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Portfolio (Quarterly) Guide ↗

Oder Investment Management, LLC

· CIK 0001845109
13F Portfolio $138M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 100 New
Page 1 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 41,226.0 $11.2M 8.12% NEW $271.86 +12.2%
2 PLTR PALANTIR TECHNOLOGIES INC Technology 44,733.0 $8.0M 5.76% NEW $177.75 -22.8%
3 SPY SPDR S&P 500 ETF TR Financial Services 9,814.0 $6.7M 4.85% NEW $681.94 +8.9%
4 AMZN AMAZON COM INC Consumer Cyclical 27,435.0 $6.3M 4.59% NEW $230.82 +16.3%
5 GOOGL ALPHABET INC Communication Services 17,502.0 $5.5M 3.97% NEW $313.00 +23.9%
6 TSLA TESLA INC Consumer Cyclical 11,999.0 $5.4M 3.91% NEW $449.72 -7.2%
7 BSJQ INVESCO EXCH TRD SLF IDX FD 203,835.0 $4.8M 3.45% NEW $23.34 -1.0%
8 BSJR INVESCO EXCH TRD SLF IDX FD 177,390.0 $4.0M 2.90% NEW $22.61 -1.1%
9 MSFT MICROSOFT CORP Technology 7,707.0 $3.7M 2.70% NEW $483.60 -13.3%
10 FTSL FIRST TR EXCHANGE-TRADED FD 76,373.0 $3.5M 2.54% NEW $45.87 -2.0%
11 JPM JPMORGAN CHASE & CO. Financial Services 9,986.0 $3.2M 2.33% NEW $322.23 -6.0%
12 NVDA NVIDIA CORPORATION Technology 15,182.0 $2.8M 2.05% NEW $186.50 +17.7%
13 BSJT INVESCO EXCH TRD SLF IDX FD 124,418.0 $2.7M 1.94% NEW $21.51 -1.7%
14 BSCQ INVESCO EXCH TRD SLF IDX FD 118,477.0 $2.3M 1.68% NEW $19.57 -0.3%
15 VRP INVESCO EXCH TRADED FD TR II 93,970.0 $2.3M 1.66% NEW $24.33 -0.4%
16 PTLC PACER FDS TR 40,524.0 $2.3M 1.63% NEW $55.58 +3.9%
17 FIRST TR HIGH YIELD OPPRT 20 154,861.0 $2.2M 1.58% NEW $14.07
18 QQQ INVESCO QQQ TR Financial Services 3,325.0 $2.0M 1.48% NEW $614.32 +16.3%
19 BSCR INVESCO EXCH TRD SLF IDX FD 102,973.0 $2.0M 1.47% NEW $19.74 -0.7%
20 SHOP SHOPIFY INC Technology 12,572.0 $2.0M 1.47% NEW $160.97 -34.8%
Page 1 of 5  ·  100 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
Technology 38.8%
Financial Services 25.7%
Consumer Cyclical 17.0%
Communication Services 12.3%
Energy 2.0%
Healthcare 1.6%
Consumer Defensive 1.3%
Industrials 1.2%