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Portfolio (Quarterly) Guide ↗

VIKING FUND MANAGEMENT LLC

· CIK 0001169069
13F Portfolio $1.1B AUM 146 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 28 Added 20 Reduced 8 Exited
Page 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BHP BHP GROUP-ADR Basic Materials 3,000.0 $250K 0.02% -2K -40.0% $83.31 +10.8%
142 D DOMINION ENERGY INC Utilities 3,500.0 $239K 0.02% $68.29 +0.0%
143 DIVERSIFIED ENERGY COMPANY 15,000.0 $208K 0.02% $13.86
144 BKE THE BUCKLE INC Consumer Cyclical 4,000.0 $169K 0.01% -4K -50.0% $42.20 +2.4%
145 LYB LYONDELLBASELL-A Basic Materials 3,000.0 $158K 0.01% -3K -50.0% $52.65 +25.5%
146 SIGA SIGA TECH INC Healthcare 40,000.0 $146K 0.01% NEW $3.64 -14.6%
Page 8 of 8  ·  146 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 21.4%
Technology 21.3%
Financial Services 14.1%
Consumer Defensive 10.8%
Healthcare 10.2%
Utilities 7.5%
Consumer Cyclical 5.0%
Industrials 4.6%
Communication Services 3.6%
Basic Materials 1.5%