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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  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 40,295.0 $11.7M 7.83% -849.0 -2.1% $289.36 +10.5%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,135.0 $6.8M 4.58% -242.0 -2.6% $746.76 +3.0%
3 GOOGL ALPHABET INC Communication Services 17,195.0 $6.1M 4.13% -250.0 -1.4% $357.37 -3.0%
4 BSJQ INVESCO EXCH TRD SLF IDX FD 189,443.0 $4.3M 2.92% -13K -6.3% $22.95 -0.3%
5 NVDA NVIDIA CORPORATION Technology 13,901.0 $2.8M 1.87% -645.0 -4.4% $200.09 +8.7%
6 QQQ INVESCO QQQ TR Financial Services 3,394.0 $2.5M 1.68% -40.0 -1.2% $736.41 -2.7%
7 BSCQ INVESCO EXCH TRD SLF IDX FD 109,302.0 $2.1M 1.43% -3K -2.7% $19.52 +0.0%
8 FIRST TR HIGH YIELD OPPRT 20 149,001.0 $2.0M 1.37% -954.0 -0.6% $13.70
9 DFAE DIMENSIONAL ETF TRUST 50,692.0 $2.0M 1.37% -3K -6.0% $40.21 -1.0%
10 BSCR INVESCO EXCH TRD SLF IDX FD 102,356.0 $2.0M 1.35% -5K -4.2% $19.61 +0.0%
11 AVGO BROADCOM INC Technology 3,136.0 $1.2M 0.80% -77.0 -2.4% $377.73 -2.4%
12 DKS DICKS SPORTING GOODS INC Consumer Cyclical 5,098.0 $1.2M 0.78% -54.0 -1.1% $226.81 -40.4%
13 HBAN HUNTINGTON BANCSHARES INC Financial Services 51,142.0 $907K 0.61% -304.0 -0.6% $17.73 -4.6%
14 ABBV ABBVIE INC Healthcare 3,526.0 $887K 0.60% -108.0 -3.0% $251.67 +1.5%
15 AMAT APPLIED MATLS INC Technology 1,083.0 $783K 0.53% -50.0 -4.4% $722.95 -36.1%
16 MU MICRON TECHNOLOGY INC Technology 667.0 $770K 0.52% -138.0 -17.1% $1154.29 -19.2%
17 DIS DISNEY WALT CO Communication Services 7,847.0 $755K 0.51% -1K -14.5% $96.26 +12.3%
18 BHK BLACKROCK CORE BD TR Financial Services 64,760.0 $594K 0.40% -3K -3.8% $9.17 -1.1%
19 FORTINET INC 3,856.0 $592K 0.40% -314.0 -7.5% $153.62
20 AMD ADVANCED MICRO DEVICES INC Technology 977.0 $568K 0.38% -140.0 -12.5% $580.91 -19.9%
Page 1 of 2  ·  30 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%