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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 13 of 19  ·  373 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IRM IRON MTN INC DEL Real Estate 2,725.0 $278K 0.02% NEW $102.15 +24.7%
242 FERG FERGUSON ENTERPRISES INC Industrials 1,187.0 $277K 0.02% NEW $233.34 -4.1%
243 BAC BANK AMERICA CORP Financial Services 5,613.0 $274K 0.02% $48.75 +5.6%
244 TWLO TWILIO INC Communication Services 2,174.0 $274K 0.02% $125.82 +50.5%
245 SLB SLB LIMITED Energy 5,296.0 $272K 0.02% +34.0 +0.7% $51.39 +11.5%
246 MUB ISHARES TR 2,560.0 $272K 0.02% $106.14 -0.1%
247 TJX TJX COS INC NEW Consumer Cyclical 1,688.0 $270K 0.02% $159.70 -0.3%
248 LMT LOCKHEED MARTIN CORP Industrials 433.0 $262K 0.02% -16.0 -3.6% $604.39 -13.5%
249 OKE ONEOK INC NEW Energy 2,871.0 $260K 0.02% +20.0 +0.7% $90.39 +2.5%
250 DHS WISDOMTREE TR 2,352.0 $257K 0.02% $109.22 +3.2%
251 PSX PHILLIPS 66 Energy 1,388.0 $253K 0.02% NEW $182.13 -1.5%
252 SHY ISHARES TR 3,000.0 $248K 0.02% $82.57 -0.5%
253 VBIL VANGUARD INSTL INDEX FD 3,272.0 $248K 0.02% +18.0 +0.6% $75.66 -0.1%
254 ETN EATON CORP PLC Industrials 687.0 $246K 0.02% NEW $357.67 +6.7%
255 MO ALTRIA GROUP INC Consumer Defensive 3,721.0 $246K 0.02% -82.0 -2.2% $65.99 +11.7%
256 BLOCK INC 3,964.0 $239K 0.02% $60.18
257 LIN LINDE PLC Basic Materials 479.0 $237K 0.02% NEW $495.76 +3.8%
258 USRT ISHARES TR 3,976.0 $235K 0.02% $59.19 +10.5%
259 IGSB ISHARES TR 4,470.0 $235K 0.02% $52.56 -0.5%
260 NXTC NEXTCURE INC Healthcare 21,833.0 $233K 0.02% $10.68 -4.5%
Page 13 of 19  ·  373 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%