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Portfolio (Quarterly) Guide ↗

Timbuktu Capital Management, LLC

· CIK 0002150168
13F Portfolio $67M AUM 243 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 243 New
Page 8 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SDVY FIRST TR EXCHANGE TRADED FD 500.0 $22K 0.03% NEW $43.14 +1.7%
142 EFG ISHARES TR 169.0 $21K 0.03% NEW $124.38 +0.5%
143 XLK SELECT SECTOR SPDR TR 110.0 $21K 0.03% NEW $190.52 -5.5%
144 ENB ENBRIDGE INC Energy 381.0 $21K 0.03% NEW $54.21 -7.6%
145 VTC VANGUARD SCOTTSDALE FDS 255.0 $20K 0.03% NEW $76.80 -2.1%
146 MTUM ISHARES TR 55.0 $19K 0.03% NEW $342.84 -12.3%
147 ESGE ISHARES INC 341.0 $19K 0.03% NEW $54.71 -2.9%
148 EWJ ISHARES INC 200.0 $19K 0.03% NEW $93.27 +1.7%
149 TIGO MILLICOM INTL CELLULAR S A Communication Services 200.0 $18K 0.03% NEW $90.76 +2.4%
150 PGX INVESCO EXCH TRADED FD TR II 1,667.0 $18K 0.03% NEW $10.84 -2.1%
151 IJH ISHARES TR 219.0 $17K 0.03% NEW $77.11 -1.2%
152 BXP BXP INC Real Estate 250.0 $17K 0.03% NEW $66.31 +5.5%
153 SHOP SHOPIFY INC Technology 145.0 $17K 0.03% NEW $114.18 +31.2%
154 USMV ISHARES TR 165.0 $16K 0.02% NEW $96.48 +5.3%
155 VIG VANGUARD SPECIALIZED FUNDS 66.0 $16K 0.02% NEW $238.39 +2.6%
156 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 820.0 $16K 0.02% NEW $19.18 -4.2%
157 INNOVATOR ETFS TRUST 500.0 $16K 0.02% NEW $31.45
158 DVY ISHARES TR 100.0 $16K 0.02% NEW $156.30 +5.3%
159 IWF ISHARES TR 120.0 $15K 0.02% NEW $124.17 -2.5%
160 BNDW VANGUARD SCOTTSDALE FDS 200.0 $14K 0.02% NEW $68.53 -1.5%
Page 8 of 13  ·  243 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 77.6%
Technology 7.6%
Industrials 3.4%
Consumer Cyclical 3.2%
Communication Services 2.9%
Healthcare 2.0%
Consumer Defensive 1.8%
Utilities 0.9%
Energy 0.5%
Real Estate 0.1%