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Portfolio (Quarterly) Guide ↗

Oldfather Financial Services, LLC

· CIK 0001775530
13F Portfolio $336M AUM 98 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 46 Added 19 Reduced 8 Exited
Page 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMT WALMART INC Consumer Defensive 2,660.0 $296K 0.09% NEW $111.41 +5.2%
82 PEP PEPSICO INC Consumer Defensive 2,060.0 $296K 0.09% $143.53 -1.1%
83 ABT ABBOTT LABS Healthcare 2,272.0 $285K 0.09% +665.0 +41.4% $125.28 -29.5%
84 SDY SPDR SERIES TRUST 2,007.0 $279K 0.08% -50.0 -2.4% $139.16 +8.1%
85 VFH VANGUARD WORLD FD 2,068.0 $276K 0.08% $133.49 -1.5%
86 IJR ISHARES TR 2,261.0 $272K 0.08% NEW $120.18 +19.2%
87 LRCX LAM RESEARCH CORP Technology 1,547.0 $265K 0.08% $171.18 +127.3%
88 VOT VANGUARD INDEX FDS 921.0 $257K 0.08% $279.14 +9.7%
89 MYCG SSGA ACTIVE TR 10,000.0 $250K 0.07% NEW $25.04 -0.3%
90 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 819.0 $249K 0.07% NEW $303.89 +52.1%
91 ACWI ISHARES TR 1,678.0 $237K 0.07% $141.47 +11.5%
92 DVY ISHARES TR 1,631.0 $230K 0.07% +211.0 +14.9% $141.14 +8.6%
93 KO COCA COLA CO Consumer Defensive 3,255.0 $228K 0.07% NEW $69.90 +13.6%
94 PG PROCTER AND GAMBLE CO Consumer Defensive 1,550.0 $222K 0.07% NEW $143.28 +5.0%
95 SPYM SPDR SERIES TRUST 2,763.0 $222K 0.07% NEW $80.22 +9.5%
96 COST COSTCO WHSL CORP NEW Consumer Defensive 253.0 $219K 0.07% +27.0 +11.9% $864.03 +10.1%
97 VIG VANGUARD SPECIALIZED FUNDS 983.0 $216K 0.06% -245.0 -19.9% $219.78 +7.0%
98 CMI CUMMINS INC Industrials 422.0 $215K 0.06% NEW $510.45 +40.4%
Page 5 of 5  ·  98 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 72.4%
Technology 10.1%
Consumer Cyclical 6.1%
Industrials 3.3%
Communication Services 3.1%
Healthcare 3.0%
Consumer Defensive 1.4%
Energy 0.6%