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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 3 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC Communication Services 7,004.0 $2.2M 0.54% NEW $313.80 +9.0%
42 ARES ARES MANAGEMENT CORPORATION Financial Services 13,399.0 $2.2M 0.54% NEW $162.28 -30.7%
43 KKR KKR & CO INC Financial Services 16,945.0 $2.2M 0.54% NEW $127.94 -27.6%
44 DIA SPDR DOW JONES INDL AVERAGE Financial Services 4,314.0 $2.1M 0.51% NEW $481.53 +7.8%
45 FLBL FRANKLIN TEMPLETON ETF TR 86,067.0 $2.0M 0.50% NEW $23.42 -2.4%
46 IEUR ISHARES TR 26,887.0 $1.9M 0.47% NEW $70.98 +4.9%
47 ITB ISHARES TR 18,824.0 $1.8M 0.45% NEW $96.30 +8.3%
48 VUG VANGUARD INDEX FDS 3,638.0 $1.8M 0.44% NEW $487.86 -83.0%
49 BX BLACKSTONE INC Financial Services 11,027.0 $1.7M 0.42% NEW $154.39 -26.0%
50 URA GLOBAL X FDS 36,969.0 $1.7M 0.41% NEW $44.67 -1.7%
51 EWC ISHARES INC 29,954.0 $1.6M 0.40% NEW $53.93 +6.8%
52 VNQI VANGUARD INTL EQUITY INDEX F 35,121.0 $1.6M 0.40% NEW $45.84 -2.2%
53 FXI ISHARES TR 41,051.0 $1.6M 0.39% NEW $38.29 -17.3%
54 XHB SPDR SERIES TRUST 14,730.0 $1.5M 0.38% NEW $103.17 +12.4%
55 PSP INVESCO EXCHANGE TRADED FD T 22,056.0 $1.5M 0.37% NEW $67.07 -18.2%
56 MSFT MICROSOFT CORP Technology 3,000.0 $1.5M 0.36% NEW $483.62 -27.0%
57 XLF SELECT SECTOR SPDR TR 25,256.0 $1.4M 0.34% NEW $54.77 -2.4%
58 EUFN ISHARES TR 37,241.0 $1.4M 0.34% NEW $37.09 +3.9%
59 VDC VANGUARD WORLD FD 6,503.0 $1.4M 0.34% NEW $211.24 +7.6%
60 APOS APOLLO GLOBAL MGMT INC Financial Services 9,222.0 $1.3M 0.33% NEW $145.04 -82.5%
Page 3 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%