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Portfolio (Quarterly) Guide ↗

Arkfeld Wealth Strategies, L.L.C.

· CIK 0001789382
13F Portfolio $334M AUM 119 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 22 Added 38 Reduced 5 Exited
# 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%

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%