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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 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NEBIUS GROUP N.V. 2,000.0 $552K 0.14% -222.0 -10.0% $276.17
62 XOM EXXON MOBIL CORP Energy 4,016.0 $549K 0.14% +27.0 +0.7% $136.73 +14.4%
63 IYW ISHARES TR 2,100.0 $530K 0.14% +154.0 +7.9% $252.23 +0.6%
64 HYG ISHARES TR 6,471.0 $517K 0.13% $79.97 -0.1%
65 SCHD SCHWAB STRATEGIC TR 16,104.0 $511K 0.13% +91.0 +0.6% $31.71 +9.8%
66 VZ VERIZON COMMUNICATIONS INC Communication Services 10,732.0 $454K 0.12% +84.0 +0.8% $42.34 +16.7%
67 VWO VANGUARD INTL EQUITY INDEX F 7,539.0 $450K 0.12% -80.0 -1.1% $59.69 +2.2%
68 IVW ISHARES TR 2,998.0 $412K 0.10% $137.53 +2.4%
69 VEA VANGUARD TAX-MANAGED FDS 5,609.0 $400K 0.10% $71.25 +3.0%
70 MA MASTERCARD INCORPORATED Financial Services 708.0 $364K 0.09% -15.0 -2.1% $513.82 +15.2%
71 SCHG SCHWAB STRATEGIC TR 10,531.0 $356K 0.09% -2K -14.7% $33.84 +6.0%
72 META META PLATFORMS INC Communication Services 607.0 $342K 0.09% -95.0 -13.5% $563.29 +1.4%
73 IWR ISHARES TR 3,021.0 $333K 0.09% $110.32 +2.7%
74 TSLA TESLA INC Consumer Cyclical 766.0 $322K 0.08% $420.60 -15.6%
75 VGT VANGUARD WORLD FD 2,695.0 $322K 0.08% NEW $119.51 +2.0%
76 LOW LOWES COS INC Consumer Cyclical 1,449.0 $320K 0.08% +27.0 +1.9% $220.50 -6.2%
77 ABBV ABBVIE INC Healthcare 1,253.0 $315K 0.08% -264.0 -17.4% $251.58 +2.6%
78 LLY ELI LILLY & CO Healthcare 262.0 $314K 0.08% +16.0 +6.5% $1199.56 -2.0%
79 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 653.0 $312K 0.08% +25.0 +4.0% $477.85 -10.6%
80 CMI CUMMINS INC Industrials 434.0 $310K 0.08% +4.0 +0.9% $713.21 -19.5%
Page 4 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%