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Portfolio (Quarterly) Guide ↗

OBSIDIAN CIO, LLC

· CIK 0001843581
13F Portfolio $111M AUM 217 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 120 Added 15 Reduced 11 Exited
Page 1 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVO NOVO-NORDISK A S Healthcare 57,768.0 $2.1M 1.91% NEW $36.75 +21.7%
2 EFG ISHARES TR 18,170.0 $2.0M 1.82% NEW $111.37 +6.9%
3 VGSH VANGUARD SCOTTSDALE FDS 25,432.0 $1.5M 1.34% NEW $58.54 -0.6%
4 AIQ GLOBAL X FDS 24,160.0 $1.1M 1.01% NEW $46.67 +30.1%
5 BMO BANK MONTREAL MEDIUM Financial Services 7,142.0 $967K 0.87% NEW $135.34 +13.6%
6 GOVT ISHARES TR 27,767.0 $636K 0.57% NEW $22.91 -1.5%
7 FNDX SCHWAB STRATEGIC TR 10,747.0 $526K 0.47% NEW $48.93 -37.9%
8 VLO VALERO ENERGY CORP Energy 1,666.0 $412K 0.37% NEW $247.12 +1.5%
9 BX BLACKSTONE INC Financial Services 3,473.0 $399K 0.36% NEW $114.97 +1.8%
10 SPMO INVESCO EXCH TRADED FD TR II 3,201.0 $359K 0.32% NEW $112.11 +26.1%
11 HYG ISHARES TR 4,071.0 $324K 0.29% NEW $79.56 -0.0%
12 RVSB RIVERVIEW BANCORP INC Financial Services 4,643.0 $318K 0.28% NEW $68.43 -92.0%
13 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 677.0 $265K 0.24% NEW $391.76 +103.0%
14 IWY ISHARES TR 1,060.0 $264K 0.24% NEW $248.85 +17.2%
15 JNK SPDR SERIES TRUST 2,389.0 $229K 0.20% NEW $95.73 +0.0%
16 DXJ WISDOMTREE TR 1,425.0 $226K 0.20% NEW $158.55 +7.2%
17 IXUS ISHARES TR 2,540.0 $220K 0.20% NEW $86.64 +8.4%
18 BIL SPDR SERIES TRUST 2,380.0 $218K 0.20% NEW $91.65 -0.1%
19 USIG ISHARES TR 4,119.0 $211K 0.19% NEW $51.23 -1.0%
20 UNM UNUM GROUP Financial Services 2,832.0 $207K 0.19% NEW $73.04 +11.8%
Page 1 of 4  ·  61 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
Technology 37.3%
Healthcare 16.4%
Financial Services 14.2%
Communication Services 14.0%
Consumer Cyclical 8.4%
Industrials 3.7%
Energy 2.6%
Consumer Defensive 2.3%
Utilities 1.2%
Real Estate 0.0%