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Portfolio (Quarterly) Guide ↗

Cordoba Advisory Partners LLC

· CIK 0002067133
13F Portfolio $405M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 145 New
Page 4 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EDIV SPDR INDEX SHS FDS 33,000.0 $1.3M 0.32% NEW $39.15 +3.7%
62 AAPL APPLE INC Technology 4,419.0 $1.2M 0.30% NEW $271.86 +1.2%
63 IEUS ISHARES TR 16,410.0 $1.1M 0.28% NEW $68.54 +1.1%
64 CG CARLYLE GROUP INC Financial Services 18,389.0 $1.1M 0.27% NEW $59.28 -29.3%
65 SMH VANECK ETF TRUST 3,023.0 $1.1M 0.27% NEW $360.11 +76.7%
66 AMZN AMAZON COM INC Consumer Cyclical 4,605.0 $1.1M 0.26% NEW $230.86 -1.7%
67 AMLP ALPS ETF TR 22,590.0 $1.1M 0.26% NEW $47.02 +8.7%
68 ICVT ISHARES TR 10,688.0 $1.1M 0.26% NEW $98.50 +22.9%
69 CQQQ INVESCO EXCH TRADED FD TR II 20,062.0 $1.0M 0.26% NEW $52.04 +5.1%
70 HTGC HERCULES CAPITAL INC Financial Services 55,367.0 $1.0M 0.26% NEW $18.82 -19.0%
71 BIZD VANECK ETF TRUST 73,243.0 $1.0M 0.26% NEW $14.18 -13.6%
72 KWEB KRANESHARES TRUST 29,514.0 $1.0M 0.25% NEW $34.06 -30.6%
73 GOOGL ALPHABET INC Communication Services 3,087.0 $968K 0.24% NEW $313.50 +9.6%
74 SGOL ETFS GOLD TR Financial Services 22,758.0 $935K 0.23% NEW $41.08 -6.7%
75 META META PLATFORMS INC Communication Services 3,488.0 $932K 0.23% NEW $267.19 +103.2%
76 IJK ISHARES TR 9,559.0 $927K 0.23% NEW $96.96 +19.7%
77 ARCC ARES CAPITAL CORP Financial Services 44,436.0 $899K 0.22% NEW $20.24 -11.1%
78 VIG VANGUARD SPECIALIZED FUNDS 4,038.0 $887K 0.22% NEW $219.78 +7.0%
79 XBI SPDR SERIES TRUST 6,962.0 $849K 0.21% NEW $121.93 +24.3%
80 SIVR ABRDN SILVER ETF TRUST Financial Services 12,450.0 $842K 0.21% NEW $67.64 -18.7%
Page 4 of 8  ·  145 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 67.0%
Technology 15.3%
Communication Services 6.7%
Energy 4.3%
Consumer Cyclical 3.5%
Healthcare 1.8%
Real Estate 1.1%
Utilities 0.3%