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Portfolio (Quarterly) Guide ↗

CROBAN

· CIK 0001694663
13F Portfolio $213M AUM 73 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 47 Added 16 Reduced 11 Exited
Page 3 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN AMGEN INC Healthcare 3,984.0 $1.4M 0.66% +24.0 +0.6% $351.82 -4.5%
42 BUNGE GLOBAL SA 10,772.0 $1.4M 0.65% +228.0 +2.2% $127.20
43 MSFT MICROSOFT CORP Technology 3,595.0 $1.3M 0.63% +122.0 +3.5% $370.14 +11.5%
44 NIM NUVEEN SELECT MAT MUN FD Financial Services 137,216.0 $1.3M 0.61% +14K +11.8% $9.45 -1.1%
45 JMUB J P MORGAN EXCHANGE TRADED F 25,883.0 $1.3M 0.61% +9K +56.4% $49.99 +0.6%
46 THG HANOVER INS GROUP INC Financial Services 7,173.0 $1.2M 0.58% +474.0 +7.1% $173.34 +10.6%
47 MTB M & T BK CORP Financial Services 5,748.0 $1.2M 0.56% +271.0 +5.0% $206.71 +4.1%
48 UNP UNION PAC CORP Industrials 4,810.0 $1.2M 0.55% +277.0 +6.1% $242.61 +15.2%
49 SHYD VANECK ETF TRUST 50,042.0 $1.1M 0.53% +10K +25.2% $22.65 +0.3%
50 AEE AMEREN CORP Utilities 10,219.0 $1.1M 0.53% NEW $109.92 +1.1%
51 DUK DUKE ENERGY CORP NEW Utilities 8,519.0 $1.1M 0.53% +577.0 +7.3% $130.93 -4.3%
52 AXS AXIS CAP HLDGS LTD Financial Services 10,855.0 $1.1M 0.52% +413.0 +4.0% $101.40 -5.7%
53 XEL XCEL ENERGY INC Utilities 13,132.0 $1.0M 0.49% +1K +8.6% $79.44 +1.7%
54 LMT LOCKHEED MARTIN CORP Industrials 1,603.0 $969K 0.46% $604.35 -12.1%
55 EVEREST GROUP LTD 2,406.0 $786K 0.37% +160.0 +7.1% $326.82
56 IDA IDACORP INC Utilities 5,471.0 $782K 0.37% +1K +34.0% $142.96 +0.5%
57 NXST NEXSTAR MEDIA GROUP INC Communication Services 4,290.0 $776K 0.36% -191.0 -4.3% $180.82 +2.4%
58 HD HOME DEPOT INC Consumer Cyclical 2,194.0 $722K 0.34% +447.0 +25.6% $328.86 -3.3%
59 USIG ISHARES TR 13,399.0 $686K 0.32% -3K -17.5% $51.22 +0.0%
60 KDP KEURIG DR PEPPER INC Consumer Defensive 26,025.0 $685K 0.32% -1K -3.9% $26.32 +14.4%
Page 3 of 4  ·  73 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 32.1%
Utilities 18.7%
Industrials 17.7%
Consumer Defensive 10.1%
Healthcare 8.8%
Communication Services 6.0%
Technology 4.9%
Consumer Cyclical 1.8%