Arkfeld Wealth Strategies, L.L.C.
CIK 1789382 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $316.2M
- Posiciones
- 115
- A fecha de
- 31 de marzo de 2026 Datos a fecha de Q1 2026
#5 040 de 9 443 por valor de 13F · top 53.4%
Valor de cartera interanual: +8.7% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 56,39%
- Peso de las 25 principales tenencias
- 80,45%
- Posiciones superiores al 1%
- 24
- Número efectivo de posiciones
- 21,0
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q1 2026: 2,79% Est. compras $17 801 912 · ventas $8 468 807
Tenencia mediana: 6,0 trimestres Rastreado Q4 2024–Q1 2026 · 91,3% aún se mantiene
- Nuevas posiciones
- 5
- Aumentado
- 60
- Disminuido
- 39
- Cerrada
- 3
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Apuestas de alta convicción Las posiciones en las que este gestor está más concentrado.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
Retail
25,3%
Energy
13,1%
Technology
12,2%
Communication Services
7,1%
Financial Services
4,2%
Industrials
2,6%
Consumer Staples
2,6%
Communications
1,9%
Logistics & Transportation
1,7%
Utilities
1,5%
Financials
1,1%
Consumer Discretionary
0,8%
Healthcare
0,7%
Telecommunication
0,6%
Materials
0,5%
Consumer products
0,4%
Paper & Forest
0,1%
Otro/No mapeado
23,7%
Cartera completa 115 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| BRKB | $39 908 951 | 12,62% | 84 180 | $2 781 753 | Subir ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $36 326 620 | 11,49% | 146 184 | $4 688 884 | Subir ×1 | ||
| AAPL Apple Inc. - Common Stock | $18 534 571 | 5,86% | 69 566 | $1 066 937 | Subir ×1 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $14 881 270 | 4,71% | 20 196 | $3 017 273 | Bajar ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $13 061 043 | 4,13% | 38 743 | $5 200 | Bajar ×3 | ||
| CHRD Chord Energy Corporation - Common Stock | $12 689 565 | 4,01% | 97 687 | $3 840 257 | Bajar ×4 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $12 311 368 | 3,89% | 76 836 | $372 450 | Bajar ×3 | ||
| DINO HF Sinclair Corporation Common Stock | $11 916 940 | 3,77% | 204 477 | $-345 349 | Bajar ×1 | ||
| RSPG | $10 131 354 | 3,20% | 100 850 | $1 292 816 | Bajar ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $8 535 359 | 2,70% | 20 756 | $-1 146 098 | Subir ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $8 208 890 | 2,60% | 24 543 | $-148 115 | Bajar ×4 | ||
| KMI Kinder Morgan, Inc. Common Stock | $6 639 019 | 2,10% | 209 433 | $855 786 | Bajar ×1 | ||
| BRKA | $6 401 111 | 2,02% | 9 | $441 111 | Subir ×1 | ||
| GLD | $6 264 028 | 1,98% | 14 222 | $-33 841 | Bajar ×5 | ||
| SFM Sprouts Farmers Market, Inc. - Common Stock | $6 008 861 | 1,90% | 80 193 | $210 560 | Subir ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $5 329 123 | 1,69% | 64 705 | $13 581 | Bajar ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $5 307 534 | 1,68% | 51 246 | $10 950 | Subir ×4 | ||
| BWXT BWX Technologies, Inc. Common Stock | $5 272 152 | 1,67% | 22 113 | $948 707 | Bajar ×4 | ||
