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CAP

Cordoba Advisory Partners Portfolio holdings

AUM $472M
This Fund
S&P 500
This Quarter Est. Return
+1.24%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
Cap. Flow
+$405M
Cap. Flow %
99.99%
Top 10 Hldgs %
42.74%
Holding
145
New
145
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 3.84%
2 Technology 2.59%
3 Communication Services 1.01%
4 Consumer Discretionary 0.56%
5 Energy 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IJK icon
76
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$927K 0.23%
+9,559
New +$920K
ARCC icon
77
Ares Capital
ARCC
$14.3B
$899K 0.22%
+44,436
New +$896K
VIG icon
78
Vanguard Dividend Appreciation ETF
VIG
$114B
$887K 0.22%
+4,038
New +$882K
XBI icon
79
State Street SPDR S&P Biotech ETF
XBI
$11.8B
$849K 0.21%
+6,962
New +$798K
SIVR icon
80
abrdn Physical Silver Shares ETF
SIVR
$4.66B
$842K 0.21%
+12,450
New +$654K
VYM icon
81
Vanguard High Dividend Yield ETF
VYM
$83.1B
$830K 0.21%
+5,780
New +$822K
FSLR icon
82
First Solar
FSLR
$22.2B
$823K 0.2%
+3,146
New +$793K
MAIN icon
83
Main Street Capital
MAIN
$5.47B
$739K 0.18%
+12,246
New +$722K
KMI icon
84
Kinder Morgan
KMI
$68.9B
$702K 0.17%
+25,554
New +$690K
IE icon
85
Ivanhoe Electric
IE
$1.9B
$690K 0.17%
+43,154
New +$618K
TRP icon
86
TC Energy
TRP
$64.4B
$686K 0.17%
+12,249
New +$654K
ICLN icon
87
iShares Global Clean Energy ETF
ICLN
$2.21B
$675K 0.17%
+41,074
New +$685K
XOP icon
88
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.72B
$647K 0.16%
+5,128
New +$664K
BN icon
89
Brookfield
BN
$94B
$635K 0.16%
+13,795
New +$629K
CRCL
90
Circle Internet Group
CRCL
$23.4B
$605K 0.15%
+7,628
New +$788K
GSBD icon
91
Goldman Sachs BDC
GSBD
$1.14B
$598K 0.15%
+62,702
New +$615K
OBDC icon
92
Blue Owl Capital
OBDC
$5.6B
$565K 0.14%
+44,188
New +$562K
BATT icon
93
Amplify Lithium & Battery Technology ETF
BATT
$129M
$539K 0.13%
+39,031
New +$526K
PDBC icon
94
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.93B
$506K 0.13%
+38,164
New +$516K
VNM icon
95
VanEck Vietnam ETF
VNM
$519M
$504K 0.12%
+26,423
New +$480K
IBB icon
96
iShares Biotechnology ETF
IBB
$10.9B
$498K 0.12%
+2,953
New +$480K
TSLA icon
97
Tesla
TSLA
$1.38T
$477K 0.12%
+1,054
New +$467K
WOOD icon
98
iShares Global Timber & Forestry ETF
WOOD
$275M
$474K 0.12%
+6,587
New +$464K
SHOP icon
99
Shopify
SHOP
$198B
$457K 0.11%
+2,840
New +$456K
MLPX icon
100
Global X MLP & Energy Infrastructure ETF
MLPX
$3.57B
$451K 0.11%
+7,448
New +$446K

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Cordoba Advisory Partners's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Cordoba Advisory Partners, which disclosed 145 positions worth $405M. Its ten largest holdings account for 43% of the portfolio.

Its largest position is iShares Core US Aggregate Bond ETF: 341,179 shares worth $34.1M.

By sector, the portfolio is most concentrated in Financials at 3.8% of assets, followed by Technology and Communication Services.

  • Cordoba Advisory Partners's largest Q4 2025 buy was iShares Core US Aggregate Bond ETF: 341,179 shares worth $34.1M.
  • Cordoba Advisory Partners's ten largest holdings make up 43% of its $405M portfolio in Q4 2025.
  • Cordoba Advisory Partners disclosed 145 positions in Q4 2025, its first 13F filing on record.

Based on Cordoba Advisory Partners's 13F filing for Q4 2025, filed 13 Feb 2026.