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Portfolio (Quarterly) Guide ↗

CROBAN

· CIK 0001694663
13F Portfolio $227M AUM 81 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 42 Added 13 Reduced 5 Exited
Page 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,048.0 $792K 0.35% NEW $386.70 +5.4%
62 NXST NEXSTAR MEDIA GROUP INC Communication Services 4,382.0 $783K 0.34% +92.0 +2.1% $178.58 -1.0%
63 VOE VANGUARD INDEX FDS 3,503.0 $692K 0.30% +142.0 +4.2% $197.60 +5.5%
64 EEM ISHARES TR 9,852.0 $674K 0.30% +194.0 +2.0% $68.40 +0.4%
65 USIG ISHARES TR 13,011.0 $667K 0.29% -388.0 -2.9% $51.29 -2.5%
66 AAPL APPLE INC Technology 2,191.0 $634K 0.28% $289.35 +10.6%
67 VOT VANGUARD INDEX FDS 2,032.0 $622K 0.27% +91.0 +4.7% $306.28 -2.0%
68 DJP BARCLAYS BANK PLC Financial Services 13,980.0 $611K 0.27% -109K -88.6% $43.70 +18.2%
69 IWN ISHARES TR 2,611.0 $578K 0.26% +169.0 +6.9% $221.20 +1.5%
70 IWO ISHARES TR 1,334.0 $526K 0.23% +16.0 +1.2% $393.94 -4.2%
71 VTEB VANGUARD MUN BD FDS 9,895.0 $500K 0.22% $50.58 -3.4%
72 VTV VANGUARD INDEX FDS 2,187.0 $477K 0.21% $217.93 +3.9%
73 VUG VANGUARD INDEX FDS 4,458.0 $384K 0.17% +4K +500.0% $86.14 +2.7%
74 BKLN INVESCO EXCH TRADED FD TR II 16,704.0 $340K 0.15% -977.0 -5.5% $20.36 +1.2%
75 ORI OLD REP INTL CORP Financial Services 7,127.0 $292K 0.13% -55.0 -0.8% $40.91 +1.3%
76 IYW ISHARES TR 1,098.0 $277K 0.12% NEW $252.23 +0.4%
77 SUB ISHARES TR 2,200.0 $234K 0.10% $106.47 -0.5%
78 XSOE WISDOMTREE TR 4,555.0 $224K 0.10% NEW $49.18 -1.2%
79 CAT CATERPILLAR INC Industrials 200.0 $213K 0.09% NEW $1064.90 -23.6%
80 SPY STATE STR SPDR S&P 500 ETF T Financial Services 283.0 $211K 0.09% NEW $746.77 +3.1%
Page 4 of 5  ·  81 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 23.8%
Utilities 20.6%
Industrials 20.4%
Healthcare 11.2%
Consumer Defensive 8.0%
Communication Services 6.1%
Technology 5.5%
Consumer Cyclical 4.5%