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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | ANET | ARISTA NETWORKS INC | Technology | 2,972.0 | $515K | 0.15% | -40.0 | -1.3% | $173.28 | +12.9% |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 3,770.0 | $500K | 0.15% | -49.0 | -1.3% | $132.54 | +40.6% |
| 23 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 547.0 | $475K | 0.14% | -400.0 | -42.2% | $868.26 | -4.6% |
| 24 | MRK | MERCK & CO INC | Healthcare | 3,716.0 | $471K | 0.14% | -33.0 | -0.9% | $126.77 | +16.6% |
| 25 | AMD | ADVANCED MICRO DEVICES INC | Technology | 850.0 | $469K | 0.14% | -48.0 | -5.3% | $552.05 | -14.7% |
| 26 | SHEL | SHELL PLC | Energy | 5,721.0 | $447K | 0.13% | -612.0 | -9.7% | $78.14 | +17.0% |
| 27 | NU | NU HLDGS LTD | Financial Services | 30,295.0 | $426K | 0.13% | -2K | -4.7% | $14.06 | +3.5% |
| 28 | INTC | INTEL CORP | Technology | 3,454.0 | $422K | 0.13% | -496.0 | -12.6% | $122.21 | -26.8% |
| 29 | PEP | PEPSICO INC | Consumer Defensive | 2,685.0 | $385K | 0.12% | -105.0 | -3.8% | $143.29 | -2.1% |
| 30 | CAT | CATERPILLAR INC | Industrials | 354.0 | $344K | 0.10% | -20.0 | -5.3% | $970.93 | -17.9% |
| 31 | ODC | OIL DRI CORP AMER | Basic Materials | 3,387.0 | $338K | 0.10% | -297.0 | -8.1% | $99.70 | -9.7% |
| 32 | JD | JD.COM INC | Consumer Cyclical | 10,188.0 | $273K | 0.08% | -3K | -20.1% | $26.78 | +5.5% |
| 33 | SBUX | STARBUCKS CORP | Consumer Cyclical | 2,534.0 | $259K | 0.08% | -14.0 | -0.6% | $102.09 | +4.1% |
| 34 | BP | BP PLC | Energy | 6,248.0 | $234K | 0.07% | -238.0 | -3.7% | $37.39 | +14.7% |
| 35 | C | CITIGROUP INC | Financial Services | 1,585.0 | $228K | 0.07% | -136.0 | -7.9% | $143.90 | -8.5% |
| 36 | WISE | THEMES ETF TR | — | 5,996.0 | $226K | 0.07% | -78.0 | -1.3% | $37.68 | -3.6% |
| 37 | SUZ | SUZANO S A | Basic Materials | 23,271.0 | $186K | 0.06% | -3K | -10.9% | $7.98 | +9.3% |
| 38 | — | XPERI INC | — | 12,463.0 | $101K | 0.03% | -2K | -16.7% | $8.08 | — |
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%