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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 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 13,276.0 $3.8M 0.98% +275.0 +2.1% $289.35 +8.7%
22 SCHX SCHWAB STRATEGIC TR 91,023.0 $2.7M 0.68% -586.0 -0.6% $29.43 +3.3%
23 IEFA ISHARES TR 26,612.0 $2.6M 0.66% +1K +4.2% $96.58 +4.3%
24 AXP AMERICAN EXPRESS CO Financial Services 7,548.0 $2.6M 0.65% $338.25 -1.2%
25 SCHZ SCHWAB STRATEGIC TR 110,173.0 $2.5M 0.65% +5K +4.7% $23.13 -1.2%
26 IJH ISHARES TR 32,604.0 $2.5M 0.64% $77.11 -0.6%
27 VTI VANGUARD INDEX FDS 5,775.0 $2.1M 0.55% $370.04 +2.9%
28 SCHM SCHWAB STRATEGIC TR 53,510.0 $2.0M 0.50% -533.0 -1.0% $36.87 -2.3%
29 JNJ JOHNSON & JOHNSON Healthcare 7,385.0 $1.9M 0.48% -278.0 -3.6% $253.97 +4.6%
30 BKE BUCKLE INC Consumer Cyclical 43,779.0 $1.8M 0.47% +430.0 +1.0% $42.20 +1.7%
31 SCHA SCHWAB STRATEGIC TR 50,700.0 $1.8M 0.47% -1K -2.6% $36.13 -3.8%
32 ETN EATON CORP PLC Industrials 4,201.0 $1.8M 0.46% $426.12 -2.4%
33 JPM JPMORGAN CHASE & CO Financial Services 5,414.0 $1.8M 0.45% -677.0 -11.1% $327.33 +8.2%
34 ACWX ISHARES TR 20,297.0 $1.5M 0.39% -1K -6.3% $76.11 +2.4%
35 MSFT MICROSOFT CORP Technology 4,114.0 $1.5M 0.39% -85.0 -2.0% $373.02 +35.4%
36 AMZN AMAZON COM INC Consumer Cyclical 6,120.0 $1.5M 0.37% +928.0 +17.9% $238.34 +7.5%
37 XLK SELECT SECTOR SPDR TR 7,574.0 $1.4M 0.37% +270.0 +3.7% $190.52 -1.0%
38 IBDV ISHARES TR 65,985.0 $1.4M 0.37% $21.80 -0.7%
39 VO VANGUARD INDEX FDS 15,406.0 $1.2M 0.32% +11K +258.3% $80.57 +3.1%
40 IWB ISHARES TR 2,959.0 $1.2M 0.31% $409.50 +3.1%
Page 2 of 6  ·  106 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%