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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 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ARES ARES MANAGEMENT CORPORATION Financial Services 13,669.0 $1.5M 0.41% +270.0 +2.0% $108.80 +3.4%
22 BX BLACKSTONE INC Financial Services 11,287.0 $1.3M 0.36% +260.0 +2.4% $114.43 -0.2%
23 IEUS ISHARES TR 18,094.0 $1.2M 0.33% +2K +10.3% $66.33 +4.5%
24 IJK ISHARES TR 10,476.0 $1.0M 0.29% +917.0 +9.6% $99.92 +16.1%
25 HTGC HERCULES CAPITAL INC Financial Services 58,770.0 $866K 0.24% +3K +6.2% $14.73 +3.5%
26 ICLN ISHARES TR 46,808.0 $856K 0.24% +6K +14.0% $18.29 +10.9%
27 ARCC ARES CAPITAL CORP Financial Services 47,141.0 $856K 0.24% +3K +6.1% $18.15 -0.9%
28 MAIN MAIN STR CAP CORP Financial Services 12,582.0 $666K 0.18% +336.0 +2.7% $52.91 -5.1%
29 WOOD ISHARES TR 9,325.0 $662K 0.18% +3K +41.6% $70.95 -4.5%
30 GSBD GOLDMAN SACHS BDC INC Financial Services 66,009.0 $594K 0.16% +3K +5.3% $9.00 +3.0%
31 BLUE OWL CAPITAL CORPORATION 49,278.0 $562K 0.15% +5K +11.5% $11.41
32 MU MICRON TECHNOLOGY INC Technology 1,070.0 $360K 0.10% +25.0 +2.4% $336.46 +260.7%
33 JTEK J P MORGAN EXCHANGE TRADED F 3,704.0 $295K 0.08% +1K +47.8% $79.54 +33.7%
34 IQVIA HLDGS INC 1,721.0 $293K 0.08% +422.0 +32.5% $170.53
Page 2 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%