| WMT Walmart Inc. - Common Stock | $4 928 299 | 1,56% | 39 502 | $468 563 | Bajar ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $4 521 404 | 1,43% | 91 212 | $1 522 479 | Subir ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $4 157 540 | 1,31% | 20 906 | $145 182 | Bajar ×2 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $3 536 312 | 1,12% | 44 376 | $419 254 | Subir ×1 | ||
| KHC The Kraft Heinz Company - Common Stock | $3 204 082 | 1,01% | 145 574 | $219 420 | Subir ×5 | ||
| KOF Coca Cola Femsa S.A.B. de C.V. American Depositary Shares, each representing 10 Units (each Unit consists of 3 Series B Shares and 5 Series L Shares) | $3 164 262 | 1,00% | 30 658 | $247 126 | Bajar ×1 | ||
| TOST Toast, Inc. Class A Common Stock | $3 122 747 | 0,99% | 110 893 | $-796 720 | Subir ×1 | ||
| PPL PPL Corporation Common Stock | $3 054 889 | 0,97% | 77 614 | $366 744 | Bajar ×1 | ||
| DVN Devon Energy Corporation Common Stock | $2 723 371 | 0,86% | 60 212 | $642 861 | Bajar ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1 984 537 | 0,63% | 2 015 | $360 652 | Subir ×2 | ||
| SPYG | $1 781 709 | 0,56% | 16 291 | $25 758 | Subir ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1 776 709 | 0,56% | 4 533 | $-4 151 | Subir ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $1 770 617 | 0,56% | 13 897 | $-768 833 | Bajar ×3 | ||
| VOO | $1 753 081 | 0,55% | 2 725 | $-15 104 | Bajar ×2 | ||
| SYM Symbotic Inc. - Class A Common Stock | $1 680 140 | 0,53% | 28 603 | $-315 726 | Bajar ×1 | ||
| TGT Target Corporation Common Stock | $1 617 507 | 0,51% | 13 164 | ||||
| NUE Nucor Corporation Common Stock | $1 615 031 | 0,51% | 8 518 | $226 043 | Subir ×5 | ||
| MPC Marathon Petroleum Corporation Common Stock | $1 554 198 | 0,49% | 6 969 | $361 887 | Subir ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $1 553 727 | 0,49% | 17 029 | $226 257 | Subir ×5 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1 491 325 | 0,47% | 13 530 | $10 149 | Subir ×2 | ||
| OKE ONEOK, Inc. Common Stock | $1 437 018 | 0,45% | 17 087 | $211 489 | Bajar ×1 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $1 392 230 | 0,44% | 15 944 | Subir ×1 | |||
| IBM International Business Machines Corporation Common Stock | $1 388 670 | 0,44% | 5 673 | $-288 073 | Subir ×1 | ||
| SUB | $1 299 125 | 0,41% | 12 187 | $-15 412 | Bajar ×1 | ||
| BAC Bank of America Corporation Common Stock | $1 255 070 | 0,40% | 23 105 | $-53 943 | Bajar ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1 148 578 | 0,36% | 3 754 | $-74 594 | Subir ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $1 118 021 | 0,35% | 24 828 | $347 484 | Subir ×5 | ||
| XLU XLU | $1 028 393 | 0,33% | 22 347 | $47 104 | Bajar ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $989 824 | 0,31% | 6 643 | $231 439 | Subir ×5 | ||
| CART Maplebear Inc. - Common Stock | $811 018 | 0,26% | 19 642 | $-62 191 | Subir ×2 | ||
| PSX Phillips 66 Common Stock | $732 147 | 0,23% | 4 535 | $98 019 | Bajar ×1 | ||
| USMV | $686 932 | 0,22% | 7 312 | $812 | Subir ×5 | ||
| T AT&T Inc. | $679 232 | 0,21% | 26 678 | $52 810 | Subir ×5 | ||
| JNJ Johnson & Johnson Common Stock | $663 311 | 0,21% | 2 779 | $140 917 | Subir ×4 | ||
| BIL | $608 825 | 0,19% | 6 653 | $-10 318 | Bajar ×1 | ||
