 2016/12/31 637.476 K $ 9.61 %
2025/09/30 QUAL ISHARES TR 1.51% 7.016 M $ 36073 2021/03/31 411.918 K $ 6.39 %
2025/09/30 MSFT MICROSOFT CORP 1.41% 6.535 M $ 12616 2016/09/30 268.047 K $ 4.13 %
2025/09/30 IWM ISHARES TR 1.30% 6.044 M $ 24979 2013/12/31 664.770 K $ 12.13 %
2025/09/30 MCK MCKESSON CORP 1.29% 5.968 M $ 7725 2013/12/31 312.275 K $ 5.43 %
2025/09/30 GLD SPDR GOLD TR 1.26% 5.835 M $ 16416 2020/09/30 836.572 K $ 16.61 %
2025/09/30 MA MASTERCARD INCORPORATED 1.05% 4.885 M $ 8588 2016/03/31 59.123 K $ 1.22 %
2025/09/30 WMT WALMART INC 1.03% 4.770 M $ 46280 2013/12/31 249.717 K $ 5.40 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.98% 4.538 M $ 16099 2015/09/30 447.687 K $ 11.31 %
2025/09/30 PAVE GLOBAL X FDS 0.97% 4.523 M $ 94957 2021/03/31 376.763 K $ 9.29 %
2025/09/30 MTUM ISHARES TR 0.96% 4.458 M $ 17383 2021/03/31 269.564 K $ 6.71 %
2025/09/30 AVGO BROADCOM INC 0.93% 4.331 M $ 13129 2022/03/31 710.209 K $ 19.68 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.91% 4.216 M $ 78266 2016/09/30 113.833 K $ 2.86 %
2025/09/30 QQQ INVESCO QQQ TR 0.88% 4.077 M $ 6790 2018/06/30 300.079 K $ 8.83 %
2025/09/30 BAC BANK AMERICA CORP 0.86% 4.009 M $ 77715 2013/12/31 338.961 K $ 9.02 %
2025/09/30 LLY ELI LILLY & CO 0.84% 3.910 M $ 5124 2013/12/31 -84.699 K $ -2.12 %
2025/09/30 AMZN AMAZON COM INC 0.81% 3.757 M $ 17110 2016/09/30 3.144 K $ 0.08 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.78% 3.597 M $ 7417 2013/12/31 588.903 K $ 19.62 %
2025/09/30 IWF ISHARES TR 0.75% 3.487 M $ 7445 2013/12/31 321.142 K $ 10.32 %
2025/09/30 VLUE ISHARES TR 0.74% 3.423 M $ 27376 2023/03/31 305.602 K $ 10.46 %
2025/09/30 CMI CUMMINS INC 0.74% 3.414 M $ 8082 2019/03/31 775.657 K $ 28.97 %
2025/09/30 ALL ALLSTATE CORP 0.73% 3.404 M $ 15857 2013/12/31 212.319 K $ 6.63 %
2025/09/30 KLAC KLA CORP 0.69% 3.187 M $ 2955 2020/09/30 556.991 K $ 20.42 %
2025/09/30 DRI DARDEN RESTAURANTS INC 0.69% 3.186 M $ 16738 2014/03/31 -468.541 K $ -12.67 %
2025/09/30 PEG PUBLIC SVC ENTERPRISE GRP IN 0.66% 3.050 M $ 36549 2013/12/31 -26.694 K $ -0.86 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.64% 2.955 M $ 10583 2013/12/31 127.055 K $ 4.37 %
2025/09/30 FI FISERV INC 0.61% 2.818 M $ 21859 2013/12/31 -961.821 K $ -25.22 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.59% 2.728 M $ 9668 2016/09/30 -124.218 K $ -4.28 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.58% 2.684 M $ 5381 2013/12/31 -364.261 K $ -12.02 %
