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Portfolio (Quarterly) Guide ↗

CROBAN

· CIK 0001694663
13F Portfolio $213M AUM 73 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 47 Added 16 Reduced 11 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XEL XCEL ENERGY INC Utilities 13,132.0 $1.0M 0.49% +1K +8.6% $79.44 +1.0%
42 EVEREST GROUP LTD 2,406.0 $786K 0.37% +160.0 +7.1% $326.82
43 IDA IDACORP INC Utilities 5,471.0 $782K 0.37% +1K +34.0% $142.96 +0.2%
44 HD HOME DEPOT INC Consumer Cyclical 2,194.0 $722K 0.34% +447.0 +25.6% $328.86 -2.3%
45 UNH UNITEDHEALTH GROUP INC Healthcare 2,056.0 $556K 0.26% +625.0 +43.7% $270.56 +42.7%
46 IWN ISHARES TR 2,442.0 $463K 0.22% +80.0 +3.4% $189.59 +13.1%
47 IWO ISHARES TR 1,318.0 $414K 0.20% +40.0 +3.1% $313.80 +20.9%
Page 3 of 3  ·  47 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 32.1%
Utilities 18.7%
Industrials 17.7%
Consumer Defensive 10.1%
Healthcare 8.8%
Communication Services 6.0%
Technology 4.9%
Consumer Cyclical 1.8%