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Portfolio (Quarterly) Guide ↗

SILVER OAK SECURITIES, INCORPORATED

· CIK 0001080576
13F Portfolio $1.4B AUM 781 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New 301 Added 330 Reduced 96 Exited
Page 33 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 UNP UNION PAC CORP Industrials 1,110.0 $269K 0.02% -10.0 -0.9% $242.67 +22.2%
642 SHOP SHOPIFY INC Technology 2,266.0 $269K 0.02% -267.0 -10.5% $118.62 +6.3%
643 FPF FIRST TR INTER DURATN PFD & Financial Services 15,152.0 $267K 0.02% +2K +12.4% $17.63 +2.2%
644 RNP COHEN & STEERS REIT & PFD & Financial Services 13,503.0 $267K 0.02% $19.76 +4.1%
645 IYF ISHARES TR 2,264.0 $266K 0.02% $117.67 +12.9%
646 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 31,494.0 $266K 0.02% $8.45 +6.7%
647 ELFY ALPS ETF TR 6,746.0 $265K 0.02% NEW $39.34 +5.1%
648 MAR MARRIOTT INTL INC NEW Consumer Cyclical 806.0 $264K 0.02% +26.0 +3.3% $327.07 +11.9%
649 HCA HCA HEALTHCARE INC Healthcare 557.0 $264K 0.02% +4.0 +0.7% $473.24 -21.8%
650 SHEL SHELL PLC Energy 2,774.0 $258K 0.02% -596.0 -17.7% $93.01 -7.2%
651 LHX L3HARRIS TECHNOLOGIES INC Industrials 747.0 $258K 0.02% NEW $345.30 -18.1%
652 FXI ISHARES TR 7,181.0 $258K 0.02% $35.90 -2.3%
653 PZZA PAPA JOHNS INTL INC Consumer Cyclical 7,953.0 $258K 0.02% +600.0 +8.2% $32.41 +2.7%
654 DFGX DIMENSIONAL ETF TRUST 4,911.0 $258K 0.02% +120.0 +2.5% $52.45 +1.1%
655 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 885.0 $257K 0.02% -36.0 -3.9% $290.53 +2.1%
656 FIRST TR EXCHANGE-TRADED FD 9,619.0 $255K 0.02% +705.0 +7.9% $26.56
657 TMO THERMO FISHER SCIENTIFIC INC Healthcare 517.0 $254K 0.02% -8.0 -1.5% $491.82 +7.3%
658 CVS CVS HEALTH CORP Healthcare 3,528.0 $253K 0.02% -686.0 -16.3% $71.81 +49.7%
659 FELC FIDELITY COVINGTON TRUST 6,981.0 $253K 0.02% +547.0 +8.5% $36.27 +16.0%
660 XLI SELECT SECTOR SPDR TR 1,562.0 $253K 0.02% -5K -77.3% $161.76 +10.1%
Page 33 of 40  ·  781 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.4%
Financial Services 23.1%
Industrials 11.9%
Consumer Cyclical 7.3%
Communication Services 6.3%
Consumer Defensive 5.8%
Healthcare 5.3%
Energy 5.0%
Utilities 3.1%
Real Estate 2.0%