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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 20 of 25  ·  485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 KR KROGER CO Consumer Defensive 6,705.0 $372K 0.06% NEW $55.53 +4.3%
382 CTBI COMMUNITY TR BANCORP INC Financial Services 5,099.0 $369K 0.06% NEW $72.36 +5.7%
383 FCX FREEPORT MCMORAN INC Basic Materials 5,825.0 $366K 0.06% NEW $62.89 +21.9%
384 HIMS HIMS & HERS HEALTH INC Healthcare 10,523.0 $365K 0.06% NEW $34.67 -2.6%
385 AIG AMERICAN INTL GROUP INC Financial Services 4,881.0 $364K 0.06% NEW $74.53 +2.1%
386 CPF CENTRAL PAC FINL CORP Financial Services 9,457.0 $361K 0.06% NEW $38.20 -2.0%
387 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 13,444.0 $361K 0.06% NEW $26.85 -5.1%
388 PHIN PHINIA INC Consumer Cyclical 4,346.0 $358K 0.06% NEW $82.37 -11.7%
389 MAGN MAGNERA CORP Industrials 30,236.0 $355K 0.06% NEW $11.75 +5.0%
390 SEVN SEVEN HILLS REALTY TRUST Real Estate 41,973.0 $354K 0.06% NEW $8.43 -8.7%
391 ON ON SEMICONDUCTOR CORP Technology 3,723.0 $352K 0.06% NEW $94.54 -21.5%
392 GEV GE VERNOVA INC Utilities 299.0 $351K 0.06% NEW $1174.86 -18.6%
393 AROW ARROW FINL CORP Financial Services 8,542.0 $350K 0.06% NEW $40.99 -6.1%
394 UNH UNITEDHEALTH GROUP INC Healthcare 838.0 $348K 0.06% NEW $415.63 -6.1%
395 TROX TRONOX HOLDINGS PLC Basic Materials 55,209.0 $348K 0.06% NEW $6.30 -11.7%
396 GM GENERAL MTRS CO Consumer Cyclical 4,511.0 $348K 0.06% NEW $77.08 +14.1%
397 POOL POOL CORP Industrials 1,611.0 $346K 0.06% NEW $214.90 -12.5%
398 GD GENERAL DYNAMICS CORP Industrials 970.0 $344K 0.06% NEW $354.24 +8.5%
399 PNC PNC FINL SVCS GROUP INC Financial Services 1,391.0 $342K 0.06% NEW $246.22 -1.3%
400 DIOD DIODES INC Technology 3,127.0 $342K 0.06% NEW $109.44 -14.1%
Page 20 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%