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Portfolio (Quarterly) Guide ↗

Odyssean, LLC

· CIK 0002092853
13F Portfolio $615M AUM 485 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 485 New
Page 11 of 25  ·  485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CVBF CVB FINL CORP Financial Services 47,984.0 $1.1M 0.18% NEW $22.55 +0.1%
202 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 20,430.0 $1.1M 0.17% NEW $52.65 +28.3%
203 FCPT FOUR CORNERS PPTY TR INC Real Estate 43,706.0 $1.1M 0.17% NEW $24.55 +2.8%
204 AFL AFLAC INC Financial Services 8,925.0 $1.0M 0.17% NEW $117.25 -1.0%
205 PEBO PEOPLES BANCORP INC Financial Services 27,226.0 $1.0M 0.17% NEW $38.41 +4.3%
206 PL PLANET LABS PBC Industrials 31,510.0 $1.0M 0.17% NEW $33.13 -32.7%
207 PATH UIPATH INC Technology 95,912.0 $1.0M 0.17% NEW $10.87 +50.8%
208 ADMA ADMA BIOLOGICS INC Healthcare 124,498.0 $1.0M 0.17% NEW $8.37 +17.6%
209 PEP PEPSICO INC Consumer Defensive 7,658.0 $1.0M 0.17% NEW $135.40 +6.0%
210 T AT&T INC Communication Services 50,053.0 $1.0M 0.17% NEW $20.70 +22.3%
211 IMKTA INGLES MKTS INC Consumer Defensive 11,530.0 $1.0M 0.17% NEW $88.58 -4.1%
212 CNA CNA FINL CORP Financial Services 20,716.0 $1.0M 0.16% NEW $48.61 +0.8%
213 CASS CASS INFORMATION SYS INC Industrials 19,075.0 $979K 0.16% NEW $51.32 +9.9%
214 UI UBIQUITI INC Technology 1,826.0 $975K 0.16% NEW $534.03 +4.7%
215 LASR NLIGHT INC Technology 13,938.0 $970K 0.16% NEW $69.62 -31.9%
216 MSEX MIDDLESEX WTR CO Utilities 17,227.0 $967K 0.16% NEW $56.16 +3.7%
217 YORW YORK WTR CO Utilities 31,156.0 $955K 0.15% NEW $30.65 +11.0%
218 NUVB NUVATION BIO INC Healthcare 168,009.0 $954K 0.15% NEW $5.68 +22.0%
219 GLOB GLOBANT S A Technology 32,693.0 $946K 0.15% NEW $28.94 +36.9%
220 HFWA HERITAGE FINL CORP WASH Financial Services 31,917.0 $945K 0.15% NEW $29.62 -1.8%
Page 11 of 25  ·  485 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
Technology 22.7%
Financial Services 17.8%
Healthcare 16.9%
Real Estate 7.6%
Industrials 7.0%
Consumer Cyclical 6.5%
Utilities 6.1%
Energy 4.6%
Communication Services 4.5%
Consumer Defensive 4.4%