| SNOW Snowflake Inc. Common Stock | $597 280 | 0,19% | 4 134 | $-376 882 | Bajar ×2 | ||
| S SentinelOne, Inc. Class A Common Stock | $582 260 | 0,18% | 43 911 | $-98 777 | Subir ×2 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $568 981 | 0,18% | 6 333 | $118 258 | Subir ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $567 452 | 0,18% | 3 958 | $34 518 | Subir ×5 | ||
| CAH Cardinal Health, Inc. Common Stock | $565 253 | 0,18% | 2 668 | $14 029 | Subir ×3 | ||
| VLO Valero Energy Corporation Common Stock | $563 957 | 0,18% | 2 400 | $124 343 | Subir ×3 | ||
| CVX Chevron Corporation Common Stock | $547 098 | 0,17% | 2 959 | $100 523 | Subir ×5 | ||
| UNP Union Pacific Corporation Common Stock | $543 413 | 0,17% | 2 191 | $101 797 | Subir ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $542 871 | 0,17% | 3 819 | $-148 058 | Subir ×3 | ||
| VYM | $532 960 | 0,17% | 3 482 | $30 290 | Subir ×5 | ||
| LLY Eli Lilly and Company Common Stock | $524 414 | 0,17% | 579 | $-117 351 | |||
| KO Coca-Cola Company (The) Common Stock | $509 553 | 0,16% | 6 766 | $111 243 | Subir ×5 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $492 061 | 0,16% | 947 | $200 139 | |||
| NU Nu Holdings Ltd. Class A Ordinary Shares | $487 735 | 0,15% | 31 795 | $-94 928 | Bajar ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $485 202 | 0,15% | 1 294 | $66 926 | Bajar ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $464 842 | 0,15% | 3 012 | $73 041 | |||
| MCD McDonald's Corporation Common Stock | $460 271 | 0,15% | 1 503 | $8 842 | Subir ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $441 952 | 0,14% | 3 749 | $149 702 | Subir ×2 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $436 658 | 0,14% | 11 770 | $63 899 | Subir ×5 | ||
| PEP PepsiCo, Inc. - Common Stock | $431 960 | 0,14% | 2 790 | $64 055 | Subir ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $427 302 | 0,14% | 3 212 | $-146 811 | Subir ×5 | ||
| V Visa Inc. | $422 395 | 0,13% | 1 337 | $-53 339 | |||
| DIS Walt Disney Company (The) Common Stock | $415 734 | 0,13% | 4 035 | $35 655 | Subir ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $411 602 | 0,13% | 4 094 | $3 928 | Subir ×5 | ||
| GIS General Mills, Inc. Common Stock | $406 746 | 0,13% | 11 793 | $179 574 | Subir ×4 | ||
| JD JD.com, Inc. - American Depositary Shares | $401 022 | 0,13% | 12 743 | $31 122 | Subir ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $370 729 | 0,12% | 1 519 | $-4 788 | Bajar ×1 | ||
| RDDT Reddit, Inc. Class A Common Stock | $369 892 | 0,12% | 2 334 | $-229 511 | Bajar ×1 | ||
| HPS John Hancock Preferred Income Fund III Preferred Income Fund III | $368 215 | 0,12% | 25 464 | $11 469 | Subir ×5 | ||
| RGA Reinsurance Group of America, Incorporated Common Stock | $366 242 | 0,12% | 1 763 | $12 018 | Subir ×5 | ||
| DG Dollar General Corporation Common Stock | $355 109 | 0,11% | 2 921 | $-53 339 | Subir ×2 | ||
| SLV | $350 507 | 0,11% | 4 879 | $-94 696 | Bajar ×1 | ||
| SCHO | $344 307 | 0,11% | 14 192 | $1 053 | Subir ×3 | ||
| PAA Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | $344 270 | 0,11% | 15 968 | $56 686 | |||
