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Portfolio (Quarterly) Guide ↗

Dedeker Financial LLC

· CIK 0002113408
13F Portfolio $176M AUM 55 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 7 Added 28 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QLD PROSHARES TR 357,061.0 $34.5M 19.64% +80K +28.7% $96.76 -6.8%
2 MU MICRON TECHNOLOGY INC Technology 11,488.0 $13.3M 7.54% +3K +28.4% $1154.54 -19.2%
3 FBCG FIDELITY COVINGTON TRUST 107,587.0 $6.7M 3.80% +20K +22.9% $62.11 -0.5%
4 SOXX ISHARES TR 6,459.0 $4.1M 2.35% +44.0 +0.7% $640.69 -20.6%
5 SPUU DIREXION SHARES ETF TRUST 14,431.0 $3.1M 1.77% +827.0 +6.1% $215.62 +5.0%
6 LRCX LAM RESEARCH CORP Technology 3,629.0 $1.6M 0.89% +40.0 +1.1% $433.32 -30.3%
7 QQQM INVESCO EXCH TRADED FD TR II 4,849.0 $1.5M 0.83% +2K +47.8% $303.03 -2.6%

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 69.9%
Financial Services 14.7%
Industrials 13.2%
Consumer Cyclical 1.3%
Healthcare 0.6%
Communication Services 0.4%