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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ARCC ARES CAPITAL CORP Financial Services 58,179.0 $1.1M 0.23% +11K +23.4% $18.70 +6.6%
42 FLBL FRANKLIN TEMPLETON ETF TR 43,375.0 $994K 0.21% +14K +47.2% $22.92 +1.0%
43 BIZD VANECK ETF TRUST 76,064.0 $963K 0.20% +3K +3.9% $12.66 +5.9%
44 MAIN MAIN STR CAP CORP Financial Services 17,045.0 $884K 0.19% +4K +35.5% $51.86 +13.3%
45 URA GLOBAL X FDS 19,861.0 $868K 0.18% +184.0 +0.9% $43.70 +10.6%
46 AMZN AMAZON COM INC Consumer Cyclical 3,625.0 $864K 0.18% +2K +206.9% $238.44 +9.2%
47 TRP TC ENERGY CORP Energy 12,617.0 $853K 0.18% +356.0 +2.9% $67.57 -8.0%
48 KMI KINDER MORGAN INC DEL Energy 25,714.0 $822K 0.17% +160.0 +0.6% $31.97 -2.5%
49 GSBD GOLDMAN SACHS BDC INC Financial Services 79,546.0 $780K 0.17% +14K +20.5% $9.80 +2.0%
50 AMLP ALPS ETF TR 14,742.0 $764K 0.16% +259.0 +1.8% $51.85 +5.5%
51 BN BROOKFIELD CORP Financial Services 14,235.0 $606K 0.13% +440.0 +3.2% $42.56 -1.2%
52 PSP INVESCO EXCHANGE TRADED FD T 10,542.0 $587K 0.12% +3K +35.8% $55.70 +14.4%
53 BLUE OWL CAPITAL CORPORATION 51,302.0 $574K 0.12% +2K +4.1% $11.18
54 EWJV ISHARES TR 13,003.0 $572K 0.12% +235.0 +1.8% $43.96 +7.7%
55 EUFN ISHARES TR 13,161.0 $513K 0.11% +3K +24.7% $38.99 +9.0%
56 KWEB KRANESHARES TRUST 18,917.0 $463K 0.10% +3K +21.1% $24.46 +8.0%
57 VEA VANGUARD TAX-MANAGED FDS 5,723.0 $408K 0.09% +2K +64.4% $71.25 +3.4%
58 IEUR ISHARES TR 5,178.0 $389K 0.08% +277.0 +5.7% $75.17 +4.6%
59 OXLC OXFORD LANE CAP CORP Financial Services 42,881.0 $376K 0.08% +28K +188.5% $8.76 +8.6%
60 COP CONOCOPHILLIPS Energy 2,962.0 $308K 0.07% +235.0 +8.6% $103.96 +27.5%
Page 3 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%