Arkfeld Wealth Strategies, L.L.C.
CIK 1789382 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $316.2M
- Posisi
- 115
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#5.040 dari 9.443 berdasarkan nilai 13F · top 53.4%
Nilai portofolio QoQ: +8.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 56,39%
- Bobot 25 kepemilikan teratas
- 80,45%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 21,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q1 2026: 2,79% Perkiraan pembelian $17.801.912 · penjualan $8.468.807
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q1 2026 · 91,3% masih dipegang
- Posisi baru
- 5
- Meningkat
- 60
- Menurun
- 39
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
23,7%
Portofolio lengkap 115 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| BRKB | $39.908.951 | 12,62% | 84.180 | $2.781.753 | Naik ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $36.326.620 | 11,49% | 146.184 | $4.688.884 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $18.534.571 | 5,86% | 69.566 | $1.066.937 | Naik ×1 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $14.881.270 | 4,71% | 20.196 | $3.017.273 | Turun ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $13.061.043 | 4,13% | 38.743 | $5.200 | Turun ×3 | ||
| CHRD Chord Energy Corporation - Common Stock | $12.689.565 | 4,01% | 97.687 | $3.840.257 | Turun ×4 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $12.311.368 | 3,89% | 76.836 | $372.450 | Turun ×3 | ||
| DINO HF Sinclair Corporation Common Stock | $11.916.940 | 3,77% | 204.477 | $-345.349 | Turun ×1 | ||
| RSPG | $10.131.354 | 3,20% | 100.850 | $1.292.816 | Turun ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $8.535.359 | 2,70% | 20.756 | $-1.146.098 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $8.208.890 | 2,60% | 24.543 | $-148.115 | Turun ×4 | ||
| KMI Kinder Morgan, Inc. Common Stock | $6.639.019 | 2,10% | 209.433 | $855.786 | Turun ×1 | ||
| BRKA | $6.401.111 | 2,02% | 9 | $441.111 | Naik ×1 | ||
| GLD | $6.264.028 | 1,98% | 14.222 | $-33.841 | Turun ×5 | ||
| SFM Sprouts Farmers Market, Inc. - Common Stock | $6.008.861 | 1,90% | 80.193 | $210.560 | Naik ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $5.329.123 | 1,69% | 64.705 | $13.581 | Turun ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $5.307.534 | 1,68% | 51.246 | $10.950 | Naik ×4 | ||
| BWXT BWX Technologies, Inc. Common Stock | $5.272.152 | 1,67% | 22.113 | $948.707 | Turun ×4 | ||
| WMT Walmart Inc. - Common Stock | $4.928.299 | 1,56% | 39.502 | $468.563 | Turun ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $4.521.404 | 1,43% | 91.212 | $1.522.479 | Naik ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.157.540 | 1,31% | 20.906 | $145.182 | Turun ×2 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $3.536.312 | 1,12% | 44.376 | $419.254 | Naik ×1 | ||
| KHC The Kraft Heinz Company - Common Stock | $3.204.082 | 1,01% | 145.574 | $219.420 | Naik ×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 | Turun ×1 | ||
| TOST Toast, Inc. Class A Common Stock | $3.122.747 | 0,99% | 110.893 | $-796.720 | Naik ×1 | ||
| PPL PPL Corporation Common Stock | $3.054.889 | 0,97% | 77.614 | $366.744 | Turun ×1 | ||
| DVN Devon Energy Corporation Common Stock | $2.723.371 | 0,86% | 60.212 | $642.861 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.984.537 | 0,63% | 2.015 | $360.652 | Naik ×2 | ||
| SPYG | $1.781.709 | 0,56% | 16.291 | $25.758 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1.776.709 | 0,56% | 4.533 | $-4.151 | Naik ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $1.770.617 | 0,56% | 13.897 | $-768.833 | Turun ×3 | ||
