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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 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 43,970.0 $4.2M 1.26% -406.0 -0.9% $95.99 +1.4%
22 KHC KRAFT HEINZ CO Consumer Defensive 165,516.0 $4.1M 1.23% +20K +13.7% $24.82 +3.4%
23 PYPL PAYPAL HLDGS INC Financial Services 88,838.0 $4.0M 1.20% -2K -2.6% $45.09 +16.8%
24 NVDA NVIDIA CORPORATION Technology 20,148.0 $3.9M 1.18% -758.0 -3.6% $195.55 +12.8%
25 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 30,458.0 $3.3M 0.98% -200.0 -0.7% $108.08 +2.8%
26 PPL PPL CORP Utilities 77,870.0 $2.8M 0.84% $36.11 -5.5%
27 DVN DEVON ENERGY CORP NEW Energy 55,836.0 $2.3M 0.67% -4K -7.3% $40.36 +20.2%
28 HOOD ROBINHOOD MKTS INC Financial Services 17,856.0 $2.1M 0.63% +2K +12.0% $117.55 -10.8%
29 TSLA TESLA INC Consumer Cyclical 4,854.0 $2.0M 0.61% +321.0 +7.1% $419.77 -12.3%
30 SPYG SPDR SERIES TRUST 16,412.0 $1.9M 0.58% +121.0 +0.7% $118.70 +1.8%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,028.0 $1.9M 0.58% +13.0 +0.7% $950.14 -0.7%
32 NUE NUCOR CORP Basic Materials 8,526.0 $1.9M 0.57% $223.92 +11.5%
33 VOO VANGUARD INDEX FDS 2,737.0 $1.9M 0.56% $690.60 +2.1%
34 MPC MARATHON PETE CORP Energy 6,733.0 $1.8M 0.54% -236.0 -3.4% $268.98 +38.8%
35 IBM INTERNATIONAL BUSINESS MACHS Technology 5,694.0 $1.7M 0.51% $299.50 -21.9%
36 SHOP SHOPIFY INC Technology 13,865.0 $1.7M 0.50% $120.14 +22.7%
37 TGT TARGET CORP Consumer Defensive 13,208.0 $1.7M 0.50% $126.10 +27.6%
38 TSCO TRACTOR SUPPLY CO Consumer Cyclical 49,740.0 $1.5M 0.45% NEW $30.22 +15.5%
39 NEE NEXTERA ENERGY INC Utilities 17,113.0 $1.5M 0.45% $87.44 -5.8%
40 SHV ISHARES TR 13,563.0 $1.5M 0.45% $110.11 +0.2%
Page 2 of 6  ·  119 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%