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 74.62% of Addis & Hill's stock portfolio.
- Added to shares of these 10 stocks: VPL, AGG, RWO, VWO, VV, VGK, VO, IWM, VEU, VCIT.
- Reduced shares in these 7 stocks: , CEG, VTI, , TXN, NMRA, SLYV.
- Sold out of its positions in CEG, EXC, FBIN, TXN.
- Addis & Hill was a net buyer of stock by $589k.
- Addis & Hill has $120M in assets under management (AUM), dropping by 2.36%.
- Central Index Key (CIK): 0002016470
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Portfolio Holdings for Addis & Hill
Addis & Hill holds 23 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Past Filings by Addis & Hill
SEC 13F filings are viewable for Addis & Hill going back to 2023
- Addis & Hill 2024 Q2 filed July 18, 2024
- Addis & Hill 2024 Q1 filed April 23, 2024
- Addis & Hill 2023 Q4 filed March 21, 2024