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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 5 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VYM VANGUARD WHITEHALL FDS 5,780.0 $830K 0.20% NEW $143.52 +10.8%
82 FSLR FIRST SOLAR INC Energy 3,146.0 $823K 0.20% NEW $261.50 -4.9%
83 MAIN MAIN STR CAP CORP Financial Services 12,246.0 $739K 0.18% NEW $60.38 -16.9%
84 KMI KINDER MORGAN INC DEL Energy 25,554.0 $702K 0.17% NEW $27.49 +20.1%
85 IE IVANHOE ELECTRIC INC Technology 43,154.0 $690K 0.17% NEW $15.98 -41.6%
86 TRP TC ENERGY CORP Energy 12,249.0 $686K 0.17% NEW $56.00 +25.3%
87 ICLN ISHARES TR 41,074.0 $675K 0.17% NEW $16.43 +23.5%
88 XOP SPDR SERIES TRUST 5,128.0 $647K 0.16% NEW $126.26 +22.6%
89 BN BROOKFIELD CORP Financial Services 13,795.0 $635K 0.16% NEW $46.01 -6.6%
90 CRCL CIRCLE INTERNET GROUP INC Financial Services 7,628.0 $605K 0.15% NEW $79.30 -13.2%
91 GSBD GOLDMAN SACHS BDC INC Financial Services 62,702.0 $598K 0.15% NEW $9.54 -2.8%
92 BLUE OWL CAPITAL CORPORATION 44,188.0 $565K 0.14% NEW $12.78
93 BATT AMPLIFY ETF TR 39,031.0 $539K 0.13% NEW $13.82 +11.2%
94 PDBC INVESCO ACTVELY MNGD ETC FD 38,164.0 $506K 0.12% NEW $13.25 +21.6%
95 VNM VANECK ETF TRUST 26,423.0 $504K 0.12% NEW $19.08 -4.8%
96 IBB ISHARES TR 2,953.0 $498K 0.12% NEW $168.77 +8.8%
97 TSLA TESLA INC Consumer Cyclical 1,054.0 $477K 0.12% NEW $452.58 -17.1%
98 WOOD ISHARES TR 6,587.0 $474K 0.12% NEW $72.01 -5.9%
99 SHOP SHOPIFY INC Technology 2,840.0 $457K 0.11% NEW $161.02 -30.7%
100 MLPX GLOBAL X FDS 7,448.0 $451K 0.11% NEW $60.60 +23.5%
Page 5 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%