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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 4 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IDV ISHARES TR 8,130.0 $346K 0.31% +399.0 +5.2% $42.56 +5.4%
62 HD HOME DEPOT INC Consumer Cyclical 986.0 $324K 0.29% +437.0 +79.6% $328.75 -10.4%
63 HYG ISHARES TR 4,071.0 $324K 0.29% NEW $79.56 -0.2%
64 RVSB RIVERVIEW BANCORP INC Financial Services 4,643.0 $318K 0.28% NEW $68.43 -92.0%
65 HDV ISHARES TR 2,246.0 $305K 0.27% +2K +377.9% $135.73 -79.8%
66 LLY ELI LILLY & CO Healthcare 326.0 $300K 0.27% +280.0 +608.7% $920.21 +7.8%
67 GEV GE VERNOVA INC Utilities 344.0 $300K 0.27% +166.0 +93.3% $871.84 +14.1%
68 VTI VANGUARD INDEX FDS 927.0 $297K 0.27% +8.0 +0.9% $320.90 +12.2%
69 GE GE AEROSPACE Industrials 1,022.0 $290K 0.26% +99.0 +10.7% $283.78 +0.2%
70 IDEV ISHARES TR 3,349.0 $280K 0.25% +79.0 +2.4% $83.58 +5.4%
71 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 677.0 $265K 0.24% NEW $391.76 +88.6%
72 IWM ISHARES TR 4,039.0 $264K 0.24% -4K -48.5% $65.45 +315.8%
73 IWY ISHARES TR 1,060.0 $264K 0.24% NEW $248.85 +16.7%
74 EFA ISHARES TR 2,604.0 $253K 0.23% $97.13 +5.1%
75 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 17,742.0 $248K 0.22% +522.0 +3.0% $13.96 +6.1%
76 PRU PRUDENTIAL FINL INC Financial Services 2,532.0 $247K 0.22% +128.0 +5.3% $97.70 +4.2%
77 JEPQ J P MORGAN EXCHANGE TRADED F 4,448.0 $247K 0.22% +840.0 +23.3% $55.52 +7.5%
78 BIZD VANECK ETF TRUST 19,092.0 $244K 0.22% +12K +174.0% $12.80 -3.2%
79 QQQM INVESCO EXCH TRADED FD TR II 987.0 $235K 0.21% +133.0 +15.6% $237.64 +21.7%
80 FDVV FIDELITY COVINGTON TRUST 4,175.0 $231K 0.21% +33.0 +0.8% $55.24 +7.4%
Page 4 of 11  ·  215 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%