| ORCL Oracle Corporation Common Stock | $331 493 | 0,10% | 1 952 | $-89 335 | Bajar ×1 | ||
| NEAR | $326 248 | 0,10% | 6 413 | $-1 369 | Subir ×2 | ||
| MO Altria Group, Inc. | $320 747 | 0,10% | 4 979 | $48 393 | Subir ×5 | ||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $310 902 | 0,10% | 1 170 | $65 444 | Subir ×5 | ||
| BP BP p.l.c. Common Stock | $299 150 | 0,09% | 6 486 | $83 060 | Subir ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $288 172 | 0,09% | 374 | $65 110 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $271 112 | 0,09% | 2 118 | $26 594 | Subir ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $266 457 | 0,08% | 2 657 | $-3 757 | Subir ×3 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $258 074 | 0,08% | 3 128 | $-379 | Subir ×3 | ||
| ODC Oil-Dri Corporation Of America Common Stock | $257 155 | 0,08% | 3 684 | ||||
| INTC Intel Corporation - Common Stock | $256 523 | 0,08% | 3 950 | $53 811 | Bajar ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $250 575 | 0,08% | 2 548 | $19 852 | Bajar ×2 | ||
| SUZ Suzano S.A. American Depositary Shares (each representing One Ordinary Share) | $248 895 | 0,08% | 26 117 | $-27 547 | Bajar ×5 | ||
| Sin coincidencias | |||||||
Tenencias de convicción
Posiciones aumentadas durante 3 o más trimestres consecutivos.
Los recuentos de acciones se informan en las presentaciones 13F (no ajustados por división)
| Valor | Valor | % de la cartera | Racha |
|---|---|---|---|
| BRKB | $39 908 951 | 12,62% | aumentado ×5 |
| UPS | $5 307 534 | 1,68% | aumentado ×4 |
| PYPL | $4 521 404 | 1,43% | aumentado ×5 |
| KHC | $3 204 082 | 1,01% | aumentado ×5 |
| NUE | $1 615 031 | 0,51% | aumentado ×5 |
| MPC | $1 554 198 | 0,49% | aumentado ×3 |
| NEE | $1 553 727 | 0,49% | aumentado ×5 |
| VZ | $1 118 021 | 0,35% | aumentado ×5 |
| XOM | $989 824 | 0,31% | aumentado ×5 |
| USMV | $686 932 | 0,22% | aumentado ×5 |
| T | $679 232 | 0,21% | aumentado ×5 |
| JNJ | $663 311 | 0,21% | aumentado ×4 |
| SHEL | $568 981 | 0,18% | aumentado ×5 |
| PG | $567 452 | 0,18% | aumentado ×5 |
| CAH | $565 253 | 0,18% | aumentado ×3 |
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
Principales movimientos (trimestre a trimestre)
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| METC | 30 de junio de 2025 | 227 920 | $1 802 847 | -11,1% |
| TGT | 30 de septiembre de 2025 | 13 456 | $1 367 106 | 81,1% |
| SMCI | 31 de diciembre de 2025 | 6 350 | $329 946 | 27,2% |
| TTE | 30 de junio de 2025 | 4 712 | $267 594 | 48,1% |
| BABA | 31 de diciembre de 2025 | 1 357 | $255 157 | -16,7% |
| K | 31 de diciembre de 2025 | 2 769 | $229 049 | Ya no se rastrea |
| PGR | 31 de diciembre de 2025 | 929 | $228 177 | -3,4% |
| ODC | 31 de diciembre de 2025 | 3 673 | $222 753 | 87,4% |
| TSM | 31 de marzo de 2025 | 1 049 | $211 227 | 153,1% |
| META | 31 de diciembre de 2025 | 292 | $207 599 | -16,9% |
| MMM | 31 de marzo de 2026 | 1 262 | $205 514 | 23,8% |
| ABBV | 31 de marzo de 2026 | 879 | $205 173 | 21,3% |
| UBER | 31 de marzo de 2026 | 2 370 | $204 270 | 8,7% |
| ET | 30 de junio de 2025 | 10 881 | $181 386 | 17,2% |
| AMRNXXXX | 30 de junio de 2025 | 58 000 | $26 581 | Ya no se rastrea |