Arkfeld Wealth Strategies, L.L.C.
CIK 1789382 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $316.2M
- ポジション
- 115
- 時点
- 2026年3月31日 Q1 2026時点のデータ
13F価値別で9,443件中 #5,040 位 · 53.4% トップ
ポートフォリオ価値 前期比: +8.7% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 56.39%
- 上位25銘柄のウェイト
- 80.45%
- 1%超のポジション
- 24
- 実効ポジション数
- 21.0
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q1 2026: 2.79% 推定買付額 $17,801,912 · 推定売付額 $8,468,807
保有期間中央値: 6.0 四半期 追跡期間 Q4 2024–Q1 2026 · 91.3% はまだ保有
- 新規ポジション
- 5
- 増加
- 60
- 減少
- 39
- クローズ
- 3
このページについて
セクター別内訳
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%
その他/マッピングなし
23.7%
ポートフォリオ全体 115 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| BRKB | $39,908,951 | 12.62% | 84,180 | $2,781,753 | 上昇 ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $36,326,620 | 11.49% | 146,184 | $4,688,884 | 上昇 ×1 | ||
| AAPL Apple Inc. - Common Stock | $18,534,571 | 5.86% | 69,566 | $1,066,937 | 上昇 ×1 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $14,881,270 | 4.71% | 20,196 | $3,017,273 | 下落 ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $13,061,043 | 4.13% | 38,743 | $5,200 | 下落 ×3 | ||
| CHRD Chord Energy Corporation - Common Stock | $12,689,565 | 4.01% | 97,687 | $3,840,257 | 下落 ×4 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $12,311,368 | 3.89% | 76,836 | $372,450 | 下落 ×3 | ||
| DINO HF Sinclair Corporation Common Stock | $11,916,940 | 3.77% | 204,477 | $-345,349 | 下落 ×1 | ||
| RSPG | $10,131,354 | 3.20% | 100,850 | $1,292,816 | 下落 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $8,535,359 | 2.70% | 20,756 | $-1,146,098 | 上昇 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $8,208,890 | 2.60% | 24,543 | $-148,115 | 下落 ×4 | ||
| KMI Kinder Morgan, Inc. Common Stock | $6,639,019 | 2.10% | 209,433 | $855,786 | 下落 ×1 | ||
| BRKA | $6,401,111 | 2.02% | 9 | $441,111 | 上昇 ×1 | ||
| GLD | $6,264,028 | 1.98% | 14,222 | $-33,841 | 下落 ×5 | ||
| SFM Sprouts Farmers Market, Inc. - Common Stock | $6,008,861 | 1.90% | 80,193 | $210,560 | 上昇 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $5,329,123 | 1.69% | 64,705 | $13,581 | 下落 ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $5,307,534 | 1.68% | 51,246 | $10,950 | 上昇 ×4 | ||
| BWXT BWX Technologies, Inc. Common Stock | $5,272,152 | 1.67% | 22,113 | $948,707 | 下落 ×4 | ||
| WMT Walmart Inc. - Common Stock | $4,928,299 | 1.56% | 39,502 | $468,563 | 下落 ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $4,521,404 | 1.43% | 91,212 | $1,522,479 | 上昇 ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,157,540 | 1.31% | 20,906 | $145,182 | 下落 ×2 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $3,536,312 | 1.12% | 44,376 | $419,254 | 上昇 ×1 | ||
| KHC The Kraft Heinz Company - Common Stock | $3,204,082 | 1.01% | 145,574 | $219,420 | 上昇 ×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 | 下落 ×1 | ||
| TOST Toast, Inc. Class A Common Stock | $3,122,747 | 0.99% | 110,893 | $-796,720 | 上昇 ×1 | ||
| PPL PPL Corporation Common Stock | $3,054,889 | 0.97% | 77,614 | $366,744 | 下落 ×1 | ||
| DVN Devon Energy Corporation Common Stock | $2,723,371 | 0.86% | 60,212 | $642,861 | 下落 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,984,537 | 0.63% | 2,015 | $360,652 | 上昇 ×2 | ||
| SPYG | $1,781,709 | 0.56% | 16,291 | $25,758 | 上昇 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1,776,709 | 0.56% | 4,533 | $-4,151 | 上昇 ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $1,770,617 | 0.56% | 13,897 | $-768,833 | 下落 ×3 | ||
