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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 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VLO VALERO ENERGY CORP Energy 1,952.0 $318K 0.23% NEW $162.79 +55.9%
82 AXON AXON ENTERPRISE INC Industrials 550.0 $312K 0.23% NEW $567.93 -31.4%
83 MUB ISHARES TR 2,885.0 $309K 0.22% NEW $107.12 -1.0%
84 MCD MCDONALDS CORP Consumer Cyclical 976.0 $298K 0.22% NEW $305.63 -7.0%
85 RWL INVESCO EXCH TRADED FD TR II 2,572.0 $294K 0.21% NEW $114.50 +9.4%
86 AMAT APPLIED MATLS INC Technology 1,133.0 $291K 0.21% NEW $256.90 +66.4%
87 DNOV FIRST TR EXCHNG TRADED FD VI 5,878.0 $287K 0.21% NEW $48.84 +4.2%
88 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 443.0 $267K 0.19% NEW $603.28 +10.3%
89 DFAS DIMENSIONAL ETF TRUST 3,775.0 $263K 0.19% NEW $69.67 +10.3%
90 QQQM INVESCO EXCH TRADED FD TR II 1,027.0 $260K 0.19% NEW $252.92 +16.3%
91 GILD GILEAD SCIENCES INC Healthcare 2,115.0 $260K 0.19% NEW $122.75 +6.3%
92 PPT PUTNAM PREMIER INCOME TR Financial Services 70,792.0 $251K 0.18% NEW $3.54 -2.8%
93 IEFA ISHARES TR 2,692.0 $241K 0.17% NEW $89.47 +8.7%
94 AMD ADVANCED MICRO DEVICES INC Technology 1,077.0 $231K 0.17% NEW $214.16 +109.9%
95 MU MICRON TECHNOLOGY INC Technology 805.0 $230K 0.17% NEW $285.41 +167.0%
96 DFAT DIMENSIONAL ETF TRUST 3,706.0 $221K 0.16% NEW $59.54 +11.7%
97 RDDT REDDIT INC Communication Services 958.0 $220K 0.16% NEW $229.87 -36.2%
98 EFV ISHARES TR 3,074.0 $220K 0.16% NEW $71.41 +10.6%
99 MPC MARATHON PETE CORP Energy 1,318.0 $214K 0.15% NEW $162.63 +52.8%
100 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 22,068.0 $209K 0.15% NEW $9.48 -3.6%
Page 5 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%