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Portfolio (Quarterly) Guide ↗

Arkfeld Wealth Strategies, L.L.C.

· CIK 0001789382
13F Portfolio $291M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New
Page 1 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 74,835.0 $37.1M 12.76% NEW $496.12
2 AMZN AMAZON COM INC Consumer Cyclical 130,973.0 $31.6M 10.88% NEW $241.56 +9.0%
3 AAPL APPLE INC Technology 67,098.0 $17.5M 6.00% NEW $260.33 +19.1%
4 GOOGL ALPHABET INC Communication Services 40,549.0 $13.1M 4.49% NEW $321.98 +20.2%
5 DINO HF SINCLAIR CORP Energy 254,510.0 $12.3M 4.21% NEW $48.18 +44.4%
6 TJX TJX COS INC NEW Consumer Cyclical 77,505.0 $11.9M 4.10% NEW $154.04 +3.2%
7 CASY CASEYS GEN STORES INC Consumer Cyclical 20,683.0 $11.9M 4.08% NEW $573.61 +41.8%
8 MSFT MICROSOFT CORP Technology 20,025.0 $9.7M 3.33% NEW $483.47 -14.2%
9 CHRD CHORD ENERGY CORPORATION Energy 99,936.0 $8.8M 3.04% NEW $88.55 +57.8%
10 RSPG INVESCO EXCHANGE TRADED FD T 110,317.0 $8.8M 3.04% NEW $80.12 +32.6%
11 GOOG ALPHABET INC Communication Services 25,919.0 $8.4M 2.87% NEW $322.43 +18.8%
12 GLD SPDR GOLD TR Financial Services 15,390.0 $6.3M 2.17% NEW $409.22 +0.7%
13 BERKSHIRE HATHAWAY INC DEL 8.0 $6.0M 2.05% NEW $745000.00
14 SFM SPROUTS FMRS MKT INC Consumer Defensive 77,590.0 $5.8M 1.99% NEW $74.73 +14.8%
15 KMI KINDER MORGAN INC DEL Energy 214,194.0 $5.8M 1.99% NEW $27.00 +22.8%
16 CSCO CISCO SYS INC Technology 71,139.0 $5.3M 1.83% NEW $74.72 +57.2%
17 UPS UNITED PARCEL SERVICE INC Industrials 50,247.0 $5.3M 1.82% NEW $105.41 -3.0%
18 WMT WALMART INC Consumer Defensive 39,565.0 $4.5M 1.53% NEW $112.72 +5.1%
19 BWXT BWX TECHNOLOGIES INC Industrials 22,490.0 $4.3M 1.49% NEW $192.24 +5.7%
20 NVDA NVIDIA CORPORATION Technology 21,217.0 $4.0M 1.38% NEW $189.11 +13.0%
Page 1 of 6  ·  113 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
Consumer Cyclical 26.1%
Technology 22.0%
Energy 15.4%
Communication Services 10.5%
Consumer Defensive 8.9%
Financial Services 8.0%
Industrials 5.6%
Utilities 1.9%
Healthcare 1.0%
Basic Materials 0.8%