| VOO | $1,753,081 | 0.55% | 2,725 | $-15,104 | 下落 ×2 | ||
| SYM Symbotic Inc. - Class A Common Stock | $1,680,140 | 0.53% | 28,603 | $-315,726 | 下落 ×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 | 上昇 ×5 | ||
| MPC Marathon Petroleum Corporation Common Stock | $1,554,198 | 0.49% | 6,969 | $361,887 | 上昇 ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $1,553,727 | 0.49% | 17,029 | $226,257 | 上昇 ×5 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1,491,325 | 0.47% | 13,530 | $10,149 | 上昇 ×2 | ||
| OKE ONEOK, Inc. Common Stock | $1,437,018 | 0.45% | 17,087 | $211,489 | 下落 ×1 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $1,392,230 | 0.44% | 15,944 | 上昇 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $1,388,670 | 0.44% | 5,673 | $-288,073 | 上昇 ×1 | ||
| SUB | $1,299,125 | 0.41% | 12,187 | $-15,412 | 下落 ×1 | ||
| BAC Bank of America Corporation Common Stock | $1,255,070 | 0.40% | 23,105 | $-53,943 | 下落 ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,148,578 | 0.36% | 3,754 | $-74,594 | 上昇 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $1,118,021 | 0.35% | 24,828 | $347,484 | 上昇 ×5 | ||
| XLU XLU | $1,028,393 | 0.33% | 22,347 | $47,104 | 下落 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $989,824 | 0.31% | 6,643 | $231,439 | 上昇 ×5 | ||
| CART Maplebear Inc. - Common Stock | $811,018 | 0.26% | 19,642 | $-62,191 | 上昇 ×2 | ||
| PSX Phillips 66 Common Stock | $732,147 | 0.23% | 4,535 | $98,019 | 下落 ×1 | ||
| USMV | $686,932 | 0.22% | 7,312 | $812 | 上昇 ×5 | ||
| T AT&T Inc. | $679,232 | 0.21% | 26,678 | $52,810 | 上昇 ×5 | ||
| JNJ Johnson & Johnson Common Stock | $663,311 | 0.21% | 2,779 | $140,917 | 上昇 ×4 | ||
| BIL | $608,825 | 0.19% | 6,653 | $-10,318 | 下落 ×1 | ||
| SNOW Snowflake Inc. Common Stock | $597,280 | 0.19% | 4,134 | $-376,882 | 下落 ×2 | ||
| S SentinelOne, Inc. Class A Common Stock | $582,260 | 0.18% | 43,911 | $-98,777 | 上昇 ×2 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $568,981 | 0.18% | 6,333 | $118,258 | 上昇 ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $567,452 | 0.18% | 3,958 | $34,518 | 上昇 ×5 | ||
| CAH Cardinal Health, Inc. Common Stock | $565,253 | 0.18% | 2,668 | $14,029 | 上昇 ×3 | ||
| VLO Valero Energy Corporation Common Stock | $563,957 | 0.18% | 2,400 | $124,343 | 上昇 ×3 | ||
| CVX Chevron Corporation Common Stock | $547,098 | 0.17% | 2,959 | $100,523 | 上昇 ×5 | ||
| UNP Union Pacific Corporation Common Stock | $543,413 | 0.17% | 2,191 | $101,797 | 上昇 ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $542,871 | 0.17% | 3,819 | $-148,058 | 上昇 ×3 | ||
| VYM | $532,960 | 0.17% | 3,482 | $30,290 | 上昇 ×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 | 上昇 ×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 | 下落 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $485,202 | 0.15% | 1,294 | $66,926 | 下落 ×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 | 上昇 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $441,952 | 0.14% | 3,749 | $149,702 | 上昇 ×2 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $436,658 | 0.14% | 11,770 | $63,899 | 上昇 ×5 | ||
| PEP PepsiCo, Inc. - Common Stock | $431,960 | 0.14% | 2,790 | $64,055 | 上昇 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $427,302 | 0.14% | 3,212 | $-146,811 | 上昇 ×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 | 上昇 ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $411,602 | 0.13% | 4,094 | $3,928 | 上昇 ×5 | ||
