Portfolio (Quarterly)
Guide ↗
Arkfeld Wealth Strategies, L.L.C.
· CIK 0001789382| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 84,180.0 | $39.9M | 12.62% | +9K | +12.5% | $474.09 | — |
| 2 | AMZN | AMAZON COM INC | Consumer Cyclical | 146,184.0 | $36.3M | 11.49% | +15K | +11.6% | $248.50 | +6.8% |
| 3 | AAPL | APPLE INC | Technology | 69,566.0 | $18.5M | 5.86% | +2K | +3.7% | $266.43 | +15.7% |
| 4 | CASY | CASEYS GEN STORES INC | Consumer Cyclical | 20,196.0 | $14.9M | 4.71% | -487.0 | -2.4% | $736.84 | +9.8% |
| 5 | GOOGL | ALPHABET INC | Communication Services | 38,743.0 | $13.1M | 4.13% | -2K | -4.5% | $337.12 | +15.4% |
| 6 | CHRD | CHORD ENERGY CORPORATION | Energy | 97,687.0 | $12.7M | 4.01% | -2K | -2.2% | $129.90 | +6.1% |
| 7 | TJX | TJX COS INC NEW | Consumer Cyclical | 76,836.0 | $12.3M | 3.89% | -669.0 | -0.9% | $160.23 | -0.8% |
| 8 | DINO | HF SINCLAIR CORP | Energy | 204,477.0 | $11.9M | 3.77% | -50K | -19.7% | $58.28 | +17.6% |
| 9 | RSPG | INVESCO EXCHANGE TRADED FD T | — | 100,850.0 | $10.1M | 3.20% | -9K | -8.6% | $100.46 | +4.9% |
| 10 | MSFT | MICROSOFT CORP | Technology | 20,756.0 | $8.5M | 2.70% | +731.0 | +3.6% | $411.22 | +1.2% |
| 11 | GOOG | ALPHABET INC | Communication Services | 24,543.0 | $8.2M | 2.60% | -1K | -5.3% | $334.47 | +15.1% |
| 12 | KMI | KINDER MORGAN INC DEL | Energy | 209,433.0 | $6.6M | 2.10% | -5K | -2.2% | $31.70 | +3.7% |
| 13 | — | BERKSHIRE HATHAWAY INC DEL | — | 9.0 | $6.4M | 2.02% | +1.0 | +12.5% | $711234.56 | — |
| 14 | GLD | SPDR GOLD TR | Financial Services | 14,222.0 | $6.3M | 1.98% | -1K | -7.6% | $440.45 | -6.0% |
| 15 | SFM | SPROUTS FMRS MKT INC | Consumer Defensive | 80,193.0 | $6.0M | 1.90% | +3K | +3.4% | $74.93 | +14.3% |
| 16 | CSCO | CISCO SYS INC | Technology | 64,705.0 | $5.3M | 1.69% | -6K | -9.0% | $82.36 | +43.7% |
| 17 | UPS | UNITED PARCEL SVCS INC | Industrials | 51,246.0 | $5.3M | 1.68% | +999.0 | +2.0% | $103.57 | -1.5% |
| 18 | BWXT | BWX TECHNOLOGIES INC | Industrials | 22,113.0 | $5.3M | 1.67% | -377.0 | -1.7% | $238.42 | -14.3% |
| 19 | WMT | WALMART INC | Consumer Defensive | 39,502.0 | $4.9M | 1.56% | — | — | $124.76 | -3.6% |
| 20 | PYPL | PAYPAL HLDGS INC | Financial Services | 91,212.0 | $4.5M | 1.43% | +40K | +78.0% | $49.57 | -10.9% |
① 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
Consumer Cyclical
27.2%
Technology
19.3%
Energy
16.7%
Communication Services
9.8%
Consumer Defensive
9.5%
Financial Services
8.5%
Industrials
5.4%
Utilities
2.0%
Basic Materials
0.9%
Healthcare
0.9%