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Asset Manager ← All Institutions

OBSIDIAN CIO, LLC

Q1 2026 · Filed 2026-02-18
Market Value
$0
-100.0%
Holdings
165
-85
New Purchases
0
Added To
0
Closed
165
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 53 $0 0%
Large Cap 82 $0 0%
Mid Cap 21 $0 0%
Small Cap 7 $0 0%
Micro Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$364.1B
Median Market Cap
$95.8B
Avg P/E
37.6
Median P/E
25.7
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
77
# ETFs / Funds
88

Top Holdings (165 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HD —% -$189K -549 -100.0% SOLD
2 ACN —% -$47K -175 -100.0% SOLD
3 DIS —% -$10K -92 -100.0% SOLD
4 CVX —% -$218K -1,433 -100.0% SOLD
5 UBER —% -$13K -156 -100.0% SOLD
6 ACHR —% -$34K -4,500 -100.0% SOLD
7 BMY —% -$8K -141 -100.0% SOLD
8 XOM —% -$189K -1,572 -100.0% SOLD
9 SHV —% -$322K -2,923 -100.0% SOLD
10 GE —% -$284K -923 -100.0% SOLD
11 SNOW —% -$877 -4 -100.0% SOLD
12 MS —% -$127K -717 -100.0% SOLD
13 ETR —% -$12K -37 -100.0% SOLD
14 KKR —% -$9K -68 -100.0% SOLD
15 AXP —% -$83K -225 -100.0% SOLD
16 ABBV —% -$289K -1,265 -100.0% SOLD
17 CRM —% -$5K -18 -100.0% SOLD
18 BLK —% -$31K -29 -100.0% SOLD
19 FSK —% -$615K -41,524 -100.0% SOLD
20 KO —% -$239K -3,415 -100.0% SOLD
21 VZ —% -$42K -1,024 -100.0% SOLD
22 UPS —% -$210K -2,705 -100.0% SOLD
23 PFE —% -$5K -214 -100.0% SOLD
24 IBM —% -$64K -217 -100.0% SOLD
25 GEV —% -$117K -178 -100.0% SOLD
26 MRK —% -$5K -52 -100.0% SOLD
27 PM —% -$47K -295 -100.0% SOLD
28 BBAI —% -$45K -8,404 -100.0% SOLD
29 JPM —% -$506K -1,569 -100.0% SOLD
30 BAC —% -$67K -1,214 -100.0% SOLD
31 PG —% -$32K -227 -100.0% SOLD
32 V —% -$67K -190 -100.0% SOLD
33 OKLO —% -$142K -1,985 -100.0% SOLD
34 CI —% -$77K -280 -100.0% SOLD
35 UNP —% -$8K -33 -100.0% SOLD
36 LLY —% -$50K -46 -100.0% SOLD
37 MA —% -$20K -35 -100.0% SOLD
38 T —% -$50K -2,029 -100.0% SOLD
39 GS —% -$518K -589 -100.0% SOLD
40 PRU —% -$271K -2,404 -100.0% SOLD
41 DUK —% -$33K -278 -100.0% SOLD
42 JNJ —% -$348K -1,683 -100.0% SOLD
43 MSDL —% -$284K -17,220 -100.0% SOLD
44 RTX —% -$180K -983 -100.0% SOLD
45 TSM —% -$100K -330 -100.0% SOLD
46 COST —% -$21K -24 -100.0% SOLD
47 CSCO —% -$69K -897 -100.0% SOLD
48 AMD —% -$32K -149 -100.0% SOLD
49 JEPQ —% -$210K -3,608 -100.0% SOLD
50 ESML —% -$5K -115 -100.0% SOLD
51 MU —% -$28K -97 -100.0% SOLD
52 AMZN —% -$543K -2,353 -100.0% SOLD
53 ARCC —% -$3K -161 -100.0% SOLD
54 AAPL —% -$2M -8,348 -100.0% SOLD
55 DGRW —% -$18K -200 -100.0% SOLD
56 ETHA —% -$4K -193 -100.0% SOLD
57 DJT —% -$4K -268 -100.0% SOLD
58 FLOT —% -$2M -13,775 -100.0% SOLD
59 BND —% -$867K -11,707 -100.0% SOLD
60 BOTZ —% -$821K -22,669 -100.0% SOLD
61 META —% -$1M -2,124 -100.0% SOLD
62 AMGN —% -$72K -219 -100.0% SOLD
63 QQQM —% -$216K -854 -100.0% SOLD
64 CEG —% -$22K -63 -100.0% SOLD
65 FVD —% -$679K -14,726 -100.0% SOLD
66 GBTC —% -$12K -175 -100.0% SOLD
67 INDA —% -$924K -18,160 -100.0% SOLD
68 IVV —% -$4M -5,195 -100.0% SOLD
69 PANW —% -$3K -16 -100.0% SOLD
70 IWM —% -$535K -7,845 -100.0% SOLD
71 LQD —% -$66K -599 -100.0% SOLD
72 NULV —% -$5K -114 -100.0% SOLD
73 SHOP —% -$33K -206 -100.0% SOLD
74 SMH —% -$21K -58 -100.0% SOLD
75 RSP —% -$2K -9 -100.0% SOLD
76 ARKK —% -$3K -34 -100.0% SOLD
77 USMV —% -$12K -122 -100.0% SOLD
78 VTI —% -$308K -919 -100.0% SOLD
79 VSS —% -$724K -5,051 -100.0% SOLD
80 TAN —% -$378K -3,164 -100.0% SOLD
81 VTV —% -$2M -11,143 -100.0% SOLD
82 VB —% -$105K -408 -100.0% SOLD
83 XLF —% -$23K -425 -100.0% SOLD
84 XLY —% -$6K -54 -100.0% SOLD
85 VGT —% -$1M -21,554 -100.0% SOLD
86 VEA —% -$71K -1,136 -100.0% SOLD
87 CMCSA —% -$17K -580 -100.0% SOLD
88 ADP —% -$182K -708 -100.0% SOLD
89 DGRO —% -$106K -1,534 -100.0% SOLD
90 EFAV —% -$1K -33 -100.0% SOLD
91 BSCR —% -$169K -8,573 -100.0% SOLD
92 AMLP —% -$104K -2,222 -100.0% SOLD
93 AGG —% -$684K -6,847 -100.0% SOLD
94 EAGG —% -$858 -18 -100.0% SOLD
95 HDV —% -$57K -470 -100.0% SOLD
96 IBIT —% -$250K -5,032 -100.0% SOLD
97 JPST —% -$3M -60,728 -100.0% SOLD
98 IDV —% -$305K -7,731 -100.0% SOLD
99 IOO —% -$1K -7 -100.0% SOLD
100 IJH —% -$460K -6,971 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
T —%
ACN —%
DIS —%
CVX —%
UBER —%
ACHR —%
BMY —%
XOM —%
SHV —%
GE —%
SNOW —%
MS —%
GS —%
HD —%
AXP —%
View SEC EDGAR Filings for OBSIDIAN CIO, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms