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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 19 of 25  ·  485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MKTX MARKETAXESS HLDGS INC Financial Services 3,661.0 $415K 0.07% NEW $113.49 +42.8%
362 BOH BANK HAWAII CORP Financial Services 5,046.0 $411K 0.07% NEW $81.49 -4.9%
363 FCF FIRST COMWLTH FINL CORP PA Financial Services 20,195.0 $411K 0.07% NEW $20.33 +3.7%
364 SMBC SOUTHERN MO BANCORP INC Financial Services 5,380.0 $410K 0.07% NEW $76.21 -2.4%
365 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,033.0 $409K 0.07% NEW $201.08 +6.8%
366 TER TERADYNE INC Technology 843.0 $408K 0.07% NEW $483.84 -22.3%
367 TFC TRUIST FINL CORP Financial Services 8,081.0 $403K 0.07% NEW $49.82 +1.2%
368 SYNA SYNAPTICS INC Technology 3,226.0 $401K 0.07% NEW $124.23 -21.4%
369 WSBF WATERSTONE FINL INC MD Financial Services 19,292.0 $400K 0.07% NEW $20.73 +1.7%
370 CNO CNO FINL GROUP INC Financial Services 7,785.0 $397K 0.07% NEW $50.98 +5.0%
371 MOV MOVADO GROUP INC Consumer Cyclical 10,082.0 $396K 0.06% NEW $39.31 -11.4%
372 ACLS AXCELIS TECHNOLOGIES INC Technology 2,036.0 $386K 0.06% NEW $189.45 -32.9%
373 CSX CSX CORP Industrials 8,090.0 $385K 0.06% NEW $47.53 +8.5%
374 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,323.0 $384K 0.06% NEW $290.59 -8.2%
375 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,207.0 $384K 0.06% NEW $91.20 -16.6%
376 SILA SILA REALTY TRUST INC Real Estate 12,503.0 $380K 0.06% NEW $30.36 +0.0%
377 AOMR ANGEL OAK MORTGAGE REIT INC Real Estate 41,791.0 $379K 0.06% NEW $9.08 -9.3%
378 VECO VEECO INSTRS INC DEL Technology 4,985.0 $378K 0.06% NEW $75.80 -36.9%
379 STBA S & T BANCORP INC Financial Services 7,693.0 $378K 0.06% NEW $49.08 +2.6%
380 QCOM QUALCOMM INC Technology 2,022.0 $374K 0.06% NEW $184.79 -13.0%
Page 19 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%