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CIK: 0001730546
Total reported value
$286.1M
$286.1M
400 檔
36.1%
In Q4 2025, Luken Investment Analytics, LLC's U.S. equity holdings reached a combined market value of $286.1M, distributed across 400 disclosed stock positions.
In Q4 2025, Luken Investment Analytics, LLC displayed an active expansion posture, initiating 98 new positions and adding to 64 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 400 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TDVI | Ft Vest Technology Dividend | ETF-Tech | 9.25% | +0.61% | -17.60% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 8.88% | -0.01% | +154.84% | |
| 3 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 8.38% | -7.15% | +0.64% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.61% | +0.17% | +0.98% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 6.70% | +0.06% | +0.16% | |
| 6 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 6.61% | -0.52% | +1.73% | |
| 7 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 6.48% | -0.60% | +3.77% | |
| 8 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 5.71% | +0.09% | -0.65% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.42% | +0.19% | -0.32% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.24% | +0.82% | -16.93% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.61% | +0.31% | -0.38% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.24% | -0.03% | -2.57% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.77% | +0.14% | +0.41% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.66% | +0.10% | -0.37% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.86% | +0.17% | +1.33% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.56% | -0.16% | -4.52% | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.24% | +0.21% | -13.10% | |
| 18 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.63% | — | — | |
| 19 | SGVT | Schwab Govt Money Market ETF | ETF-Other | 0.58% | -0.11% | -4.89% | |
| 20 | CTAS | Cintas CORP | Stock-Industrials | 0.57% | -0.01% | -0.08% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 0.57% | -0.05% | +0.14% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 0.54% | — | +0.51% | |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.53% | +0.02% | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.01% | +2.61% | |
| 25 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 0.50% | — | EXIT | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.02% | +6.00% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 0.46% | -0.51% | EXIT | |
| 28 | MMM | 3m Co | Stock-Industrials | 0.46% | +0.01% | +0.06% | |
| 29 | XEADX | Allspring Income Opport | Stock-Other | 0.38% | -0.07% | +1.61% | |
| 30 | FBK | Fb Financial CORP | Stock-Other | 0.33% | -0.01% | +3.34% | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 0.33% | -0.07% | +0.10% | |
| 32 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.25% | +0.02% | -3.80% | |
| 33 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.25% | +0.06% | +4.55% | |
| 34 | FTCE | Ft New Constr Cor Earn Ldr | ETF-Other | 0.25% | +0.72% | +34.89% | |
| 35 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.21% | — | — | |
| 36 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.21% | -0.09% | +2.18% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.03% | -15.26% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.02% | -26.82% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.01% | +56.91% | |
| 40 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.18% | — | — | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.15% | +0.01% | +1.50% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.01% | +28.63% | |
| 43 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.14% | -0.08% | -27.70% | |
| 44 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.13% | -0.01% | +0.13% | |
| 45 | CVS | Cvs Health CORP | Stock-Healthcare | 0.12% | +0.03% | +0.39% | |
| 46 | COR | Cencora Inc | Stock-Healthcare | 0.12% | -0.02% | +0.11% | |
| 47 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.12% | — | +9.09% | |
| 48 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.11% | -0.01% | +9.73% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.11% | — | — | |
| 50 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.09% | -0.02% | +0.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | +5.4% | +154.84% | Add |
| 2 | IGLD | Ft Vest Gold Strategy Target | +0.5% | +0.64% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +0.98% | Add |
| 4 | RDVI | Ft Vest Rising Dividend Achi | +0.3% | +1.73% | Add |
| 5 | HYBL | Ss Blackstone High Inc ETF | +0.3% | +3.77% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.32% | Trim |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +0.41% | Add |
| 8 | YJUN | Ft Vest Int Eq Modt Etf-june | +0.1% | -0.65% | Trim |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +1.33% | Add |
| 10 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +0.16% | Add |
| 11 | FTCE | Ft New Constr Cor Earn Ldr | +0.1% | +34.89% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.37% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +28.63% | Add |
| 14 | MSFT | Microsoft CORP | +0.1% | +56.91% | Add |
| 15 | RSP | Invesco S&p 500 Equal Weight | +0.1% | -0.38% | Trim |
| 16 | RTX | Rtx CORP | +0.1% | +0.14% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +6.00% | Add |
| 18 | AAPL | Apple Inc | +0.1% | +2.61% | Add |
| 19 | LLY | Eli Lilly & Co | 0% | -15.26% | Trim |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | -2.57% | Trim |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +73.37% | Add |
| 22 | WMT | Walmart Inc | 0% | +22.04% | Add |
| 23 | NVDA | Nvidia CORP | 0% | +43.80% | Add |
| 24 | XOM | Exxon Mobil CORP | 0% | +57.64% | Add |
| 25 | PG | Procter & Gamble Co/the | 0% | +113.41% | Add |
| 26 | MMM | 3m Co | 0% | +0.06% | Add |
| 27 | V | Visa Inc-class A Shares | 0% | +313.33% | Add |
| 28 | CSCO | Cisco Systems Inc | 0% | +418.00% | Add |
| 29 | QQEW | First Tr Nasdaq-100 Sel Eq | 0% | +4.55% | Add |
| 30 | FFEB | Ft Vest US Equity Buffer ETF | 0% | +9.73% | Add |
| 31 | AZNN | Astrazeneca Plc-spons Adr | 0% | +4.27% | Add |
| 32 | CVX | Chevron CORP | 0% | +111.20% | Add |
| 33 | QJUN | Ft Vest Nasdaq-100 Buffer Et | 0% | +9.09% | Add |
| 34 | FBK | Fb Financial CORP | 0% | +3.34% | Add |
| 35 | COR | Cencora Inc | 0% | +0.11% | Add |
| 36 | EMR | Emerson Electric Co | 0% | +0.51% | Add |
| 37 | JNJ | Johnson & Johnson | 0% | +5.96% | Add |
| 38 | TJUN | Ft Vest Emerging Mar B Jun | 0% | +8.90% | Add |
| 39 | HCA | Hca Healthcare Inc | 0% | +0.41% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | +8.50% | Add |
| 41 | PANW | Palo Alto Networks Inc | 0% | +196.15% | Add |
| 42 | CVS | Cvs Health CORP | 0% | +0.39% | Add |
| 43 | FJAN | Ft Vest U.s. Equity Buffer E | 0% | — | Unchanged |
| 44 | DE | Deere & Co | 0% | +1.50% | Add |
| 45 | SOLV | Solventum CORP | 0% | — | Unchanged |
| 46 | ABT | Abbott Laboratories | 0% | +113.10% | Add |
| 47 | FDX | Fedex CORP | 0% | +55.00% | Add |
| 48 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 49 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 50 | MRK | Merck & Co. Inc. | 0% | +11.19% | Add |
According to official SEC Form 13F filings, Luken Investment Analytics, LLC reported a total U.S. public equity portfolio value of $286.1M across 400 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TDVI, FTSM, IGLD) accounted for 36.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
BUFR
市值: $1.4M
Top Position Liquidated / Trimmed
QDEC
前期市值: $258.3K
During Q4 2025, Luken Investment Analytics, LLC's top holdings by market value included TDVI (9.3%)、FTSM (8.9%)、IGLD (8.4%). The largest single position, TDVI, represented 9.3% of total portfolio value.
In Q4 2025, Luken Investment Analytics, LLC made 186 total portfolio adjustments, initiating 98 new buys, adding to 64 positions, trimming 22 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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