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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 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RGA REINSURANCE GROUP AMER INC Financial Services 1,764.0 $395K 0.12% $224.07 +9.8%
82 DIS DISNEY WALT CO Communication Services 4,035.0 $393K 0.12% $97.40 +10.4%
83 PEP PEPSICO INC Consumer Defensive 2,685.0 $385K 0.12% -105.0 -3.8% $143.29 -2.1%
84 HPS HANCOCK JOHN PFD INCOME FD I Financial Services 25,815.0 $377K 0.11% +351.0 +1.4% $14.60 -4.9%
85 MO ALTRIA GROUP INC Consumer Defensive 5,000.0 $359K 0.11% $71.89 -4.7%
86 DG DOLLAR GEN CORP Consumer Defensive 3,060.0 $356K 0.11% +139.0 +4.8% $116.25 +9.0%
87 PAA PLAINS ALL AMERN PIPELINE L Energy 15,968.0 $356K 0.11% $22.27 +15.2%
88 CAT CATERPILLAR INC Industrials 354.0 $344K 0.10% -20.0 -5.3% $970.93 -17.9%
89 SCHO SCHWAB STRATEGIC TR 14,262.0 $344K 0.10% $24.09 -0.1%
90 LOW LOWES COS INC Consumer Cyclical 1,512.0 $338K 0.10% $223.81 -8.5%
91 ODC OIL DRI CORP AMER Basic Materials 3,387.0 $338K 0.10% -297.0 -8.1% $99.70 -9.7%
92 NEAR ISHARES U S ETF TR 6,419.0 $324K 0.10% $50.55 -0.1%
93 GRMN GARMIN LTD Technology 1,175.0 $288K 0.09% $245.14 +15.9%
94 MKL MARKEL GROUP INC Financial Services 144.0 $285K 0.09% NEW $1978.05 -8.9%
95 ORCL ORACLE CORP Technology 1,952.0 $281K 0.08% $143.79 +3.7%
96 GE GE AEROSPACE Industrials 725.0 $275K 0.08% $378.91 -11.4%
97 SLV ISHARES SILVER TR Financial Services 4,879.0 $274K 0.08% $56.11 +7.2%
98 JD JD.COM INC Consumer Cyclical 10,188.0 $273K 0.08% -3K -20.1% $26.78 +5.5%
99 DIA STATE STR SPDR DOW JONES IND Financial Services 511.0 $271K 0.08% $530.47 +0.2%
100 DUK DUKE ENERGY CORP NEW Utilities 2,133.0 $269K 0.08% +15.0 +0.7% $125.98 -4.8%
Page 5 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%