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Portfolio (Quarterly) Guide ↗

Oder Investment Management, LLC

· CIK 0001845109
13F Portfolio $149M AUM 113 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 37 Added 30 Reduced 4 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PLTR PALANTIR TECHNOLOGIES INC Technology 44,658.0 $5.2M 3.50% +3K +7.0% $116.67 +59.7%
2 BSJR INVESCO EXCH TRD SLF IDX FD 198,942.0 $4.4M 2.99% +10K +5.2% $22.35 +0.0%
3 BSJT INVESCO EXCH TRD SLF IDX FD 172,234.0 $3.6M 2.44% +27K +18.5% $21.13 -0.0%
4 JPM JPMORGAN CHASE & CO Financial Services 10,080.0 $3.3M 2.22% +92.0 +0.9% $327.34 +9.3%
5 MSFT MICROSOFT CORP Technology 8,638.0 $3.2M 2.17% +233.0 +2.8% $373.00 +37.7%
6 BSJS INVESCO EXCH TRD SLF IDX FD 135,898.0 $3.0M 1.99% +20K +17.1% $21.75 +0.0%
7 CRWD CROWDSTRIKE HLDGS INC Technology 9,740.0 $1.9M 1.25% +7K +262.6% $47.70 +357.9%
8 COWZ PACER FDS TR 29,541.0 $1.8M 1.23% +869.0 +3.0% $62.20 +16.4%
9 BSCT INVESCO EXCH TRD SLF IDX FD 94,773.0 $1.8M 1.18% +1K +1.3% $18.57 -0.5%
10 COHEN & STEERS LTD DURATION 77,589.0 $1.6M 1.10% +3K +4.0% $21.16
11 DFSV DIMENSIONAL ETF TRUST 41,058.0 $1.6M 1.07% +1K +2.7% $38.79 +3.0%
12 SHOP SHOPIFY INC Technology 12,311.0 $1.4M 0.94% +148.0 +1.2% $114.18 +33.9%
13 META META PLATFORMS INC Communication Services 2,406.0 $1.4M 0.91% +13.0 +0.5% $563.30 +2.6%
14 BSCS INVESCO EXCH TRD SLF IDX FD 58,499.0 $1.2M 0.80% +1K +2.1% $20.37 -0.3%
15 FNOV FIRST TR EXCHNG TRADED FD VI 19,716.0 $1.2M 0.78% +556.0 +2.9% $58.49 +2.5%
16 BTT BLACKROCK MUN TARGET TERM TR Financial Services 47,179.0 $1.1M 0.72% +4K +9.3% $22.75 -0.8%
17 DFLV DIMENSIONAL ETF TRUST 25,513.0 $1.0M 0.68% +2K +7.6% $39.54 +5.9%
18 DFIV DIMENSIONAL ETF TRUST 17,680.0 $955K 0.64% +6K +45.7% $54.02 +7.3%
19 DUHP DIMENSIONAL ETF TRUST 21,548.0 $899K 0.60% +1K +5.0% $41.73 +1.5%
20 NFLX NETFLIX INC. Communication Services 10,645.0 $760K 0.51% +280.0 +2.7% $71.40 +14.5%
Page 1 of 2  ·  37 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 37.4%
Financial Services 27.6%
Consumer Cyclical 15.7%
Communication Services 12.0%
Industrials 2.9%
Healthcare 2.2%
Energy 1.0%
Consumer Defensive 1.0%
Real Estate 0.2%