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 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 49,740.0 | $1.5M | 0.45% | NEW | — | $30.22 | +15.5% |
| 2 | MKL | MARKEL GROUP INC | Financial Services | 144.0 | $285K | 0.09% | NEW | — | $1978.05 | -8.9% |
| 3 | HRL | HORMEL FOODS CORP | Consumer Defensive | 9,680.0 | $235K | 0.07% | NEW | — | $24.28 | -10.0% |
| 4 | SCHD | SCHWAB STRATEGIC TR | — | 6,843.0 | $221K | 0.07% | NEW | — | $32.24 | +8.2% |
| 5 | ABBV | ABBVIE INC | Healthcare | 864.0 | $220K | 0.07% | NEW | — | $254.85 | +0.6% |
| 6 | EBAY | EBAY INC. | Consumer Cyclical | 1,900.0 | $216K | 0.07% | NEW | — | $113.67 | -8.9% |
| 7 | PGR | PROGRESSIVE CORP | Financial Services | 896.0 | $207K | 0.06% | NEW | — | $231.54 | -5.8% |
| 8 | MMM | 3M CO | Industrials | 1,285.0 | $205K | 0.06% | NEW | — | $159.17 | +8.0% |
| 9 | COUR | COURSERA INC | Consumer Defensive | 16,380.0 | $97K | 0.03% | NEW | — | $5.93 | +9.9% |
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
22.7%
Energy
16.0%
Consumer Defensive
10.4%
Financial Services
8.5%
Communication Services
6.3%
Industrials
5.1%
Utilities
1.8%
Healthcare
1.1%
Basic Materials
1.0%