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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 5 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KLARNA GROUP PLC 25,886.0 $524K 0.11% NEW $20.24
82 EUFN ISHARES TR 13,161.0 $513K 0.11% +3K +24.7% $38.99 +9.0%
83 RYN RAYONIER INC Real Estate 23,670.0 $504K 0.11% -3K -12.4% $21.30 -0.4%
84 PSCH INVESCO EXCH TRADED FD TR II 9,514.0 $498K 0.11% -162.0 -1.7% $52.35 +6.2%
85 MU MICRON TECHNOLOGY INC Technology 424.0 $489K 0.10% -646.0 -60.4% $1153.72 -19.9%
86 FSLR FIRST SOLAR INC Energy 2,049.0 $483K 0.10% -33.0 -1.6% $235.53 -12.2%
87 VNM VANECK ETF TRUST 25,808.0 $477K 0.10% -615.0 -2.3% $18.47 -2.7%
88 KRE SPDR SERIES TRUST 6,358.0 $476K 0.10% $74.81 -0.7%
89 KWEB KRANESHARES TRUST 18,917.0 $463K 0.10% +3K +21.1% $24.46 +8.0%
90 GHYG ISHARES INC 9,743.0 $441K 0.09% NEW $45.29 +0.2%
91 IAT ISHARES TR 7,076.0 $440K 0.09% -325.0 -4.4% $62.25 -0.1%
92 SGOL ETFS GOLD TR Financial Services 11,358.0 $434K 0.09% $38.23 +15.6%
93 ARM ARM HOLDINGS PLC Technology 1,212.0 $430K 0.09% -470.0 -27.9% $354.57 -31.7%
94 EWC ISHARES INC 7,294.0 $420K 0.09% -144.0 -1.9% $57.64 +8.6%
95 JTEK J P MORGAN EXCHANGE TRADED F 3,704.0 $413K 0.09% $111.55 -12.0%
96 AVGO BROADCOM INC Technology 1,085.0 $410K 0.09% NEW $377.75 -5.4%
97 VEA VANGUARD TAX-MANAGED FDS 5,723.0 $408K 0.09% +2K +64.4% $71.25 +3.4%
98 IEUR ISHARES TR 5,178.0 $389K 0.08% +277.0 +5.7% $75.17 +4.6%
99 IE IVANHOE ELECTRIC INC Technology 40,017.0 $385K 0.08% -3K -7.3% $9.61 +22.1%
100 UNH UNITEDHEALTH GROUP INC Healthcare 915.0 $381K 0.08% NEW $416.30 -4.4%
Page 5 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%