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Portfolio (Quarterly) Guide ↗

RiverGlades Family Offices LLC

· CIK 0001619779
13F Portfolio $164M AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 91 New
Page 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WDAY WORKDAY INC Technology 1,000.0 $241K 0.15% NEW $240.73 -47.4%
82 NTR NUTRIEN LTD Basic Materials 4,000.0 $235K 0.14% NEW $58.71 +19.6%
83 BLD TOPBUILD CORP Industrials 600.0 $235K 0.14% NEW $390.86 +5.2%
84 ANET ARISTA NETWORKS INC Technology 1,600.0 $233K 0.14% NEW $145.71 +2.0%
85 FISV FISERV INC Technology 1,700.0 $219K 0.13% NEW $128.93 -56.7%
86 PLTR PALANTIR TECHNOLOGIES INC Technology 1,200.0 $219K 0.13% NEW $182.42 -24.8%
87 LQD ISHARES TR 1,946.0 $217K 0.13% NEW $111.47 -3.0%
88 CME CME GROUP INC Financial Services 800.0 $216K 0.13% NEW $270.19 +7.1%
89 CTVA CORTEVA INC Basic Materials 3,000.0 $203K 0.12% NEW $67.63 +16.9%
90 DVY ISHARES TR 1,410.0 $200K 0.12% NEW $142.10 +8.5%
91 ONDS ONDAS HLDGS INC Technology 15,400.0 $119K 0.07% NEW $7.72 +18.9%
Page 5 of 5  ·  91 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 40.1%
Technology 20.5%
Energy 11.4%
Industrials 6.8%
Communication Services 6.4%
Healthcare 4.7%
Basic Materials 3.8%
Consumer Cyclical 3.6%
Consumer Defensive 2.8%