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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,183.0 $546K 0.37% -84.0 -3.7% $249.98 -5.8%
22 CLOU GLOBAL X FDS 19,496.0 $443K 0.30% -2K -8.0% $22.74 +26.8%
23 CRM SALESFORCE INC Technology 2,737.0 $429K 0.29% -156.0 -5.4% $156.66 +63.4%
24 GS GOLDMAN SACHS GROUP INC Financial Services 329.0 $333K 0.22% -83.0 -20.1% $1012.80 +2.1%
25 DNOV FIRST TR EXCHNG TRADED FD VI 5,598.0 $287K 0.19% -280.0 -4.8% $51.35 +2.0%
26 AMGN AMGEN INC Healthcare 789.0 $286K 0.19% -109.0 -12.1% $361.94 +19.5%
27 GILD GILEAD SCIENCES INC Healthcare 2,075.0 $262K 0.18% -41.0 -1.9% $126.35 +15.3%
28 AXON AXON ENTERPRISE INC Industrials 409.0 $229K 0.15% -141.0 -25.6% $560.61 +7.2%
29 VLO VALERO ENERGY CORP Energy 840.0 $219K 0.15% -153.0 -15.4% $260.44 +35.3%
30 PTON PELOTON INTERACTIVE INC Consumer Cyclical 18,028.0 $107K 0.07% -5K -22.2% $5.91 -7.8%
Page 2 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%