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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 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FEZ SPDR INDEX SHS FDS 17,825.0 $1.1M 0.31% -47K -72.3% $62.08 +8.9%
22 URA GLOBAL X FDS 19,677.0 $953K 0.26% -17K -46.8% $48.43 -9.3%
23 XHB SPDR SERIES TRUST 9,568.0 $934K 0.26% -5K -35.0% $97.63 +18.7%
24 NVDA NVIDIA CORPORATION Technology 5,148.0 $898K 0.25% -17K -76.8% $174.41 +12.2%
25 CQQQ INVESCO EXCH TRADED FD TR II 19,193.0 $880K 0.24% -869.0 -4.3% $45.87 +19.2%
26 GOOGL ALPHABET INC Communication Services 3,048.0 $876K 0.24% -39.0 -1.3% $287.56 +19.5%
27 AMLP ALPS ETF TR 14,483.0 $762K 0.21% -8K -35.9% $52.64 -2.9%
28 DIA STATE STR SPDR DOW JONES IND Financial Services 1,474.0 $684K 0.19% -3K -65.8% $463.95 +11.9%
29 FLBL FRANKLIN TEMPLETON ETF TR 29,456.0 $677K 0.19% -57K -65.8% $23.00 -0.6%
30 SMH VANECK ETF TRUST 1,668.0 $640K 0.18% -1K -44.8% $383.40 +66.0%
31 EWJV ISHARES TR 12,768.0 $545K 0.15% -44K -77.5% $42.67 +3.0%
32 SGOL ETFS GOLD TR Financial Services 11,358.0 $507K 0.14% -11K -50.1% $44.62 -14.1%
33 VIG VANGUARD SPECIALIZED FUNDS 2,216.0 $477K 0.13% -2K -45.1% $215.06 +9.4%
34 SIVR ABRDN SILVER ETF TRUST Financial Services 6,565.0 $470K 0.13% -6K -47.3% $71.61 -23.2%
35 KWEB KRANESHARES TRUST 15,622.0 $443K 0.12% -14K -47.1% $28.39 -16.8%
36 PSP INVESCO EXCHANGE TRADED FD T 7,766.0 $439K 0.12% -14K -64.8% $56.52 -2.9%
37 EWC ISHARES INC 7,438.0 $408K 0.11% -23K -75.2% $54.79 +5.2%
38 FSLR FIRST SOLAR INC Energy 2,082.0 $407K 0.11% -1K -33.8% $195.57 +27.1%
39 XLF SELECT SECTOR SPDR TR 7,520.0 $371K 0.10% -18K -70.2% $49.37 +8.3%
40 EUFN ISHARES TR 10,554.0 $368K 0.10% -27K -71.7% $34.85 +10.6%
Page 2 of 3  ·  47 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%