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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
Page 2 of 2  ·  38 positions
# 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
Page 2 of 2  ·  38 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
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%