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Portfolio (Quarterly) Guide ↗

Andina Capital Management, LLC

· CIK 0001919158
13F Portfolio $62M AUM 70 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 11 Added 33 Reduced 71 Exited
Page 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 2,274.0 $658K 1.06% -457.0 -16.7% $289.41 +6.9%
22 TFLO ISHARES TR 12,976.0 $657K 1.06% NEW $50.63 -0.0%
23 AGG ISHARES TR 6,321.0 $626K 1.01% -72K -92.0% $98.98 -1.6%
24 SPHQ INVESCO EXCHANGE TRADED FD T 6,576.0 $592K 0.96% NEW $90.10 -4.6%
25 MTBA SIMPLIFY EXCHANGE TRADED FUN 12,023.0 $590K 0.95% -34K -73.7% $49.07 -0.9%
26 QTOC INNOVATOR ETFS TRUST 15,196.0 $577K 0.93% NEW $37.99 +2.2%
27 IEF ISHARES TR 5,954.0 $563K 0.91% $94.57 -1.9%
28 XTOC INNOVATOR ETFS TRUST 15,442.0 $558K 0.90% NEW $36.13 +2.3%
29 BUFF INNOVATOR ETFS TRUST 10,326.0 $544K 0.88% -32K -75.4% $52.68 +1.7%
30 GOOGL ALPHABET INC Communication Services 1,493.0 $534K 0.86% +705.0 +89.5% $357.37 -3.5%
31 ISHARES TR 10,419.0 $516K 0.83% -11K -50.6% $49.55
32 ORR EA SERIES TRUST 14,068.0 $511K 0.82% NEW $36.32 +6.5%
33 BIL SPDR SERIES TRUST 5,540.0 $508K 0.82% -6K -50.3% $91.64 -0.0%
34 LRCX LAM RESEARCH CORP Technology 1,123.0 $487K 0.79% -1K -54.0% $433.33 -27.5%
35 MSFT MICROSOFT CORP Technology 1,297.0 $484K 0.78% +288.0 +28.5% $373.02 +29.5%
36 LLY ELI LILLY & CO Healthcare 386.0 $463K 0.75% -70.0 -15.3% $1199.43 +4.6%
37 SCHI SCHWAB STRATEGIC TR 19,886.0 $450K 0.73% -88K -81.5% $22.64 -2.0%
38 IWL ISHARES TR 2,415.0 $447K 0.72% NEW $184.95 +2.4%
39 CTA SIMPLIFY EXCHANGE TRADED FUN 17,202.0 $446K 0.72% -27K -61.3% $25.94 +10.1%
40 BCD ABRDN ETFS 12,786.0 $437K 0.70% -4K -25.0% $34.15 +12.0%
Page 2 of 4  ·  70 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 63.6%
Financial Services 12.4%
Communication Services 11.6%
Healthcare 7.3%
Consumer Cyclical 5.1%