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Portfolio (Quarterly) Guide ↗

CARDIFF PARK ADVISORS, LLC

· CIK 0001910000
13F Portfolio $1.3B AUM 373 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 72 Added 78 Reduced 12 Exited
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 68,007.0 $40.6M 3.25% NEW $597.55 +14.3%
2 GLD SPDR GOLD TR Financial Services 28,476.0 $12.3M 0.98% NEW $430.29 -3.1%
3 QQQ INVESCO QQQ TR Financial Services 12,591.0 $7.3M 0.58% NEW $577.16 +23.8%
4 AVGO BROADCOM INC Technology 4,063.0 $1.3M 0.10% NEW $309.51 +33.9%
5 MU MICRON TECHNOLOGY INC Technology 3,193.0 $1.1M 0.09% NEW $337.86 +125.6%
6 SPLV INVESCO EXCH TRADED FD TR II 10,028.0 $733K 0.06% NEW $73.14 +0.8%
7 CUT INVESCO EXCH TRADED FD TR II 18,238.0 $523K 0.04% NEW $28.65 -5.5%
8 BX BLACKSTONE INC Financial Services 3,858.0 $444K 0.04% NEW $114.99 +3.1%
9 PWB INVESCO EXCHANGE TRADED FD T 3,300.0 $416K 0.03% NEW $125.93 +22.3%
10 GSK GSK PLC Healthcare 6,520.0 $360K 0.03% NEW $55.19 -6.6%
11 JNK SPDR SERIES TRUST 3,630.0 $347K 0.03% NEW $95.72 +0.5%
12 SARK INVESTMENT MANAGERS SER TR I 10,000.0 $331K 0.03% NEW $33.14 -12.9%
13 AMLP ALPS ETF TR 5,846.0 $308K 0.03% NEW $52.64 +2.9%
14 DUK DUKE ENERGY CORP NEW Utilities 2,316.0 $303K 0.02% NEW $130.92 -4.8%
15 PALL ABRDN PALLADIUM ETF TRUST Financial Services 2,241.0 $302K 0.02% NEW $134.72 -81.3%
16 IRM IRON MTN INC DEL Real Estate 2,725.0 $278K 0.02% NEW $102.15 +24.7%
17 FERG FERGUSON ENTERPRISES INC Industrials 1,187.0 $277K 0.02% NEW $233.34 -4.1%
18 PSX PHILLIPS 66 Energy 1,388.0 $253K 0.02% NEW $182.13 -1.5%
19 ETN EATON CORP PLC Industrials 687.0 $246K 0.02% NEW $357.67 +6.7%
20 LIN LINDE PLC Basic Materials 479.0 $237K 0.02% NEW $495.76 +3.8%
Page 1 of 2  ·  38 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
Communication Services 38.0%
Technology 21.1%
Financial Services 19.9%
Consumer Cyclical 4.7%
Industrials 4.4%
Energy 3.8%
Utilities 3.5%
Healthcare 2.4%
Consumer Defensive 2.0%
Real Estate 0.1%