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Portfolio (Quarterly) Guide ↗

CDKV HOLDINGS LLC

· CIK 0002109928
13F Portfolio $128M AUM 276 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 17 Added 52 Reduced 7 Exited
Page 9 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IDRV ISHARES TR 780.0 $30K 0.02% +6.0 +0.8% $38.10 -2.8%
162 EQT EQT CORP Energy 552.0 $29K 0.02% +96.0 +21.1% $53.20 +2.6%
163 AMGN AMGEN INC Healthcare 78.0 $28K 0.02% $362.13 +19.4%
164 DLR DIGITAL RLTY TR INC Real Estate 150.0 $27K 0.02% $179.58 +3.3%
165 SCHI SCHWAB STRATEGIC TR 1,164.0 $26K 0.02% $22.64 -1.9%
166 AMT AMERICAN TOWER CORP Real Estate 161.0 $26K 0.02% $163.57 +7.7%
167 ABT ABBOTT LABORATORIES Healthcare 287.0 $26K 0.02% $90.61 +24.1%
168 MDYG SPDR SERIES TRUST 228.0 $26K 0.02% $112.09 -3.2%
169 EBAY EBAY INC. Consumer Cyclical 225.0 $25K 0.02% $111.75 -5.5%
170 OEF ISHARES TR 67.0 $25K 0.02% $365.88 +4.1%
171 MTB M & T BK CORP Financial Services 100.0 $24K 0.02% $238.01 -0.3%
172 NEM NEWMONT CORP Basic Materials 250.0 $23K 0.02% $93.40 +37.0%
173 MA MASTERCARD INCORPORATED Financial Services 45.0 $23K 0.02% $513.60 +15.9%
174 BLOCK INC 300.0 $23K 0.02% $76.00
175 DUK DUKE ENERGY CORP NEW Utilities 178.0 $23K 0.02% $126.58 -5.0%
176 NEE NEXTERA ENERGY INC Utilities 250.0 $22K 0.02% $87.77 -6.8%
177 FRDM EA SERIES TRUST 300.0 $22K 0.02% -29.0 -8.8% $72.90 -5.9%
178 IEV ISHARES TR 288.0 $21K 0.02% $72.85 +3.3%
179 LOW LOWES COS INC Consumer Cyclical 92.0 $20K 0.02% $220.50 -5.6%
180 XLE SELECT SECTOR SPDR TR 365.0 $19K 0.01% +285.0 +356.2% $53.11 +18.0%
Page 9 of 14  ·  276 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 32.0%
Consumer Defensive 17.9%
Financial Services 16.5%
Healthcare 9.6%
Consumer Cyclical 7.9%
Industrials 6.1%
Utilities 3.7%
Communication Services 3.1%
Energy 1.7%
Real Estate 1.2%