Portfolio (Quarterly)
Guide ↗
Arkfeld Wealth Strategies, L.L.C.
· CIK 0001789382| # | 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% |
① 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%