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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWF ISHARES TR 3,792.0 $471K 0.32% +3K +300.0% $124.19 -1.2%
82 TEMA ETF TRUST 15,419.0 $468K 0.32% NEW $30.38
83 CLOU GLOBAL X FDS 19,496.0 $443K 0.30% -2K -8.0% $22.74 +26.8%
84 CRM SALESFORCE INC Technology 2,737.0 $429K 0.29% -156.0 -5.4% $156.66 +63.4%
85 MUB ISHARES TR 3,921.0 $422K 0.28% +1K +35.6% $107.62 -2.2%
86 DFAS DIMENSIONAL ETF TRUST 5,055.0 $416K 0.28% +391.0 +8.4% $82.34 -0.3%
87 QQQM INVESCO EXCH TRADED FD TR II 1,347.0 $408K 0.27% +35.0 +2.7% $302.97 -2.6%
88 AGNG GLOBAL X FDS 11,258.0 $406K 0.27% $36.02 +6.2%
89 ACM AECOM Industrials 4,798.0 $335K 0.23% NEW $69.80 -0.9%
90 GS GOLDMAN SACHS GROUP INC Financial Services 329.0 $333K 0.22% -83.0 -20.1% $1012.80 +2.1%
91 RWL INVESCO EXCH TRADED FD TR II 2,577.0 $329K 0.22% $127.76 +5.0%
92 SNOW SNOWFLAKE INC Technology 1,260.0 $321K 0.21% NEW $254.50 +28.9%
93 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 443.0 $312K 0.21% $703.34 -1.8%
94 DFAT DIMENSIONAL ETF TRUST 4,435.0 $310K 0.21% +240.0 +5.7% $69.90 +1.8%
95 PANW PALO ALTO NETWORKS INC Technology 904.0 $308K 0.21% NEW $341.02 +9.0%
96 DNOV FIRST TR EXCHNG TRADED FD VI 5,598.0 $287K 0.19% -280.0 -4.8% $51.35 +2.0%
97 AMGN AMGEN INC Healthcare 789.0 $286K 0.19% -109.0 -12.1% $361.94 +19.5%
98 GILD GILEAD SCIENCES INC Healthcare 2,075.0 $262K 0.18% -41.0 -1.9% $126.35 +15.3%
99 IEFA ISHARES TR 2,701.0 $261K 0.17% $96.57 +4.1%
100 PPT PUTNAM PREMIER INCOME TR Financial Services 74,404.0 $260K 0.17% $3.49 -0.9%
Page 5 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%