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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 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VDC VANGUARD WORLD FD 7,888.0 $1.8M 0.38% $226.71 +2.9%
42 PDBC INVESCO ACTVELY MNGD ETC FD 103,623.0 $1.6M 0.35% $15.88 +14.9%
43 GOOG ALPHABET INC 4,651.0 $1.6M 0.35% NEW $353.33
44 KKR KKR & CO INC 17,433.0 $1.6M 0.34% +174.0 +1.0% $91.29
45 VBK VANGUARD INDEX FDS 4,064.0 $1.5M 0.32% +373.0 +10.1% $365.70 -2.8%
46 ARES ARES MANAGEMENT CORPORATION Financial Services 13,289.0 $1.5M 0.31% -380.0 -2.8% $110.53 +27.1%
47 EDIV SPDR INDEX SHS FDS 35,431.0 $1.5M 0.31% +2K +7.4% $40.96 +3.2%
48 FEZ SPDR INDEX SHS FDS 20,891.0 $1.4M 0.30% +3K +17.2% $68.68 +4.3%
49 IEUS ISHARES TR 19,677.0 $1.4M 0.29% +2K +8.8% $69.21 +7.9%
50 BX BLACKSTONE INC Financial Services 11,138.0 $1.3M 0.28% -149.0 -1.3% $117.20 +21.6%
51 IJK ISHARES TR 11,129.0 $1.3M 0.28% +653.0 +6.2% $117.20 -2.3%
52 GOOGL ALPHABET INC Communication Services 3,542.0 $1.3M 0.27% +494.0 +16.2% $357.22 -2.9%
53 XHB SPDR SERIES TRUST 9,697.0 $1.1M 0.24% +129.0 +1.4% $115.51 -8.4%
54 HTGC HERCULES CAPITAL INC Financial Services 70,950.0 $1.1M 0.24% +12K +20.7% $15.78 +10.9%
55 CQQQ INVESCO EXCH TRADED FD TR II 19,193.0 $1.1M 0.23% $56.84 -15.4%
56 ARCC ARES CAPITAL CORP Financial Services 58,179.0 $1.1M 0.23% +11K +23.4% $18.70 +6.3%
57 APOS APOLLO GLOBAL MGMT INC 9,153.0 $1.1M 0.23% NEW $117.56
58 SMH VANECK ETF TRUST 1,625.0 $1.1M 0.23% -43.0 -2.6% $655.89 -15.3%
59 FLBL FRANKLIN TEMPLETON ETF TR 43,375.0 $994K 0.21% +14K +47.2% $22.92 +1.0%
60 BIZD VANECK ETF TRUST 76,064.0 $963K 0.20% +3K +3.9% $12.66 +5.5%
Page 3 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%