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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 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ICLN ISHARES TR 46,918.0 $961K 0.20% $20.49 -13.7%
62 MSFT MICROSOFT CORP Technology 2,527.0 $943K 0.20% NEW $373.02 +31.4%
63 AAPL APPLE INC Technology 3,163.0 $915K 0.19% NEW $289.36 +7.0%
64 MAIN MAIN STR CAP CORP Financial Services 17,045.0 $884K 0.19% +4K +35.5% $51.86 +13.3%
65 URA GLOBAL X FDS 19,861.0 $868K 0.18% +184.0 +0.9% $43.70 +10.6%
66 AMZN AMAZON COM INC Consumer Cyclical 3,625.0 $864K 0.18% +2K +206.9% $238.44 +9.2%
67 TRP TC ENERGY CORP Energy 12,617.0 $853K 0.18% +356.0 +2.9% $67.57 -8.0%
68 AMD ADVANCED MICRO DEVICES INC Technology 1,437.0 $835K 0.18% -410.0 -22.2% $580.91 -18.0%
69 KMI KINDER MORGAN INC DEL Energy 25,714.0 $822K 0.17% +160.0 +0.6% $31.97 -2.5%
70 XOP SPDR SERIES TRUST 5,173.0 $798K 0.17% $154.26 +19.3%
71 GSBD GOLDMAN SACHS BDC INC Financial Services 79,546.0 $780K 0.17% +14K +20.5% $9.80 +2.0%
72 DIA STATE STR SPDR DOW JONES IND Financial Services 1,474.0 $770K 0.16% $522.72 +2.3%
73 AMLP ALPS ETF TR 14,742.0 $764K 0.16% +259.0 +1.8% $51.85 +5.5%
74 CG CARLYLE GROUP INC Financial Services 18,103.0 $757K 0.16% -286.0 -1.6% $41.84 +16.9%
75 WOOD ISHARES TR 9,326.0 $618K 0.13% $66.24 +9.3%
76 BN BROOKFIELD CORP Financial Services 14,235.0 $606K 0.13% +440.0 +3.2% $42.56 -1.2%
77 PSP INVESCO EXCHANGE TRADED FD T 10,542.0 $587K 0.12% +3K +35.8% $55.70 +14.4%
78 BLUE OWL CAPITAL CORPORATION 51,302.0 $574K 0.12% +2K +4.1% $11.18
79 EWJV ISHARES TR 13,003.0 $572K 0.12% +235.0 +1.8% $43.96 +7.7%
80 VIG VANGUARD SPECIALIZED FUNDS 2,216.0 $524K 0.11% $236.62 +3.2%
Page 4 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%