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Portfolio (Quarterly) Guide ↗

OBSIDIAN CIO, LLC

· CIK 0001843581
13F Portfolio $135M AUM 221 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 83 Added 95 Reduced 29 Exited
Page 2 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGG ISHARES TR 6,922.0 $685K 0.51% -766.0 -10.0% $98.98 -1.2%
22 GS GOLDMAN SACHS GROUP INC Financial Services 666.0 $674K 0.50% -7.0 -1.0% $1011.42 +2.9%
23 IBM INTERNATIONAL BUSINESS MACHS Technology 2,320.0 $652K 0.48% -53.0 -2.2% $281.23 -15.1%
24 GOVT ISHARES TR 26,549.0 $605K 0.45% -1K -4.4% $22.78 -1.1%
25 BAC BANK OF AMER CORP Financial Services 8,913.0 $508K 0.38% -492.0 -5.2% $56.98 +7.4%
26 RSP INVESCO EXCHANGE TRADED FD T 2,026.0 $431K 0.32% -3K -55.8% $212.76 +4.1%
27 RVSB RIVERVIEW BANCORP INC Financial Services 4,555.0 $390K 0.29% -88.0 -1.9% $85.66 -94.0%
28 CVX CHEVRON CORPORATION Energy 2,317.0 $384K 0.29% -102.0 -4.2% $165.75 +20.4%
29 PLTR PALANTIR TECHNOLOGIES INC Technology 3,062.0 $357K 0.27% -5K -59.5% $116.67 +59.4%
30 IJH ISHARES TR 4,604.0 $355K 0.26% -3K -39.8% $77.11 -0.6%
31 QQQ INVESCO QQQ TR Financial Services 425.0 $313K 0.23% -487.0 -53.4% $737.03 -2.2%
32 IWY ISHARES TR 1,042.0 $303K 0.23% -18.0 -1.7% $290.61 -0.4%
33 IEMG ISHARES INC 3,481.0 $288K 0.21% -2K -33.1% $82.84 -0.5%
34 IDV ISHARES TR 6,337.0 $263K 0.20% -2K -22.1% $41.43 +7.8%
35 MS MORGAN STANLEY Financial Services 1,147.0 $240K 0.18% -150.0 -11.6% $209.04 +2.8%
36 XOM EXXON MOBIL CORP Energy 1,738.0 $238K 0.18% -397.0 -18.6% $136.68 +14.5%
37 CSCO CISCO SYS INC Technology 1,945.0 $228K 0.17% -525.0 -21.3% $117.43 -4.5%
38 SCHD SCHWAB STRATEGIC TR 6,920.0 $219K 0.16% -593.0 -7.9% $31.71 +9.8%
39 GEV GE VERNOVA INC Utilities 184.0 $216K 0.16% -160.0 -46.5% $1175.96 -18.9%
40 SHV ISHARES TR 1,741.0 $192K 0.14% -2K -47.4% $110.38 -0.0%
Page 2 of 5  ·  95 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 44.3%
Healthcare 17.5%
Financial Services 12.1%
Communication Services 10.3%
Consumer Cyclical 8.9%
Industrials 2.8%
Consumer Defensive 1.7%
Energy 1.6%
Utilities 0.9%
Real Estate 0.0%