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CIK: 0001845109
Total reported value
$148.9M
$148.9M
102 檔
22.4%
At the close of Q1 2026, Oder Investment Management, LLC disclosed equity holdings valued at approximately $148.9M, spread across 102 reported holdings.
In Q1 2026, Oder Investment Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 44 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, PLTR, SPY) accounted for 22.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
JEPQ
市值: $532.0K
Top Position Liquidated / Trimmed
XBFZX
前期市值: $1.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.02% | -0.19% | -0.20% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.69% | -1.19% | -6.69% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.68% | -0.10% | -4.45% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.36% | — | -0.69% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.85% | +0.28% | -0.33% | |
| 6 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 3.60% | -0.68% | -0.78% | |
| 7 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 3.25% | -0.26% | +6.60% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.17% | -0.03% | -7.34% | |
| 9 | FTSL | First Trust Senior Loan ETF | ETF-Other | 2.65% | -0.35% | +0.77% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | -0.23% | +9.06% | |
| 11 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 2.35% | +0.09% | +16.84% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | -0.04% | +0.02% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | -0.08% | -4.19% | |
| 14 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 1.93% | +0.06% | +49.44% | |
| 15 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.68% | -0.25% | -5.21% | |
| 16 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.67% | -0.19% | -3.64% | |
| 17 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.64% | -0.05% | +0.24% | |
| 18 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.61% | -0.26% | +3.79% | |
| 19 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 1.56% | -0.19% | -3.17% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.52% | +0.16% | +3.28% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.40% | -0.03% | +1.24% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.38% | -0.15% | +4.92% | |
| 23 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.34% | -0.16% | +8.14% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 1.15% | -0.29% | -1.67% | |
| 25 | LDP | Cohen & Steers Limited Durat | Stock-Other | 1.14% | -0.04% | +0.81% | |
| 26 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.11% | -0.17% | -3.25% | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.08% | -0.01% | +9.43% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.14% | -5.56% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 1.00% | +0.02% | -0.15% | |
| 30 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.90% | -0.10% | +34.93% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.81% | +0.44% | -0.74% | |
| 32 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.79% | -0.11% | -0.53% | |
| 33 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.79% | -0.02% | — | |
| 34 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.78% | — | -5.90% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.77% | -0.26% | +2.12% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.04% | +2.46% | |
| 37 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.76% | -0.04% | — | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.75% | +0.02% | -0.98% | |
| 39 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.75% | -0.03% | +0.07% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | -0.17% | -7.22% | |
| 41 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.65% | +0.03% | +50.60% | |
| 42 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.62% | -0.01% | -10.82% | |
| 43 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.61% | -0.04% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.01% | +2.05% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.18% | — | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.59% | -0.09% | +4.13% | |
| 47 | CMI | Cummins Inc | Stock-Industrials | 0.59% | +0.10% | — | |
| 48 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.58% | +0.02% | +20.40% | |
| 49 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.56% | -0.05% | +1.97% | |
| 50 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.56% | +0.03% | +0.25% |
According to official SEC Form 13F filings, Oder Investment Management, LLC reported a total U.S. public equity portfolio value of $148.9M across 102 disclosed positions in Q1 2026.
During Q1 2026, Oder Investment Management, LLC's top holdings by market value included AAPL (8.0%)、PLTR (4.7%)、SPY (4.7%). The largest single position, AAPL, represented 8.0% of total portfolio value.
In Q1 2026, Oder Investment Management, LLC made 85 total portfolio adjustments, initiating 4 new buys, adding to 44 positions, trimming 35 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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