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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 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 692.0 $648K 0.43% $935.85 +1.0%
62 CVX CHEVRON CORPORATION Energy 3,824.0 $634K 0.43% $165.77 +21.8%
63 V VISA INC Financial Services 1,829.0 $628K 0.42% $343.21 +11.2%
64 HD HOME DEPOT INC Consumer Cyclical 1,714.0 $604K 0.41% +29.0 +1.7% $352.68 -6.4%
65 JEPQ J P MORGAN EXCHANGE TRADED F 9,817.0 $603K 0.41% +236.0 +2.5% $61.46 -2.1%
66 BHK BLACKROCK CORE BD TR Financial Services 64,760.0 $594K 0.40% -3K -3.8% $9.17 -1.1%
67 FORTINET INC 3,856.0 $592K 0.40% -314.0 -7.5% $153.62
68 CALF PACER FDS TR 11,396.0 $577K 0.39% +1K +12.2% $50.61 +14.3%
69 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 35,566.0 $575K 0.39% +414.0 +1.2% $16.17 -1.8%
70 IWD ISHARES TR 2,354.0 $571K 0.38% $242.42 +6.6%
71 AMD ADVANCED MICRO DEVICES INC Technology 977.0 $568K 0.38% -140.0 -12.5% $580.91 -19.9%
72 BKLN INVESCO EXCH TRADED FD TR II 27,760.0 $565K 0.38% +150.0 +0.5% $20.37 +0.7%
73 ANNALY CAPITAL MANAGEMENT IN 24,913.0 $557K 0.37% +3K +14.5% $22.36
74 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 48,984.0 $554K 0.37% +679.0 +1.4% $11.30 -0.9%
75 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,183.0 $546K 0.37% -84.0 -3.7% $249.98 -5.8%
76 AFRM AFFIRM HLDGS INC Technology 6,665.0 $544K 0.36% $81.55 -4.6%
77 CANC TEMA ETF TRUST 12,403.0 $511K 0.34% NEW $41.24 +5.5%
78 IWO ISHARES TR 1,260.0 $496K 0.33% $393.96 -3.8%
79 TIP ISHARES TR 4,512.0 $494K 0.33% $109.42 -2.3%
80 SCHP SCHWAB STRATEGIC TR 17,968.0 $476K 0.32% $26.50 -2.1%
Page 4 of 6  ·  113 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%