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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 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PAVE GLOBAL X FDS 102,307.0 $6.0M 1.28% +2K +1.5% $59.02 -5.8%
22 IWF ISHARES TR 47,652.0 $5.9M 1.25% +36K +313.6% $124.12 -2.0%
23 VB VANGUARD INDEX FDS 18,043.0 $5.5M 1.16% +442.0 +2.5% $303.94 -0.4%
24 IAGG ISHARES TR 104,367.0 $5.3M 1.12% $50.60 -1.3%
25 HYG ISHARES TR 65,667.0 $5.3M 1.11% +3K +4.2% $79.97 -0.2%
26 EWJ ISHARES INC 55,411.0 $5.2M 1.09% +1K +2.7% $93.27 +2.2%
27 PGX INVESCO EXCH TRADED FD TR II 465,571.0 $5.0M 1.07% +7K +1.4% $10.84 -1.9%
28 PSCT INVESCO EXCH TRADED FD TR II 51,743.0 $4.8M 1.01% -3K -5.7% $92.36 -16.0%
29 VNQ VANGUARD INDEX FDS 44,977.0 $4.3M 0.92% +2K +4.9% $96.43 +2.9%
30 IGV ISHARES TR 40,941.0 $3.7M 0.79% +15K +55.0% $90.59 +12.3%
31 EPP ISHARES INC 64,474.0 $3.4M 0.73% +4K +5.8% $53.26 +9.7%
32 MLPX GLOBAL X FDS 44,876.0 $3.3M 0.70% +412.0 +0.9% $73.66 +0.8%
33 RSP INVESCO EXCHANGE TRADED FD T 15,121.0 $3.2M 0.68% +264.0 +1.8% $212.77 +4.1%
34 ICVT ISHARES TR 22,485.0 $2.7M 0.58% $121.74 -5.1%
35 NVDA NVIDIA CORPORATION Technology 13,367.0 $2.7M 0.57% +8K +159.7% $200.09 +6.1%
36 SHYG ISHARES TR 54,019.0 $2.3M 0.49% +806.0 +1.5% $42.41 -0.2%
37 EMXC ISHARES INC 22,320.0 $2.3M 0.48% +1K +4.7% $102.30 -4.3%
38 VOT VANGUARD INDEX FDS 7,263.0 $2.2M 0.47% +1K +17.5% $305.94 -0.9%
39 ITB ISHARES TR 21,125.0 $2.2M 0.47% +4K +21.9% $104.48 -6.7%
40 VNQI VANGUARD INTL EQUITY INDEX F 39,929.0 $1.8M 0.38% +1K +3.2% $44.85 +2.1%
Page 2 of 8  ·  144 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%