2025/09/30 STZ CONSTELLATION BRANDS INC 0.57% 2.648 M $ 19660 2013/12/31 -590.534 K $ -17.22 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.56% 2.602 M $ 12242 2013/12/31 -2.205 K $ -0.08 %
2025/09/30 LOW LOWES COS INC 0.56% 2.576 M $ 10251 2013/12/31 307.559 K $ 13.27 %
2025/09/30 MCD MCDONALDS CORP 0.55% 2.551 M $ 8396 2013/12/31 101.354 K $ 4.01 %
2025/09/30 CSCO CISCO SYS INC 0.54% 2.500 M $ 36536 2013/12/31 -36.355 K $ -1.38 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.49% 2.252 M $ 14657 2013/12/31 -83.105 K $ -3.56 %
2025/09/30 META META PLATFORMS INC 0.48% 2.246 M $ 3058 2016/09/30 -11.679 K $ -0.50 %
2025/09/30 AMP AMERIPRISE FINL INC 0.47% 2.198 M $ 4475 2014/06/30 -194.558 K $ -7.96 %
2025/09/30 KO COCA COLA CO 0.46% 2.150 M $ 32417 2013/12/31 -143.607 K $ -6.26 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.46% 2.116 M $ 24261 2025/06/30 110.117 K $ 6.80 %
2025/09/30 GILD GILEAD SCIENCES INC 0.43% 2.013 M $ 18134 2013/12/31 2.357 K $ 0.12 %
2025/09/30 IWB ISHARES TR 0.42% 1.930 M $ 5281 2021/03/31 133.255 K $ 7.63 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.40% 1.836 M $ 9902 2013/12/31 323.498 K $ 21.39 %
2025/09/30 BKLN INVESCO EXCH TRADED FD TR II 0.39% 1.797 M $ 85836 2021/03/31 853.000 $ 0.05 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.37% 1.697 M $ 38616 2013/12/31 26.360 K $ 1.57 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.37% 1.694 M $ 18961 2021/12/31 84.407 K $ 5.34 %
2025/09/30 SYK STRYKER CORPORATION 0.35% 1.616 M $ 4370 2020/06/30 -118.351 K $ -6.56 %
2025/09/30 DTE DTE ENERGY CO 0.35% 1.601 M $ 11324 2014/03/31 98.158 K $ 6.77 %
2025/09/30 MMM 3M CO 0.34% 1.573 M $ 10137 2013/12/31 28.100 K $ 1.93 %
2025/09/30 GOOG ALPHABET INC 0.34% 1.571 M $ 6450 2017/06/30 415.021 K $ 37.29 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.34% 1.561 M $ 1686 2016/09/30 -107.140 K $ -6.50 %
2025/09/30 UNP UNION PAC CORP 0.31% 1.457 M $ 6164 2014/03/31 37.500 K $ 2.73 %
2025/09/30 AIRR FIRST TR EXCHANGE TRADED FD 0.30% 1.386 M $ 14334 2024/12/31 209.870 K $ 18.77 %
2025/09/30 VLO VALERO ENERGY CORP 0.29% 1.349 M $ 7924 2016/03/31 297.758 K $ 26.66 %
2025/09/30 USMV ISHARES TR 0.29% 1.338 M $ 14061 2021/03/31 17.857 K $ 1.35 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.28% 1.309 M $ 3103 2020/03/31 -48.837 K $ -3.53 %
2025/09/30 VIRT VIRTU FINL INC 0.27% 1.254 M $ 35335 2023/12/31 -300.001 K $ -20.74 %
2025/09/30 ACA ARCOSA INC 0.27% 1.251 M $ 13349 2023/03/31 91.105 K $ 8.07 %
2025/09/30 LNG CHENIERE ENERGY INC 0.26% 1.200 M $ 5105 2022/09/30 -43.425 K $ -3.51 %
