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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 22 of 25  ·  485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 WRLD WORLD ACCEP CORPORATION Financial Services 1,291.0 $289K 0.05% NEW $223.83 -15.9%
422 ST SENSATA TECHNOLOGIES HLDG PL Technology 6,009.0 $287K 0.05% NEW $47.74 -10.3%
423 NUVL NUVALENT INC Healthcare 2,322.0 $287K 0.05% NEW $123.50 +0.4%
424 FB BANCORP INC 19,019.0 $286K 0.05% NEW $15.06
425 RNA ATRIUM THERAPEUTICS INC Healthcare 21,233.0 $286K 0.05% NEW $13.45 -1.9%
426 SOUN SOUNDHOUND AI INC Technology 43,892.0 $284K 0.05% NEW $6.47 +13.1%
427 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,237.0 $281K 0.05% NEW $45.11 +18.5%
428 ALGM ALLEGRO MICROSYSTEMS INC Technology 4,034.0 $281K 0.05% NEW $69.62 -46.6%
429 DIEBOLD NIXDORF INC 3,271.0 $278K 0.04% NEW $85.02
430 KBH KB HOME Consumer Cyclical 4,438.0 $278K 0.04% NEW $62.59 -11.5%
431 LUNR INTUITIVE MACHINES INC Industrials 12,945.0 $277K 0.04% NEW $21.39 -14.4%
432 FF FUTUREFUEL CORP Basic Materials 60,816.0 $275K 0.04% NEW $4.52 +23.0%
433 FBP FIRST BANCORP CORPORATION Financial Services 10,506.0 $274K 0.04% NEW $26.07 +9.4%
434 CRSR CORSAIR GAMING INC Technology 28,166.0 $272K 0.04% NEW $9.67 +13.0%
435 INSW INTERNATIONAL SEAWAYS INC Energy 3,539.0 $271K 0.04% NEW $76.59 +29.9%
436 HUN HUNTSMAN CORP Basic Materials 25,492.0 $271K 0.04% NEW $10.62 -6.1%
437 USCB USCB FINANCIAL HOLDINGS INC Financial Services 13,180.0 $270K 0.04% NEW $20.46 +9.7%
438 ASPN ASPEN AEROGELS INC Industrials 41,759.0 $265K 0.04% NEW $6.34 -18.3%
439 FIRST HAWAIIAN INC 9,010.0 $264K 0.04% NEW $29.30
440 WAFD WAFD INC Financial Services 6,845.0 $263K 0.04% NEW $38.37 -5.2%
Page 22 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%