| VOO | $1.753.081 | 0,55% | 2.725 | $-15.104 | Turun ×2 | ||
| SYM Symbotic Inc. - Class A Common Stock | $1.680.140 | 0,53% | 28.603 | $-315.726 | Turun ×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 | Naik ×5 | ||
| MPC Marathon Petroleum Corporation Common Stock | $1.554.198 | 0,49% | 6.969 | $361.887 | Naik ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $1.553.727 | 0,49% | 17.029 | $226.257 | Naik ×5 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1.491.325 | 0,47% | 13.530 | $10.149 | Naik ×2 | ||
| OKE ONEOK, Inc. Common Stock | $1.437.018 | 0,45% | 17.087 | $211.489 | Turun ×1 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $1.392.230 | 0,44% | 15.944 | Naik ×1 | |||
| IBM International Business Machines Corporation Common Stock | $1.388.670 | 0,44% | 5.673 | $-288.073 | Naik ×1 | ||
| SUB | $1.299.125 | 0,41% | 12.187 | $-15.412 | Turun ×1 | ||
| BAC Bank of America Corporation Common Stock | $1.255.070 | 0,40% | 23.105 | $-53.943 | Turun ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.148.578 | 0,36% | 3.754 | $-74.594 | Naik ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $1.118.021 | 0,35% | 24.828 | $347.484 | Naik ×5 | ||
| XLU XLU | $1.028.393 | 0,33% | 22.347 | $47.104 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $989.824 | 0,31% | 6.643 | $231.439 | Naik ×5 | ||
| CART Maplebear Inc. - Common Stock | $811.018 | 0,26% | 19.642 | $-62.191 | Naik ×2 | ||
| PSX Phillips 66 Common Stock | $732.147 | 0,23% | 4.535 | $98.019 | Turun ×1 | ||
| USMV | $686.932 | 0,22% | 7.312 | $812 | Naik ×5 | ||
| T AT&T Inc. | $679.232 | 0,21% | 26.678 | $52.810 | Naik ×5 | ||
| JNJ Johnson & Johnson Common Stock | $663.311 | 0,21% | 2.779 | $140.917 | Naik ×4 | ||
| BIL | $608.825 | 0,19% | 6.653 | $-10.318 | Turun ×1 | ||
| SNOW Snowflake Inc. Common Stock | $597.280 | 0,19% | 4.134 | $-376.882 | Turun ×2 | ||
| S SentinelOne, Inc. Class A Common Stock | $582.260 | 0,18% | 43.911 | $-98.777 | Naik ×2 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $568.981 | 0,18% | 6.333 | $118.258 | Naik ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $567.452 | 0,18% | 3.958 | $34.518 | Naik ×5 | ||
| CAH Cardinal Health, Inc. Common Stock | $565.253 | 0,18% | 2.668 | $14.029 | Naik ×3 | ||
| VLO Valero Energy Corporation Common Stock | $563.957 | 0,18% | 2.400 | $124.343 | Naik ×3 | ||
| CVX Chevron Corporation Common Stock | $547.098 | 0,17% | 2.959 | $100.523 | Naik ×5 | ||
| UNP Union Pacific Corporation Common Stock | $543.413 | 0,17% | 2.191 | $101.797 | Naik ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $542.871 | 0,17% | 3.819 | $-148.058 | Naik ×3 | ||
| VYM | $532.960 | 0,17% | 3.482 | $30.290 | Naik ×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 | Naik ×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 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $485.202 | 0,15% | 1.294 | $66.926 | Turun ×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 | Naik ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $441.952 | 0,14% | 3.749 | $149.702 | Naik ×2 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $436.658 | 0,14% | 11.770 | $63.899 | Naik ×5 | ||
| PEP PepsiCo, Inc. - Common Stock | $431.960 | 0,14% | 2.790 | $64.055 | Naik ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $427.302 | 0,14% | 3.212 | $-146.811 | Naik ×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 | Naik ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $411.602 | 0,13% | 4.094 | $3.928 | Naik ×5 | ||
| GIS General Mills, Inc. Common Stock | $406.746 | 0,13% | 11.793 | $179.574 | Naik ×4 | ||
