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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KRE SPDR SERIES TRUST 6,358.0 $410K 0.11% $64.50 +15.9%
82 EWC ISHARES INC 7,438.0 $408K 0.11% -23K -75.2% $54.79 +5.2%
83 FSLR FIRST SOLAR INC Energy 2,082.0 $407K 0.11% -1K -33.8% $195.57 +27.1%
84 IAT ISHARES TR 7,401.0 $396K 0.11% $53.56 +16.4%
85 PSCH INVESCO EXCH TRADED FD TR II 9,676.0 $395K 0.11% $40.82 +26.2%
86 ENB ENBRIDGE INC Energy 7,285.0 $394K 0.11% $54.10 +3.9%
87 TSLA TESLA INC Consumer Cyclical 1,054.0 $392K 0.11% $371.75 +0.9%
88 AMD ADVANCED MICRO DEVICES INC Technology 1,847.0 $376K 0.10% $203.43 +161.8%
89 XLF SELECT SECTOR SPDR TR 7,520.0 $371K 0.10% -18K -70.2% $49.37 +8.3%
90 EUFN ISHARES TR 10,554.0 $368K 0.10% -27K -71.7% $34.85 +10.6%
91 MU MICRON TECHNOLOGY INC Technology 1,070.0 $360K 0.10% +25.0 +2.4% $336.46 +260.7%
92 COP CONOCOPHILLIPS Energy 2,727.0 $360K 0.10% $132.00 -19.4%
93 IEUR ISHARES TR 4,901.0 $344K 0.10% -22K -81.8% $70.27 +6.0%
94 SLV ISHARES SILVER TR Financial Services 5,020.0 $342K 0.10% -60K -92.3% $68.14 -23.2%
95 BATT AMPLIFY ETF TR 22,609.0 $330K 0.09% -16K -42.1% $14.60 +5.2%
96 IEFA ISHARES TR 3,565.0 $323K 0.09% $90.53 +6.1%
97 NET CLOUDFLARE INC Technology 1,467.0 $303K 0.08% $206.34 +9.8%
98 JTEK J P MORGAN EXCHANGE TRADED F 3,704.0 $295K 0.08% +1K +47.8% $79.54 +33.7%
99 IQVIA HLDGS INC 1,721.0 $293K 0.08% +422.0 +32.5% $170.53
100 TWLO TWILIO INC Communication Services 2,332.0 $293K 0.08% $125.82 +51.7%
Page 5 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%