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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 3 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AGG ISHARES TR 6,922.0 $685K 0.51% -766.0 -10.0% $98.98 -1.2%
42 FVD FIRST TR EXCHANGE-TRADED FD 14,151.0 $682K 0.51% $48.18 +4.8%
43 GS GOLDMAN SACHS GROUP INC Financial Services 666.0 $674K 0.50% -7.0 -1.0% $1011.42 +2.9%
44 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 682.0 $658K 0.49% +5.0 +0.7% $965.00 -12.2%
45 IBM INTERNATIONAL BUSINESS MACHS Technology 2,320.0 $652K 0.48% -53.0 -2.2% $281.23 -15.1%
46 GOVT ISHARES TR 26,549.0 $605K 0.45% -1K -4.4% $22.78 -1.1%
47 ABBV ABBVIE INC Healthcare 2,391.0 $602K 0.45% +399.0 +20.0% $251.61 +2.5%
48 JNJ JOHNSON & JOHNSON Healthcare 2,245.0 $570K 0.42% +47.0 +2.1% $253.93 +4.7%
49 V VISA INC Financial Services 1,656.0 $568K 0.42% +898.0 +118.5% $343.06 +10.7%
50 KO COCA COLA CO Consumer Defensive 6,723.0 $546K 0.41% +2K +33.6% $81.27 +9.6%
51 LLY ELI LILLY & CO Healthcare 436.0 $523K 0.39% +110.0 +33.7% $1199.92 -2.0%
52 BAC BANK OF AMER CORP Financial Services 8,913.0 $508K 0.38% -492.0 -5.2% $56.98 +7.4%
53 WDC WESTERN DIGITAL CORP Technology 741.0 $473K 0.35% +47.0 +6.8% $638.73 -27.7%
54 VLO VALERO ENERGY CORP Energy 1,782.0 $464K 0.34% +116.0 +7.0% $260.51 +33.0%
55 RSP INVESCO EXCHANGE TRADED FD T 2,026.0 $431K 0.32% -3K -55.8% $212.76 +4.1%
56 HD HOME DEPOT INC Consumer Cyclical 1,193.0 $421K 0.31% +207.0 +21.0% $352.63 -6.8%
57 VB VANGUARD INDEX FDS 1,298.0 $393K 0.29% +667.0 +105.7% $303.12 +0.4%
58 SNDK SANDISK CORP Technology 173.0 $393K 0.29% +2.0 +1.2% $2273.73 -34.7%
59 RVSB RIVERVIEW BANCORP INC Financial Services 4,555.0 $390K 0.29% -88.0 -1.9% $85.66 -94.0%
60 CVX CHEVRON CORPORATION Energy 2,317.0 $384K 0.29% -102.0 -4.2% $165.75 +20.4%
Page 3 of 12  ·  221 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%