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Portfolio (Quarterly) Guide ↗

Cordoba Advisory Partners LLC

· CIK 0002067133
13F Portfolio $362M AUM 118 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 34 Added 47 Reduced 38 Exited
Page 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 73,132.0 $47.7M 13.18% +69K +1911.9% $651.97 +12.5%
2 LQD ISHARES TR 163,788.0 $17.9M 4.93% +1K +0.7% $108.99 +0.5%
3 IEF ISHARES TR 178,040.0 $17.0M 4.70% +13K +8.0% $95.44 -0.7%
4 IEI ISHARES TR 116,049.0 $13.8M 3.80% +6K +5.6% $118.60 -0.9%
5 VTV VANGUARD INDEX FDS 61,109.0 $12.0M 3.31% +460.0 +0.8% $196.20 +12.4%
6 NOBL PROSHARES TR 107,772.0 $11.4M 3.16% +4K +4.2% $106.01 -47.4%
7 VCLT VANGUARD SCOTTSDALE FDS 135,525.0 $10.1M 2.80% +10K +7.6% $74.72 +1.4%
8 VRP INVESCO EXCH TRADED FD TR II 383,645.0 $9.2M 2.54% +11K +3.0% $23.98 +1.3%
9 VO VANGUARD INDEX FDS 29,764.0 $8.6M 2.37% +2K +6.6% $288.19 -72.0%
10 IAGG ISHARES TR 104,367.0 $5.2M 1.44% +60K +134.5% $50.04 +1.1%
11 PGX INVESCO EXCH TRADED FD TR II 458,900.0 $5.0M 1.38% +166K +56.7% $10.88 -0.6%
12 VB VANGUARD INDEX FDS 17,601.0 $4.6M 1.28% +558.0 +3.3% $262.84 +14.0%
13 QQQM INVESCO EXCH TRADED FD TR II 16,089.0 $3.8M 1.06% +3K +22.1% $237.63 +24.1%
14 VNQ VANGUARD INDEX FDS 42,861.0 $3.8M 1.05% +1K +3.3% $88.70 +9.6%
15 MLPX GLOBAL X FDS 44,464.0 $3.3M 0.91% +37K +497.0% $73.94 +1.2%
16 ICVT ISHARES TR 22,417.0 $2.3M 0.63% +12K +109.7% $101.79 +18.9%
17 PDBC INVESCO ACTVELY MNGD ETC FD 103,623.0 $1.8M 0.50% +65K +171.5% $17.32 -7.0%
18 VDC VANGUARD WORLD FD 7,888.0 $1.8M 0.49% +1K +21.3% $224.59 +1.2%
19 VNQI VANGUARD INTL EQUITY INDEX F 38,702.0 $1.7M 0.47% +4K +10.2% $44.45 +0.8%
20 KKR KKR & CO INC Financial Services 17,259.0 $1.6M 0.44% +314.0 +1.9% $92.13 +0.6%
Page 1 of 2  ·  34 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 88.9%
Energy 3.5%
Technology 3.4%
Real Estate 1.5%
Communication Services 1.4%
Consumer Cyclical 1.0%
Industrials 0.3%