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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 9 of 25  ·  485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GENI GENIUS SPORTS LIMITED Communication Services 230,581.0 $1.4M 0.23% NEW $6.06 +33.0%
162 GEF GREIF INC Consumer Cyclical 18,506.0 $1.4M 0.22% NEW $74.49 +18.0%
163 LMND LEMONADE INC Financial Services 20,873.0 $1.4M 0.22% NEW $65.05 -18.0%
164 AUR AURORA INNOVATION INC Technology 198,514.0 $1.4M 0.22% NEW $6.82 -8.5%
165 NET CLOUDFLARE INC Technology 5,438.0 $1.3M 0.22% NEW $245.28 +19.5%
166 FRME FIRST MERCHANTS CORP Financial Services 30,458.0 $1.3M 0.22% NEW $43.69 -3.8%
167 IOT SAMSARA INC Technology 40,963.0 $1.3M 0.22% NEW $32.43 +23.2%
168 AGNC AGNC INVT CORP Real Estate 120,735.0 $1.3M 0.21% NEW $10.90 -0.1%
169 AM ANTERO MIDSTREAM CORP Energy 57,245.0 $1.3M 0.21% NEW $22.75 -2.7%
170 ACT ENACT HLDGS INC Financial Services 28,159.0 $1.3M 0.21% NEW $45.71 +7.6%
171 DKNG DRAFTKINGS INC NEW Consumer Cyclical 50,876.0 $1.3M 0.21% NEW $25.26 +3.6%
172 COP CONOCOPHILLIPS Energy 12,283.0 $1.3M 0.21% NEW $103.96 +29.7%
173 RBRK RUBRIK INC. Technology 15,782.0 $1.3M 0.21% NEW $80.28 +24.7%
174 VSAT VIASAT INC Technology 14,097.0 $1.3M 0.21% NEW $89.81 -16.8%
175 UPS UNITED PARCEL SVCS INC Industrials 11,656.0 $1.3M 0.20% NEW $107.50 -5.1%
176 CORT CORCEPT THERAPEUTICS INC Healthcare 14,271.0 $1.2M 0.20% NEW $86.95 +40.6%
177 CLH CLEAN HARBORS INC Industrials 4,145.0 $1.2M 0.20% NEW $298.75 +5.8%
178 ACHR ARCHER AVIATION INC Industrials 260,940.0 $1.2M 0.20% NEW $4.73 +33.2%
179 CL COLGATE PALMOLIVE CO Consumer Defensive 13,316.0 $1.2M 0.20% NEW $91.68 -0.7%
180 AMAT APPLIED MATLS INC Technology 1,688.0 $1.2M 0.20% NEW $723.00 -31.9%
Page 9 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%