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Portfolio (Quarterly) Guide ↗

CDKV HOLDINGS LLC

· CIK 0002109928
13F Portfolio $114M AUM 275 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 29 Added 26 Reduced 9 Exited
Page 8 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SNY SANOFI SA Healthcare 750.0 $36K 0.03% $48.18 -9.6%
142 FNDF SCHWAB STRATEGIC TR 736.0 $36K 0.03% $48.93 +7.4%
143 VONG VANGUARD SCOTTSDALE FDS 328.0 $36K 0.03% $109.69 +15.5%
144 FNCL FIDELITY COVINGTON TRUST 500.0 $35K 0.03% $70.20 +3.7%
145 DTE DTE ENERGY CO Utilities 239.0 $35K 0.03% $146.22 -3.3%
146 SPYV SPDR SERIES TRUST 560.0 $32K 0.03% $56.58 +6.2%
147 QCLN FIRST TR EXCHANGE-TRADED FD 675.0 $31K 0.03% $46.47 +23.4%
148 CVMC MORGAN STANLEY ETF TRUST 476.0 $30K 0.03% $64.02 +8.2%
149 IDRV ISHARES TR 774.0 $30K 0.03% $38.54 +6.2%
150 FNDA SCHWAB STRATEGIC TR 919.0 $30K 0.03% $32.43 +6.7%
151 MGK VANGUARD WORLD FD 81.0 $30K 0.03% $367.44 -76.2%
152 ABT ABBOTT LABORATORIES Healthcare 287.0 $29K 0.03% -450.0 -61.1% $102.52 -13.3%
153 IOSP INNOSPEC INC Basic Materials 400.0 $29K 0.03% $73.02 +8.3%
154 CIEN CIENA CORP Technology 75.0 $29K 0.03% $388.24 +39.6%
155 FINX GLOBAL X FDS 1,257.0 $29K 0.03% $23.11 +7.1%
156 EQT EQT CORP Energy 456.0 $29K 0.03% $63.64 -9.7%
157 SPYM SPDR SERIES TRUST 378.0 $29K 0.03% $76.54 +12.8%
158 ICICI BANK LIMITED 1,100.0 $28K 0.03% $25.90
159 SOLV SOLVENTUM CORP Healthcare 435.0 $28K 0.03% $65.30 +16.6%
160 EWJ ISHARES INC 335.0 $28K 0.03% $84.44 +6.9%
Page 8 of 14  ·  275 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
Technology 27.6%
Consumer Defensive 18.5%
Financial Services 16.3%
Healthcare 10.1%
Consumer Cyclical 7.4%
Communication Services 6.6%
Industrials 6.3%
Utilities 3.7%
Energy 1.9%
Real Estate 1.1%