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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 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TRP TC ENERGY CORP Energy 12,261.0 $773K 0.21% $63.06 +11.3%
62 AMLP ALPS ETF TR 14,483.0 $762K 0.21% -8K -35.9% $52.64 -2.9%
63 CRCL CIRCLE INTERNET GROUP INC Financial Services 7,628.0 $728K 0.20% $95.41 -27.9%
64 DIA STATE STR SPDR DOW JONES IND Financial Services 1,474.0 $684K 0.19% -3K -65.8% $463.95 +11.9%
65 FLBL FRANKLIN TEMPLETON ETF TR 29,456.0 $677K 0.19% -57K -65.8% $23.00 -0.6%
66 MAIN MAIN STR CAP CORP Financial Services 12,582.0 $666K 0.18% +336.0 +2.7% $52.91 -5.1%
67 WOOD ISHARES TR 9,325.0 $662K 0.18% +3K +41.6% $70.95 -4.5%
68 SMH VANECK ETF TRUST 1,668.0 $640K 0.18% -1K -44.8% $383.40 +66.0%
69 GSBD GOLDMAN SACHS BDC INC Financial Services 66,009.0 $594K 0.16% +3K +5.3% $9.00 +3.0%
70 BLUE OWL CAPITAL CORPORATION 49,278.0 $562K 0.15% +5K +11.5% $11.41
71 RYN RAYONIER INC Real Estate 27,016.0 $557K 0.15% NEW $20.62 +6.1%
72 BN BROOKFIELD CORP Financial Services 13,795.0 $554K 0.15% $40.15 +7.1%
73 EWJV ISHARES TR 12,768.0 $545K 0.15% -44K -77.5% $42.67 +3.0%
74 IE IVANHOE ELECTRIC INC Technology 43,154.0 $510K 0.14% $11.82 -21.1%
75 SGOL ETFS GOLD TR Financial Services 11,358.0 $507K 0.14% -11K -50.1% $44.62 -14.1%
76 VIG VANGUARD SPECIALIZED FUNDS 2,216.0 $477K 0.13% -2K -45.1% $215.06 +9.4%
77 SIVR ABRDN SILVER ETF TRUST Financial Services 6,565.0 $470K 0.13% -6K -47.3% $71.61 -23.2%
78 VNM VANECK ETF TRUST 26,423.0 $457K 0.13% $17.31 +4.9%
79 KWEB KRANESHARES TRUST 15,622.0 $443K 0.12% -14K -47.1% $28.39 -16.8%
80 PSP INVESCO EXCHANGE TRADED FD T 7,766.0 $439K 0.12% -14K -64.8% $56.52 -2.9%
Page 4 of 6  ·  118 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%