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Portfolio (Quarterly) Guide ↗

RiverGlades Family Offices LLC

· CIK 0001619779
13F Portfolio $170M AUM 87 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 4 New 34 Added 23 Reduced 8 Exited
Page 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OKE ONEOK INC NEW Energy 8,400.0 $759K 0.45% +2K +21.7% $90.39 +4.0%
42 SLB SLB LIMITED Energy 14,000.0 $719K 0.42% $51.39 +11.5%
43 CBOE CBOE GLOBAL MKTS INC Financial Services 2,500.0 $703K 0.41% $281.07 +27.1%
44 AMZN AMAZON COM INC Consumer Cyclical 3,270.0 $681K 0.40% -370.0 -10.2% $208.27 +27.9%
45 PANW PALO ALTO NETWORKS INC Technology 4,200.0 $673K 0.40% $160.32 +62.5%
46 HYG ISHARES TR 8,386.0 $667K 0.39% -5K -35.8% $79.56 +0.4%
47 XLB SELECT SECTOR SPDR TR 12,933.0 $646K 0.38% +7K +123.6% $49.97 +0.6%
48 GOOG ALPHABET INC Communication Services 2,250.0 $645K 0.38% $286.86 +32.3%
49 AEM AGNICO EAGLE MINES LTD Basic Materials 3,000.0 $609K 0.36% $202.98 -13.3%
50 VAL VALARIS LTD Energy 6,000.0 $588K 0.35% $98.04 +3.2%
51 VCIT VANGUARD SCOTTSDALE FDS 7,062.0 $584K 0.34% +178.0 +2.6% $82.75 -0.6%
52 RTX RTX CORPORATION Industrials 2,900.0 $559K 0.33% -500.0 -14.7% $192.90 -8.2%
53 AGI ALAMOS GOLD INC Basic Materials 12,500.0 $555K 0.33% $44.43 -13.7%
54 PM PHILIP MORRIS INTL INC Consumer Defensive 2,960.0 $489K 0.29% +500.0 +20.3% $165.34 +14.3%
55 BAC BANK AMERICA CORP Financial Services 9,300.0 $453K 0.27% $48.75 +6.3%
56 NOW SERVICENOW INC Technology 4,300.0 $450K 0.26% +4K +805.3% $104.55 -2.3%
57 AJG GALLAGHER ARTHUR J & CO Financial Services 2,057.0 $445K 0.26% +45.0 +2.2% $216.53 -5.4%
58 AVGO BROADCOM INC Technology 1,400.0 $433K 0.26% +90.0 +6.9% $309.51 +33.8%
59 FIX COMFORT SYS USA INC Industrials 300.0 $414K 0.24% $1378.99 +32.6%
60 ET ENERGY TRANSFER L P Energy 21,000.0 $405K 0.24% +3K +17.6% $19.30 +4.0%
Page 3 of 5  ·  87 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 43.2%
Technology 18.4%
Energy 13.6%
Industrials 6.4%
Communication Services 6.1%
Basic Materials 5.0%
Consumer Cyclical 3.0%
Consumer Defensive 2.6%
Healthcare 1.6%