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Portfolio (Quarterly) Guide ↗

CDKV HOLDINGS LLC

· CIK 0002109928
13F Portfolio $120M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 277 New
Page 5 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CEFA GLOBAL X FDS 4,000.0 $148K 0.12% NEW $36.93 +5.3%
82 IBM INTERNATIONAL BUSINESS MACHS Technology 496.0 $147K 0.12% NEW $296.21 -24.9%
83 BAC BANK AMERICA CORP Financial Services 2,650.0 $146K 0.12% NEW $55.00 -6.7%
84 SCHD SCHWAB STRATEGIC TR 5,100.0 $140K 0.12% NEW $27.43 +17.0%
85 VGK VANGUARD INTL EQUITY INDEX F 1,657.0 $139K 0.12% NEW $83.61 +5.3%
86 SCZ ISHARES TR 1,776.0 $138K 0.12% NEW $77.55 +9.2%
87 SBIO ALPS ETF TR 2,680.0 $137K 0.12% NEW $51.22 +1.4%
88 AVA AVISTA CORP Utilities 3,498.0 $135K 0.11% NEW $38.54 +6.6%
89 IVV ISHARES TR 196.0 $134K 0.11% NEW $684.35 +8.5%
90 EW EDWARDS LIFESCIENCES CORP Healthcare 1,550.0 $132K 0.11% NEW $85.25 -3.5%
91 IYH ISHARES TR 1,888.0 $123K 0.10% NEW $65.11 -5.4%
92 COST COSTCO WHSL CORP NEW Consumer Defensive 142.0 $123K 0.10% NEW $863.22 +25.5%
93 EFA ISHARES TR 1,263.0 $121K 0.10% NEW $96.03 +7.6%
94 VAW VANGUARD WORLD FD 581.0 $121K 0.10% NEW $207.51 +8.0%
95 ICLN ISHARES TR 7,012.0 $115K 0.10% NEW $16.43 +31.0%
96 ABBV ABBVIE INC Healthcare 500.0 $114K 0.10% NEW $228.29 -7.0%
97 DMXF ISHARES TR 1,485.0 $112K 0.09% NEW $75.16 +9.0%
98 CSX CSX CORP Industrials 3,067.0 $111K 0.09% NEW $36.25 +27.6%
99 VWO VANGUARD INTL EQUITY INDEX F 2,040.0 $110K 0.09% NEW $53.76 +8.9%
100 XLV SELECT SECTOR SPDR TR 708.0 $110K 0.09% NEW $154.80 -5.3%
Page 5 of 14  ·  277 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 44.9%
Technology 18.3%
Consumer Cyclical 8.9%
Consumer Defensive 8.8%
Healthcare 5.8%
Communication Services 4.1%
Industrials 3.8%
Real Estate 2.4%
Utilities 1.9%
Energy 0.8%