BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
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 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOW LOWES COS INC Consumer Cyclical 3.0 $709.0 0.00% NEW $236.33 -7.3%
Page 4 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%