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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 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWM ISHARES TR 671.0 $202K 0.04% NEW $300.45 -0.6%
142 JBBB JANUS DETROIT STR TR 4,230.0 $201K 0.04% NEW $47.58 -0.0%
143 PM PHILIP MORRIS INTL INC Consumer Defensive 1,103.0 $201K 0.04% NEW $182.38 +5.7%
144 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 10,878.0 $136K 0.03% $12.52 -3.8%
Page 8 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%