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Portfolio (Quarterly) Guide ↗

RiverGlades Family Offices LLC

· CIK 0001619779
13F Portfolio $170M AUM 87 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 4 New 34 Added 23 Reduced 8 Exited
Page 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LPLA LPL FINL HLDGS INC Financial Services 1,300.0 $391K 0.23% +100.0 +8.3% $300.83 -5.0%
62 XOM EXXON MOBIL CORP Energy 2,125.0 $361K 0.21% -3K -57.3% $169.66 -8.7%
63 AON AON PLC Financial Services 1,100.0 $355K 0.21% +200.0 +22.2% $322.78 +0.6%
64 NVS NOVARTIS AG Healthcare 2,300.0 $351K 0.21% -500.0 -17.9% $152.75 -0.5%
65 VNQ VANGUARD INDEX FDS 3,904.0 $346K 0.20% +55.0 +1.4% $88.70 +9.1%
66 GD GENERAL DYNAMICS CORP Industrials 1,000.0 $343K 0.20% $343.22 -0.1%
67 V VISA INC Financial Services 1,035.0 $313K 0.18% -275.0 -21.0% $302.24 +8.8%
68 XLU SELECT SECTOR SPDR TR 6,815.0 $313K 0.18% +3K +99.0% $45.89 -1.2%
69 SYY SYSCO CORP Consumer Defensive 4,300.0 $307K 0.18% $71.33 +7.0%
70 ETN EATON CORP PLC Industrials 849.0 $304K 0.18% $357.67 +9.4%
71 NTR NUTRIEN LTD Basic Materials 4,000.0 $302K 0.18% $75.46 -7.1%
72 FTDR FRONTDOOR INC Consumer Cyclical 5,500.0 $291K 0.17% +2K +37.5% $52.86 +16.0%
73 AMD ADVANCED MICRO DEVICES INC Technology 1,400.0 $285K 0.17% NEW $203.43 +129.8%
74 CRM SALESFORCE INC Technology 1,525.0 $285K 0.17% $186.67 -3.5%
75 IGIB ISHARES TR 5,185.0 $276K 0.16% -95.0 -1.8% $53.22 -0.7%
76 BERKSHIRE HATHAWAY INC DEL 575.0 $276K 0.16% $479.20
77 UNH UNITEDHEALTH GROUP INC Healthcare 1,000.0 $271K 0.16% -800.0 -44.4% $270.59 +43.6%
78 BSV VANGUARD BD INDEX FDS 3,380.0 $265K 0.16% $78.41 -0.7%
79 BUNGE GLOBAL SA 2,000.0 $254K 0.15% NEW $127.20
80 CTVA CORTEVA INC Basic Materials 3,000.0 $251K 0.15% $83.71 -5.0%
Page 4 of 5  ·  87 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
Financial Services 43.2%
Technology 18.4%
Energy 13.6%
Industrials 6.4%
Communication Services 6.1%
Basic Materials 5.0%
Consumer Cyclical 3.0%
Consumer Defensive 2.6%
Healthcare 1.6%