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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 3 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 3,915.0 $1.1M 0.28% $281.21 -15.8%
42 GOOGL ALPHABET INC Communication Services 3,003.0 $1.1M 0.27% +58.0 +2.0% $357.43 -2.8%
43 VBK VANGUARD INDEX FDS 2,900.0 $1.1M 0.27% -15.0 -0.5% $365.70 -3.2%
44 UNP UNION PAC CORP Industrials 3,675.0 $1000K 0.26% $271.99 +13.0%
45 GOOG ALPHABET INC 2,786.0 $985K 0.25% +38.0 +1.4% $353.39
46 NVDA NVIDIA CORPORATION Technology 4,804.0 $961K 0.24% +680.0 +16.5% $200.10 +11.5%
47 USB US BANCORP Financial Services 15,099.0 $912K 0.23% $60.40 +3.4%
48 QQQ INVESCO QQQ TR Financial Services 1,192.0 $878K 0.22% +29.0 +2.5% $736.60 -2.2%
49 IEMG ISHARES INC 10,439.0 $865K 0.22% $82.84 -0.8%
50 VBR VANGUARD INDEX FDS 3,280.0 $797K 0.20% $242.99 +1.7%
51 SCHF SCHWAB STRATEGIC TR 27,684.0 $767K 0.20% -567.0 -2.0% $27.70 +2.5%
52 DE DEERE & CO Industrials 1,205.0 $764K 0.20% +6.0 +0.5% $634.33 -2.5%
53 IBDR ISHARES TR 31,107.0 $754K 0.19% $24.23 +0.0%
54 LRCX LAM RESEARCH CORP Technology 1,601.0 $694K 0.18% +44.0 +2.8% $433.33 -28.4%
55 IBDU ISHARES TR 29,750.0 $689K 0.18% $23.16 -0.5%
56 BAC BANK OF AMER CORP Financial Services 11,416.0 $650K 0.17% +123.0 +1.1% $56.98 +9.3%
57 MCD MCDONALDS CORP Consumer Cyclical 2,186.0 $591K 0.15% -222.0 -9.2% $270.32 -2.4%
58 OEF ISHARES TR 1,572.0 $575K 0.15% -39.0 -2.4% $365.87 +4.6%
59 AVGO BROADCOM INC Technology 1,484.0 $561K 0.14% +55.0 +3.9% $377.75 -1.7%
60 SCHE SCHWAB STRATEGIC TR 15,260.0 $553K 0.14% $36.26 +2.6%
Page 3 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%