2025/09/30 SNPS SYNOPSYS INC 0.26% 1.185 M $ 2401 2016/09/30 -46.064 K $ -3.76 %
2025/09/30 URI UNITED RENTALS INC 0.25% 1.148 M $ 1203 2023/06/30 240.304 K $ 26.71 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.25% 1.137 M $ 3335 2021/12/31 164.548 K $ 16.92 %
2025/09/30 TSN TYSON FOODS INC 0.24% 1.127 M $ 20764 2014/12/31 -34.689 K $ -2.93 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.23% 1.062 M $ 10843 2024/06/30 51.145 K $ 5.01 %
2025/09/30 DHR DANAHER CORPORATION 0.23% 1.048 M $ 5286 2014/03/31 3.824 K $ 0.36 %
2025/09/30 IGIB ISHARES TR 0.22% 1.028 M $ 19013 2021/03/31 15.210 K $ 1.50 %
2025/09/30 MET METLIFE INC 0.22% 1.013 M $ 12295 2022/03/31 23.975 K $ 2.42 %
2025/09/30 RTX RTX CORPORATION 0.20% 934.873 K $ 5587 2020/06/30 119.058 K $ 14.59 %
2025/09/30 TGT TARGET CORP 0.20% 914.528 K $ 10195 2013/12/31 -109.028 K $ -9.07 %
2025/09/30 PFE PFIZER INC 0.20% 911.929 K $ 35790 2013/12/31 44.901 K $ 5.12 %
2025/09/30 ZTS ZOETIS INC 0.19% 886.971 K $ 6062 2017/06/30 -73.370 K $ -6.18 %
2025/09/30 T AT&T INC 0.18% 817.435 K $ 28946 2022/12/31 -20.262 K $ -2.42 %
2025/09/30 ECL ECOLAB INC 0.17% 802.200 K $ 2929 2016/03/31 13.012 K $ 1.64 %
2025/09/30 HPQ HP INC 0.17% 789.369 K $ 28989 2017/06/30 82.105 K $ 11.32 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.17% 779.063 K $ 6925 2022/12/31 60.524 K $ 8.42 %
2025/09/30 MRK MERCK & CO INC 0.16% 757.804 K $ 9029 2017/06/30 45.501 K $ 6.03 %
2025/09/30 CF CF INDS HLDGS INC 0.16% 756.274 K $ 8431 2014/09/30 -19.382 K $ -2.50 %
2025/09/30 HII HUNTINGTON INGALLS INDS INC 0.16% 753.744 K $ 2618 2025/06/30 92.900 K $ 19.24 %
2025/09/30 TSLA TESLA INC 0.16% 749.029 K $ 1684 2020/12/31 164.796 K $ 39.99 %
2025/09/30 WCC WESCO INTL INC 0.16% 732.261 K $ 3462 2024/12/31 85.264 K $ 14.20 %
2025/09/30 MCHP MICROCHIP TECHNOLOGY INC. 0.15% 710.787 K $ 11068 2013/12/31 -68.068 K $ -8.74 %
2025/09/30 ORCL ORACLE CORP 0.14% 659.196 K $ 2344 2022/12/31 146.757 K $ 28.64 %
2025/09/30 ABBV ABBVIE INC 0.14% 644.726 K $ 2785 2014/12/31 126.831 K $ 24.73 %
2025/09/30 NVO NOVO-NORDISK A S 0.14% 638.012 K $ 11498 2023/06/30 -171.763 K $ -19.60 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.13% 615.354 K $ 1224 2017/06/30 20.771 K $ 3.49 %
2025/09/30 DIS DISNEY WALT CO 0.13% 606.529 K $ 5297 2013/12/31 -50.203 K $ -7.67 %
2025/09/30 TXN TEXAS INSTRS INC 0.13% 597.306 K $ 3251 2022/03/31 -77.666 K $ -11.51 %
2025/09/30 APTV APTIV PLC 0.12% 577.475 K $ 6698 2025/03/31 116.262 K $ 26.39 %