| JD JD.com, Inc. - American Depositary Shares | $401.022 | 0,13% | 12.743 | $31.122 | Naik ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $370.729 | 0,12% | 1.519 | $-4.788 | Turun ×1 | ||
| RDDT Reddit, Inc. Class A Common Stock | $369.892 | 0,12% | 2.334 | $-229.511 | Turun ×1 | ||
| HPS John Hancock Preferred Income Fund III Preferred Income Fund III | $368.215 | 0,12% | 25.464 | $11.469 | Naik ×5 | ||
| RGA Reinsurance Group of America, Incorporated Common Stock | $366.242 | 0,12% | 1.763 | $12.018 | Naik ×5 | ||
| DG Dollar General Corporation Common Stock | $355.109 | 0,11% | 2.921 | $-53.339 | Naik ×2 | ||
| SLV | $350.507 | 0,11% | 4.879 | $-94.696 | Turun ×1 | ||
| SCHO | $344.307 | 0,11% | 14.192 | $1.053 | Naik ×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 | Turun ×1 | ||
| NEAR | $326.248 | 0,10% | 6.413 | $-1.369 | Naik ×2 | ||
| MO Altria Group, Inc. | $320.747 | 0,10% | 4.979 | $48.393 | Naik ×5 | ||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $310.902 | 0,10% | 1.170 | $65.444 | Naik ×5 | ||
| BP BP p.l.c. Common Stock | $299.150 | 0,09% | 6.486 | $83.060 | Naik ×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 | Naik ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $266.457 | 0,08% | 2.657 | $-3.757 | Naik ×3 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $258.074 | 0,08% | 3.128 | $-379 | Naik ×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 | Turun ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $250.575 | 0,08% | 2.548 | $19.852 | Turun ×2 | ||
| SUZ Suzano S.A. American Depositary Shares (each representing One Ordinary Share) | $248.895 | 0,08% | 26.117 | $-27.547 | Turun ×5 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| BRKB | $39.908.951 | 12,62% | naik ×5 |
| UPS | $5.307.534 | 1,68% | naik ×4 |
| PYPL | $4.521.404 | 1,43% | naik ×5 |
| KHC | $3.204.082 | 1,01% | naik ×5 |
| NUE | $1.615.031 | 0,51% | naik ×5 |
| MPC | $1.554.198 | 0,49% | naik ×3 |
| NEE | $1.553.727 | 0,49% | naik ×5 |
| VZ | $1.118.021 | 0,35% | naik ×5 |
| XOM | $989.824 | 0,31% | naik ×5 |
| USMV | $686.932 | 0,22% | naik ×5 |
| T | $679.232 | 0,21% | naik ×5 |
| JNJ | $663.311 | 0,21% | naik ×4 |
| SHEL | $568.981 | 0,18% | naik ×5 |
| PG | $567.452 | 0,18% | naik ×5 |
| CAH | $565.253 | 0,18% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AMZN | Beli lebih banyak | +15K | +$4.7M |
| CHRD | Dipangkas | -2K | +$3.8M |
| CASY | Dipangkas | -487 | +$3.0M |
| BRKB | Beli lebih banyak | +9K | +$2.8M |
| PYPL | Beli lebih banyak | +40K | +$1.5M |
| RSPG | Dipangkas | -9K | +$1.3M |
| MSFT | Beli lebih banyak | +731 | -$1.1M |
| AAPL | Beli lebih banyak | +2K | +$1.1M |
| BWXT | Dipangkas | -377 | +$949K |
| KMI | Dipangkas | -5K | +$856K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| METC | 30 Juni 2025 | 227.920 | $1.802.847 | -11,1% |
| TGT | 30 Sep. 2025 | 13.456 | $1.367.106 | 81,1% |
| SMCI | 31 Des. 2025 | 6.350 | $329.946 | 27,2% |
| TTE | 30 Juni 2025 | 4.712 | $267.594 | 48,1% |
| BABA | 31 Des. 2025 | 1.357 | $255.157 | -16,7% |
| K | 31 Des. 2025 | 2.769 | $229.049 | Tidak lagi dilacak |
| PGR | 31 Des. 2025 | 929 | $228.177 | -3,4% |
| ODC | 31 Des. 2025 | 3.673 | $222.753 | 87,4% |
| TSM | 31 Maret 2025 | 1.049 | $211.227 | 153,1% |
| META | 31 Des. 2025 | 292 | $207.599 | -16,9% |
| MMM | 31 Maret 2026 | 1.262 | $205.514 | 23,8% |
| ABBV | 31 Maret 2026 | 879 | $205.173 | 21,3% |
| UBER | 31 Maret 2026 | 2.370 | $204.270 | 8,7% |
| ET | 30 Juni 2025 | 10.881 | $181.386 | 17,2% |
| AMRNXXXX | 30 Juni 2025 | 58.000 | $26.581 | Tidak lagi dilacak |