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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 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VNQ VANGUARD INDEX FDS 44,977.0 $4.3M 0.92% +2K +4.9% $96.43 +2.9%
22 IGV ISHARES TR 40,941.0 $3.7M 0.79% +15K +55.0% $90.59 +12.1%
23 EPP ISHARES INC 64,474.0 $3.4M 0.73% +4K +5.8% $53.26 +9.7%
24 MLPX GLOBAL X FDS 44,876.0 $3.3M 0.70% +412.0 +0.9% $73.66 +0.8%
25 RSP INVESCO EXCHANGE TRADED FD T 15,121.0 $3.2M 0.68% +264.0 +1.8% $212.77 +4.2%
26 NVDA NVIDIA CORPORATION Technology 13,367.0 $2.7M 0.57% +8K +159.7% $200.09 +6.1%
27 SHYG ISHARES TR 54,019.0 $2.3M 0.49% +806.0 +1.5% $42.41 -0.2%
28 EMXC ISHARES INC 22,320.0 $2.3M 0.48% +1K +4.7% $102.30 -4.2%
29 VOT VANGUARD INDEX FDS 7,263.0 $2.2M 0.47% +1K +17.5% $305.94 -0.9%
30 ITB ISHARES TR 21,125.0 $2.2M 0.47% +4K +21.9% $104.48 -6.6%
31 VNQI VANGUARD INTL EQUITY INDEX F 39,929.0 $1.8M 0.38% +1K +3.2% $44.85 +2.2%
32 KKR KKR & CO INC 17,433.0 $1.6M 0.34% +174.0 +1.0% $91.29
33 VBK VANGUARD INDEX FDS 4,064.0 $1.5M 0.32% +373.0 +10.1% $365.70 -2.9%
34 EDIV SPDR INDEX SHS FDS 35,431.0 $1.5M 0.31% +2K +7.4% $40.96 +3.2%
35 FEZ SPDR INDEX SHS FDS 20,891.0 $1.4M 0.30% +3K +17.2% $68.68 +4.3%
36 IEUS ISHARES TR 19,677.0 $1.4M 0.29% +2K +8.8% $69.21 +7.7%
37 IJK ISHARES TR 11,129.0 $1.3M 0.28% +653.0 +6.2% $117.20 -2.5%
38 GOOGL ALPHABET INC Communication Services 3,542.0 $1.3M 0.27% +494.0 +16.2% $357.22 -2.9%
39 XHB SPDR SERIES TRUST 9,697.0 $1.1M 0.24% +129.0 +1.4% $115.51 -8.4%
40 HTGC HERCULES CAPITAL INC Financial Services 70,950.0 $1.1M 0.24% +12K +20.7% $15.78 +11.4%
Page 2 of 4  ·  63 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%