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Portfolio (Quarterly) Guide ↗

CULTIVAR CAPITAL, INC.

· CIK 0001989476
13F Portfolio $156M AUM 43 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ETF OPPORTUNITIES TRUST 1,279,887.0 $36.3M 23.26% NEW $28.39
2 AGG ISHARES TR 243,154.0 $24.3M 15.55% NEW $99.88 -1.4%
3 CAOS EA SERIES TRUST 196,050.0 $17.6M 11.27% NEW $89.78 +0.8%
4 GDX VANECK ETF TRUST 175,861.0 $15.1M 9.66% NEW $85.77 -0.9%
5 WY WEYERHAEUSER CO MTN BE Real Estate 579,326.0 $13.7M 8.79% NEW $23.69 -0.1%
6 TLT ISHARES TR 146,188.0 $12.7M 8.16% NEW $87.16 -2.8%
7 HAP VANECK ETF TRUST 140,226.0 $8.4M 5.40% NEW $60.14 +20.4%
8 DJP BARCLAYS BANK PLC Financial Services 177,415.0 $6.7M 4.27% NEW $37.61 +31.6%
9 MLM MARTIN MARIETTA MATLS INC Basic Materials 4,147.0 $2.6M 1.65% NEW $622.66 -13.8%
10 IBM INTERNATIONAL BUSINESS MACHS Technology 6,060.0 $1.8M 1.15% NEW $296.20 -14.3%
11 GOOG ALPHABET INC Communication Services 4,952.0 $1.6M 0.99% NEW $313.83 +20.9%
12 XOM EXXON MOBIL CORP Energy 11,351.0 $1.4M 0.87% NEW $120.34 +28.7%
13 JPM JPMORGAN CHASE & CO. Financial Services 4,074.0 $1.3M 0.84% NEW $322.22 -4.9%
14 JNJ JOHNSON & JOHNSON Healthcare 6,053.0 $1.3M 0.80% NEW $206.95 +13.2%
15 GOOGL ALPHABET INC Communication Services 3,734.0 $1.2M 0.75% NEW $313.00 +22.4%
16 IWM ISHARES TR 3,213.0 $791K 0.51% NEW $246.13 +15.8%
17 GE GE AEROSPACE Industrials 2,386.0 $735K 0.47% NEW $308.01 -1.7%
18 PB PROSPERITY BANCSHARES INC Financial Services 8,603.0 $595K 0.38% NEW $69.11 -0.0%
19 AAPL APPLE INC Technology 1,880.0 $511K 0.33% NEW $271.90 +13.6%
20 GBCI GLACIER BANCORP INC NEW Financial Services 11,247.0 $495K 0.32% NEW $44.05 +8.2%
Page 1 of 3  ·  43 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
Real Estate 34.8%
Financial Services 24.8%
Communication Services 7.5%
Technology 6.6%
Basic Materials 6.5%
Healthcare 6.2%
Energy 5.8%
Industrials 3.7%
Utilities 2.3%
Consumer Defensive 1.1%