| GIS General Mills, Inc. Common Stock | $406,746 | 0.13% | 11,793 | $179,574 | 上昇 ×4 | ||
| JD JD.com, Inc. - American Depositary Shares | $401,022 | 0.13% | 12,743 | $31,122 | 上昇 ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $370,729 | 0.12% | 1,519 | $-4,788 | 下落 ×1 | ||
| RDDT Reddit, Inc. Class A Common Stock | $369,892 | 0.12% | 2,334 | $-229,511 | 下落 ×1 | ||
| HPS John Hancock Preferred Income Fund III Preferred Income Fund III | $368,215 | 0.12% | 25,464 | $11,469 | 上昇 ×5 | ||
| RGA Reinsurance Group of America, Incorporated Common Stock | $366,242 | 0.12% | 1,763 | $12,018 | 上昇 ×5 | ||
| DG Dollar General Corporation Common Stock | $355,109 | 0.11% | 2,921 | $-53,339 | 上昇 ×2 | ||
| SLV | $350,507 | 0.11% | 4,879 | $-94,696 | 下落 ×1 | ||
| SCHO | $344,307 | 0.11% | 14,192 | $1,053 | 上昇 ×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 | 下落 ×1 | ||
| NEAR | $326,248 | 0.10% | 6,413 | $-1,369 | 上昇 ×2 | ||
| MO Altria Group, Inc. | $320,747 | 0.10% | 4,979 | $48,393 | 上昇 ×5 | ||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $310,902 | 0.10% | 1,170 | $65,444 | 上昇 ×5 | ||
| BP BP p.l.c. Common Stock | $299,150 | 0.09% | 6,486 | $83,060 | 上昇 ×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 | 上昇 ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $266,457 | 0.08% | 2,657 | $-3,757 | 上昇 ×3 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $258,074 | 0.08% | 3,128 | $-379 | 上昇 ×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 | 下落 ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $250,575 | 0.08% | 2,548 | $19,852 | 下落 ×2 | ||
| SUZ Suzano S.A. American Depositary Shares (each representing One Ordinary Share) | $248,895 | 0.08% | 26,117 | $-27,547 | 下落 ×5 | ||
| 一致なし | |||||||
確信度保有銘柄
3四半期以上連続でポジションが増加しました。
株式数は13F提出書類に基づく（株式分割調整なし）
| 証券 | 評価額 | % ポートフォリオの | 連続 |
|---|---|---|---|
| BRKB | $39,908,951 | 12.62% | 5倍増 |
| UPS | $5,307,534 | 1.68% | 4倍増 |
| PYPL | $4,521,404 | 1.43% | 5倍増 |
| KHC | $3,204,082 | 1.01% | 5倍増 |
| NUE | $1,615,031 | 0.51% | 5倍増 |
| MPC | $1,554,198 | 0.49% | 3倍増 |
| NEE | $1,553,727 | 0.49% | 5倍増 |
| VZ | $1,118,021 | 0.35% | 5倍増 |
| XOM | $989,824 | 0.31% | 5倍増 |
| USMV | $686,932 | 0.22% | 5倍増 |
| T | $679,232 | 0.21% | 5倍増 |
| JNJ | $663,311 | 0.21% | 4倍増 |
| SHEL | $568,981 | 0.18% | 5倍増 |
| PG | $567,452 | 0.18% | 5倍増 |
| CAH | $565,253 | 0.18% | 3倍増 |
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
上位変動銘柄（四半期比）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| METC | 2025年6月30日 | 227,920 | $1,802,847 | -11.1% |
| TGT | 2025年9月30日 | 13,456 | $1,367,106 | 81.1% |
| SMCI | 2025年12月31日 | 6,350 | $329,946 | 27.2% |
| TTE | 2025年6月30日 | 4,712 | $267,594 | 48.1% |
| BABA | 2025年12月31日 | 1,357 | $255,157 | -16.7% |
| K | 2025年12月31日 | 2,769 | $229,049 | 追跡終了 |
| PGR | 2025年12月31日 | 929 | $228,177 | -3.4% |
| ODC | 2025年12月31日 | 3,673 | $222,753 | 87.4% |
| TSM | 2025年3月31日 | 1,049 | $211,227 | 153.1% |
| META | 2025年12月31日 | 292 | $207,599 | -16.9% |
| MMM | 2026年3月31日 | 1,262 | $205,514 | 23.8% |
| ABBV | 2026年3月31日 | 879 | $205,173 | 21.3% |
| UBER | 2026年3月31日 | 2,370 | $204,270 | 8.7% |
| ET | 2025年6月30日 | 10,881 | $181,386 | 17.2% |
| AMRNXXXX | 2025年6月30日 | 58,000 | $26,581 | 追跡終了 |