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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 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OKE ONEOK INC NEW Energy 17,019.0 $1.5M 0.45% $87.43 +9.8%
42 GIS GENERAL MILLS INC Consumer Defensive 39,441.0 $1.4M 0.43% +28K +234.4% $36.12 +14.1%
43 BAC BANK OF AMER CORP Financial Services 22,639.0 $1.4M 0.41% -466.0 -2.0% $59.90 +3.4%
44 SUB ISHARES TR 12,227.0 $1.3M 0.39% $106.36 -0.1%
45 SYM SYMBOTIC INC Industrials 28,596.0 $1.3M 0.38% $44.46 -10.8%
46 JPM JPMORGAN CHASE & CO Financial Services 3,765.0 $1.3M 0.38% $337.68 +5.4%
47 SNOW SNOWFLAKE INC Technology 4,140.0 $1.1M 0.32% $262.09 +26.5%
48 VZ VERIZON COMMUNICATIONS INC Communication Services 25,118.0 $1.1M 0.32% +290.0 +1.2% $42.07 +18.9%
49 XLU SELECT SECTOR SPDR TR 22,011.0 $997K 0.30% -336.0 -1.5% $45.30 -6.8%
50 CART MAPLEBEAR INC Consumer Cyclical 19,453.0 $921K 0.28% -189.0 -1.0% $47.35 +6.7%
51 XOM EXXON MOBIL CORP Energy 6,655.0 $908K 0.27% $136.44 +18.0%
52 S SENTINELONE INC Technology 43,858.0 $796K 0.24% $18.15 +21.8%
53 PSX PHILLIPS 66 Energy 4,361.0 $773K 0.23% -174.0 -3.8% $177.34 +39.0%
54 USMV ISHARES TR 7,381.0 $723K 0.22% +69.0 +0.9% $97.89 +3.7%
55 JNJ JOHNSON & JOHNSON Healthcare 2,780.0 $721K 0.22% $259.31 +2.5%
56 LLY ELI LILLY & CO Healthcare 580.0 $696K 0.21% $1199.41 -3.5%
57 VLO VALERO ENERGY CORP Energy 2,407.0 $651K 0.20% $270.32 +32.8%
58 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,419.0 $641K 0.19% +125.0 +9.7% $451.64 -8.0%
59 UNP UNION PAC CORP Industrials 2,194.0 $620K 0.18% $282.61 +6.4%
60 QCOM QUALCOMM INC Technology 3,274.0 $611K 0.18% +62.0 +1.9% $186.48 -8.6%
Page 3 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%