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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 18 of 25  ·  485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SEADRILL LTD 12,116.0 $458K 0.07% NEW $37.82
342 MGRC MCGRATH RENTCORP Industrials 3,736.0 $452K 0.07% NEW $121.03 -3.6%
343 SMC SUMMIT MIDSTREAM CORPORATION Energy 15,717.0 $448K 0.07% NEW $28.48 +19.8%
344 RYZ RYERSON HLDG CORP Consumer Defensive 18,154.0 $447K 0.07% NEW $24.61 +2.2%
345 LYTS LSI INDS INC OHIO Technology 16,778.0 $446K 0.07% NEW $26.58 -23.5%
346 BFS SAUL CTRS INC Real Estate 11,893.0 $445K 0.07% NEW $37.39 -9.8%
347 CRC CALIFORNIA RES CORP Energy 8,409.0 $445K 0.07% NEW $52.87 +0.7%
348 CHRD CHORD ENERGY CORPORATION Energy 3,886.0 $444K 0.07% NEW $114.30 +29.4%
349 MSM MSC INDL DIRECT INC Industrials 3,686.0 $438K 0.07% NEW $118.95 +0.7%
350 EXPAND ENERGY CORPORATION 4,803.0 $438K 0.07% NEW $91.19
351 SWKS SKYWORKS SOLUTIONS INC Technology 6,455.0 $438K 0.07% NEW $67.80 -1.0%
352 CB CHUBB LIMITED Financial Services 1,280.0 $436K 0.07% NEW $340.74 +0.1%
353 FVCB FVCBANKCORP INC Financial Services 24,921.0 $436K 0.07% NEW $17.50 +6.2%
354 TRST TRUSTCO BK CORP N Y Financial Services 7,911.0 $434K 0.07% NEW $54.91 +3.5%
355 CIVB CIVISTA BANCSHARES INC Financial Services 15,262.0 $431K 0.07% NEW $28.22 -2.2%
356 INBK FIRST INTERNET BANCORP Financial Services 15,407.0 $428K 0.07% NEW $27.80 +5.0%
357 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 16,546.0 $422K 0.07% NEW $25.53 +7.2%
358 DEA EASTERLY GOVT PPTYS INC Real Estate 16,936.0 $422K 0.07% NEW $24.93 -1.3%
359 THRM GENTHERM INC Consumer Cyclical 12,376.0 $422K 0.07% NEW $34.11 +18.6%
360 TCBK TRICO BANCSHARES Financial Services 7,831.0 $422K 0.07% NEW $53.85 +2.3%
Page 18 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%