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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 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NFLX NETFLIX INC Communication Services 10,150.0 $952K 0.69% NEW $93.76 -4.8%
42 PTON PELOTON INTERACTIVE INC Consumer Cyclical 145,856.0 $898K 0.65% NEW $6.16 -16.1%
43 BSCS INVESCO EXCH TRD SLF IDX FD 42,459.0 $875K 0.63% NEW $20.60 -1.2%
44 CRM SALESFORCE INC Technology 3,247.0 $860K 0.62% NEW $264.91 -33.4%
45 ABBV ABBVIE INC Healthcare 3,561.0 $814K 0.59% NEW $228.51 -6.1%
46 DFEB FIRST TR EXCHNG TRADED FD VI 16,821.0 $803K 0.58% NEW $47.72 +5.1%
47 PTNQ PACER FDS TR 9,963.0 $784K 0.57% NEW $78.65 +9.4%
48 CMI CUMMINS INC Industrials 1,431.0 $730K 0.53% NEW $510.45 +25.1%
49 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 61,836.0 $730K 0.53% NEW $11.81 -0.7%
50 FPE FIRST TR EXCH TRADED FD III 39,293.0 $716K 0.52% NEW $18.22 -1.8%
51 FBT FIRST TR EXCHANGE-TRADED FD 3,164.0 $653K 0.47% NEW $206.49 +2.9%
52 V VISA INC Financial Services 1,854.0 $650K 0.47% NEW $350.64 -5.7%
53 DUHP DIMENSIONAL ETF TRUST 17,046.0 $648K 0.47% NEW $38.03 +6.0%
54 BHK BLACKROCK CORE BD TR Financial Services 67,033.0 $643K 0.47% NEW $9.59 -7.7%
55 HD HOME DEPOT INC Consumer Cyclical 1,817.0 $625K 0.45% NEW $344.09 -8.8%
56 COST COSTCO WHSL CORP NEW Consumer Defensive 714.0 $616K 0.45% NEW $862.18 +21.8%
57 VZ VERIZON COMMUNICATIONS INC Communication Services 14,737.0 $600K 0.43% NEW $40.73 +17.4%
58 EPD ENTERPRISE PRODS PARTNERS L Energy 18,458.0 $592K 0.43% NEW $32.06 +23.1%
59 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,271.0 $581K 0.42% NEW $256.03 -7.6%
60 CVX CHEVRON CORP NEW Energy 3,810.0 $581K 0.42% NEW $152.41 +25.3%
Page 3 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%