Addis & Hill
Latest statistics and disclosures from Addis & Hill's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, VTI, VPL, VO, AGG, and represent 72.57% of Addis & Hill's stock portfolio.
- Added to shares of these 10 stocks: NMRA, FBIN, CEG, EXC, TXN, IWM, RWO, VWO, KMI, VO.
- Started 5 new stock positions in EXC, FBIN, TXN, NMRA, CEG.
- Reduced shares in these 9 stocks: VTI, VEU, VV, PEP, AGG, VCIT, VGK, VGSH, VPL.
- Sold out of its position in PEP.
- Addis & Hill was a net buyer of stock by $3.5M.
- Addis & Hill has $117M in assets under management (AUM), dropping by 4.17%.
- Central Index Key (CIK): 0002016470
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Addis & Hill holds 27 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Addis & Hill
SEC 13F filings are viewable for Addis & Hill going back to 2023
- Addis & Hill 2024 Q1 filed April 23, 2024
- Addis & Hill 2023 Q4 filed March 21, 2024