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Portfolio (Quarterly) Guide ↗

OFS Enterprise LLC

· CIK 0002107566
13F Portfolio $392M AUM 106 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 37 Added 21 Reduced 1 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 121,422.0 $83.4M 21.29% +1K +0.9% $686.81 +3.2%
2 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 56,835.0 $40.0M 10.21% +725.0 +1.3% $703.35 -0.7%
3 IWM ISHARES TR 120,029.0 $36.1M 9.21% +951.0 +0.8% $300.45 -0.2%
4 EFA ISHARES TR 129,400.0 $13.4M 3.43% +1K +0.9% $103.88 +4.0%
5 AGG ISHARES TR 129,872.0 $12.9M 3.28% +11K +9.0% $98.98 -1.2%
6 IWF ISHARES TR 97,704.0 $12.1M 3.10% +73K +295.9% $124.17 -0.2%
7 IWD ISHARES TR 45,212.0 $11.0M 2.80% +285.0 +0.6% $242.43 +6.2%
8 IJK ISHARES TR 82,646.0 $9.7M 2.48% +439.0 +0.5% $117.50 -1.6%
9 IJJ ISHARES TR 62,340.0 $9.2M 2.35% +992.0 +1.6% $147.73 +0.3%
10 BERKSHIRE HATHAWAY INC DEL 14,132.0 $7.1M 1.80% +124.0 +0.9% $500.39
11 BND VANGUARD BD INDEX FDS 58,938.0 $4.3M 1.10% +7K +13.1% $73.41 -1.2%
12 AAPL APPLE INC Technology 13,276.0 $3.8M 0.98% +275.0 +2.1% $289.35 +8.7%
13 IEFA ISHARES TR 26,612.0 $2.6M 0.66% +1K +4.2% $96.58 +4.3%
14 SCHZ SCHWAB STRATEGIC TR 110,173.0 $2.5M 0.65% +5K +4.7% $23.13 -1.2%
15 BKE BUCKLE INC Consumer Cyclical 43,779.0 $1.8M 0.47% +430.0 +1.0% $42.20 +1.7%
16 AMZN AMAZON COM INC Consumer Cyclical 6,120.0 $1.5M 0.37% +928.0 +17.9% $238.34 +7.5%
17 XLK SELECT SECTOR SPDR TR 7,574.0 $1.4M 0.37% +270.0 +3.7% $190.52 -1.0%
18 VO VANGUARD INDEX FDS 15,406.0 $1.2M 0.32% +11K +258.3% $80.57 +3.1%
19 GOOGL ALPHABET INC Communication Services 3,003.0 $1.1M 0.27% +58.0 +2.0% $357.43 -4.7%
20 GOOG ALPHABET INC 2,786.0 $985K 0.25% +38.0 +1.4% $353.39
Page 1 of 2  ·  37 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
Financial Services 76.7%
Technology 9.3%
Consumer Cyclical 4.6%
Industrials 4.0%
Healthcare 2.4%
Communication Services 1.8%
Consumer Defensive 0.7%
Energy 0.5%