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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 ALAB ASTERA LABS INC Technology 11,299.0 $5.5M 3.10% NEW $483.01 -40.1%
2 MRVL MARVELL TECHNOLOGY INC Technology 8,231.0 $2.5M 1.39% NEW $297.88 -27.3%
3 CRWD CROWDSTRIKE HLDGS INC Technology 3,173.0 $2.4M 1.38% NEW $190.92 +14.4%
4 MRVU DIREXION SHARES ETF TRUST 5,580.0 $1.3M 0.73% NEW $228.84 -55.2%
5 ICVT ISHARES TR 9,070.0 $1.1M 0.63% NEW $121.73 -6.1%
6 PTF INVESCO EXCHANGE TRADED FD T 4,657.0 $635K 0.36% NEW $136.31 -28.8%
7 JNJ JOHNSON & JOHNSON Healthcare 1,697.0 $431K 0.24% NEW $253.95 +5.5%
8 GGLL DIREXION SHARES ETF TRUST 2,636.0 $300K 0.17% NEW $113.74 -9.6%
9 INVESTMENT MANAGERS SER TR I 1,315.0 $290K 0.17% NEW $220.67
10 SPACE EXPLORATION TECHN CORP 1,572.0 $269K 0.15% NEW $170.86
11 CAT CATERPILLAR INC Industrials 238.0 $253K 0.14% NEW $1064.90 -24.9%
12 SMH VANECK ETF TRUST 375.0 $246K 0.14% NEW $655.89 -15.7%

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%