BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Oder Investment Management, LLC

· CIK 0001845109
13F Portfolio $130M AUM 102 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 34 Added 31 Reduced 2 Exited
Page 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 V VISA INC Financial Services 1,829.0 $553K 0.42% -25.0 -1.4% $302.26 +9.4%
62 CRM SALESFORCE INC Technology 2,893.0 $540K 0.41% -354.0 -10.9% $186.67 -5.5%
63 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 48,305.0 $539K 0.41% +655.0 +1.4% $11.15 +1.5%
64 JEPQ J P MORGAN EXCHANGE TRADED F 9,581.0 $532K 0.41% NEW $55.52 +8.3%
65 IWD ISHARES TR 2,353.0 $503K 0.39% $213.66 +9.8%
66 TIP ISHARES TR 4,493.0 $496K 0.38% -228.0 -4.8% $110.35 +0.0%
67 CAG CONAGRA BRANDS INC Consumer Defensive 31,501.0 $495K 0.38% $15.72 -14.9%
68 SCHP SCHWAB STRATEGIC TR 17,920.0 $477K 0.37% -820.0 -4.4% $26.61 +0.0%
69 ANNALY CAPITAL MANAGEMENT IN 21,760.0 $460K 0.35% +1K +5.6% $21.15
70 CALF PACER FDS TR 10,156.0 $456K 0.35% +672.0 +7.1% $44.87 +6.6%
71 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,267.0 $448K 0.34% $197.50 +19.8%
72 TEMA ETF TRUST 12,202.0 $418K 0.32% NEW $34.24
73 CLOU GLOBAL X FDS 21,199.0 $413K 0.32% -394.0 -1.8% $19.50 +15.4%
74 IWF ISHARES TR 948.0 $404K 0.31% $426.39 -70.8%
75 AGNG GLOBAL X FDS 11,258.0 $401K 0.31% -393.0 -3.4% $35.60 -0.5%
76 IWO ISHARES TR 1,260.0 $395K 0.30% $313.81 +17.3%
77 AMAT APPLIED MATLS INC Technology 1,133.0 $387K 0.30% $341.73 +25.1%
78 GS GOLDMAN SACHS GROUP INC Financial Services 412.0 $348K 0.27% $845.63 +16.9%
79 FORTINET INC 4,170.0 $341K 0.26% $81.72
80 DFAS DIMENSIONAL ETF TRUST 4,664.0 $332K 0.26% +889.0 +23.6% $71.13 +8.1%
Page 4 of 6  ·  102 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 37.2%
Financial Services 27.1%
Consumer Cyclical 15.4%
Communication Services 12.7%
Energy 2.5%
Healthcare 1.8%
Industrials 1.6%
Consumer Defensive 1.6%