Peddock Capital Advisors, LLC
Peddock Capital Advisors, LLC is an independent registered investment adviser based in Braintree, Massachusetts. The firm was founded in 2011 and serves primarily individuals—including high net worth individuals—and select institutional clients. With approximately 6 employees, Peddock Capital focuses on providing portfolio management and customized investment advisory services. Their regulatory filings and AUM indicate a boutique scale firm catering to personalized investment needs.
Investment Strategy
Peddock Capital Advisors, LLC offers discretionary and non-discretionary portfolio management, centering on diversified holdings across equities and fixed income. The firm manages high-conviction portfolios with attention to risk-adjusted returns for both individuals and institutions. Peddock Capital employs fundamental research and tailors allocation strategies to client objectives, with an emphasis on long-term asset growth and capital preservation. Their 13F filings reflect sizable allocations to leading U.S. equities and ETFs, indicating a strategy rooted in growth and stability.
Top Holdings
Equity Positions (160)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 15.16% | $70.3M | 376,994 | $15.00 | $186.58 | +$7.6M |
X XOM | EXXON MOBIL CORP | 6.51% | $30.2M | 267,950 | $94.48 | $112.75 | +$1.3M |
A AAPL | APPLE INC | 5.68% | $26.3M | 103,441 | $60.51 | $254.63 | +$4.8M |
I IVV | ISHARES TR | 5.32% | $24.7M | 36,868 | $330.38 | $669.30 | +$2.2M |
A AGG | ISHARES TR | 2.96% | $13.7M | 136,918 | $103.71 | $100.25 | +$208.3K |