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Portfolio (Quarterly) Guide ↗

VIKING FUND MANAGEMENT LLC

· CIK 0001169069
13F Portfolio $975.6B AUM 142 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 32 Added 29 Reduced 11 Exited
Page 8 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CALM CAL-MAINE FOODS Consumer Defensive 3,000.0 $237K 0.02% $79.15 -2.7%
142 D DOMINION ENERGY INC Utilities 3,500.0 $216K 0.02% $61.82 +10.2%
Page 8 of 8  ·  142 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
Energy 25.9%
Technology 16.6%
Financial Services 13.7%
Consumer Defensive 11.2%
Healthcare 9.8%
Utilities 8.0%
Consumer Cyclical 4.8%
Industrials 4.8%
Communication Services 4.4%
Basic Materials 1.0%