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Portfolio (Quarterly) Guide ↗

Cordoba Advisory Partners LLC

· CIK 0002067133
13F Portfolio $472M AUM 144 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 63 Added 26 Reduced 5 Exited
Page 1 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 896,121.0 $88.7M 18.80% NEW $98.98 -1.1%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 30,274.0 $22.7M 4.80% -43K -58.6% $748.58 +2.2%
3 LQD ISHARES TR 165,682.0 $18.1M 3.83% +2K +1.2% $109.07 -2.2%
4 IEF ISHARES TR 180,881.0 $17.1M 3.62% +3K +1.6% $94.57 -1.2%
5 SPACE EXPLORATION TECHN CORP 92,985.0 $15.9M 3.37% NEW $170.86
6 VOO VANGUARD INDEX FDS 22,869.0 $15.7M 3.33% +240.0 +1.1% $686.81 +2.4%
7 PFF ISHARES TR 509,545.0 $15.5M 3.29% +30K +6.2% $30.49 +0.5%
8 VGK VANGUARD INTL EQUITY INDEX F 155,920.0 $13.8M 2.92% +2K +1.4% $88.53 +5.0%
9 IEI ISHARES TR 117,308.0 $13.8M 2.92% +1K +1.1% $117.45 -0.6%
10 VTV VANGUARD INDEX FDS 61,411.0 $13.4M 2.84% $217.93 +4.0%
11 NOBL PROSHARES TR 216,687.0 $12.2M 2.58% +109K +101.1% $56.16 +4.4%
12 VWO VANGUARD INTL EQUITY INDEX F 187,121.0 $11.2M 2.37% +4K +2.3% $59.69 +1.4%
13 QQQ INVESCO QQQ TR Financial Services 15,025.0 $11.1M 2.35% -14K -48.6% $736.66 -3.7%
14 VCLT VANGUARD SCOTTSDALE FDS 142,287.0 $10.7M 2.27% +7K +5.0% $75.25 -3.6%
15 SPYM SPDR SERIES TRUST 120,183.0 $10.6M 2.24% -6K -4.9% $87.88 +2.4%
16 VO VANGUARD INDEX FDS 120,997.0 $9.8M 2.07% +91K +306.5% $80.81 +2.4%
17 VRP INVESCO EXCH TRADED FD TR II 399,681.0 $9.7M 2.06% +16K +4.2% $24.31 -0.8%
18 LONZ PIMCO ETF TR 171,747.0 $8.5M 1.79% +3K +1.8% $49.31 +0.0%
19 TLT ISHARES TR 87,626.0 $7.6M 1.60% +3K +3.6% $86.42 -3.6%
20 BKLN INVESCO EXCH TRADED FD TR II 304,818.0 $6.2M 1.32% +5K +1.6% $20.37 +0.6%
Page 1 of 8  ·  144 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
Financial Services 70.1%
Technology 15.1%
Energy 4.8%
Communication Services 2.9%
Healthcare 2.2%
Real Estate 2.0%
Consumer Cyclical 1.8%
Consumer Defensive 0.6%
Industrials 0.4%