The Analysis of CULTIVAR CAPITAL, INC.'s Holdings & P&L


Currently, CULTIVAR CAPITAL, INC. holds 40 types of securities in its portfolio with a total value $155.3M. In the most recent quarter, they have increased their positions in N/A (+20.2K shares, valued at $1.8M), N/A (+59.9K shares, valued at $1.7M), TLT (+7.4K shares, valued at $640.6K); decreased their positions in JNJ (-1.3K shares, valued at $328.1K), N/A (-2.1K shares, valued at $154.8K), HAP (-1.2K shares, valued at $79.6K); initiated new positions in N/A (+2.1K shares, valued at $248.4K).


1M P&L
-1.4M-2.61%
3M P&L
-935.7K-1.78%
HY P&L
-1.1M-2.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A34.5M
57.1%
2REIT - Specialty14.7M
24.4%
3Banks - Regional1.7M
2.9%

Top Industries by Stock Count

1N/A8 stocks
27.6%
2Banks - Regional3 stocks
10.3%
3Drug Manufacturers - General2 stocks
6.9%
Stock Holdings
ETF OPPORTUNITIES TRUST
ETF OPPORTUNITIES TRUST
4.58%
Shares1.4M
Event2026-06-30
Filed2026-07-08
ISHARES TR
ISHARES TR
2.42%
Shares254.3K
Event2026-06-30
Filed2026-07-08
EA SERIES TRUST
EA SERIES TRUST
9.98%
Shares222.3K
Event2026-06-30
Filed2026-07-08
WY
WEYERHAEUSER CO
2.94%
Shares615.3K
Event2026-06-30
Filed2026-07-08
TLT
ISHARES TR
4.77%
Shares162.8K
Event2026-06-30
Filed2026-07-08
HAP
VANECK ETF TRUST
-0.82%
Shares140.1K
Event2026-06-30
Filed2026-07-08
DJP
BARCLAYS BANK PLC
1.52%
Shares183.5K
Event2026-06-30
Filed2026-07-08
VANECK ETF TRUST
VANECK ETF TRUST
-2.16%
Shares93.0K
Event2026-06-30
Filed2026-07-08
IBM
INTERNATIONAL BUSINESS MACHS
0.03%
Shares6.1K
Event2026-06-30
Filed2026-07-08
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
0.00%
Shares4.1K
Event2026-06-30
Filed2026-07-08
JNJ
JOHNSON & JOHNSON
-21.34%
Shares4.8K
Event2026-06-30
Filed2026-07-08
IWM
ISHARES TR
1.26%
Shares3.3K
Event2026-06-30
Filed2026-07-08
MDYV
SPDR SERIES TRUST
63.16%
Shares9.6K
Event2026-06-30
Filed2026-07-08
GE
GE AEROSPACE
0.21%
Shares2.4K
Event2026-06-30
Filed2026-07-08
AAPL
APPLE INC
42.05%
Shares2.5K
Event2026-06-30
Filed2026-07-08
GEV
GE VERNOVA INC
0.34%
Shares598
Event2026-06-30
Filed2026-07-08
PB
PROSPERITY BANCSHARES INC
0.00%
Shares8.6K
Event2026-06-30
Filed2026-07-08
WMB
WILLIAMS COS INC
0.00%
Shares8.1K
Event2026-06-30
Filed2026-07-08
GBCI
GLACIER BANCORP INC NEW
0.00%
Shares11.2K
Event2026-06-30
Filed2026-07-08
ABBVIE INC
ABBVIE INC
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-08
KO
COCA COLA CO
0.81%
Shares6.5K
Event2026-06-30
Filed2026-07-08
USB
US BANCORP
0.40%
Shares8.8K
Event2026-06-30
Filed2026-07-08
OKE
ONEOK INC NEW
0.00%
Shares5.8K
Event2026-06-30
Filed2026-07-08
TXN
TEXAS INSTRS INC
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-08
GSK PLC
GSK PLC
1.30%
Shares6.3K
Event2026-06-30
Filed2026-07-08
LUV
SOUTHWEST AIRLS CO
0.00%
Shares6.3K
Event2026-06-30
Filed2026-07-08
VTEB
VANGUARD MUN BD FDS
0.00%
Shares6.4K
Event2026-06-30
Filed2026-07-08
VLO
VALERO ENERGY CORP
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-08
VMBS
VANGUARD SCOTTSDALE FDS
0.00%
Shares6.8K
Event2026-06-30
Filed2026-07-08
SOUTHERN CO
SOUTHERN CO
1.03%
Shares3.0K
Event2026-06-30
Filed2026-07-08
DUK
DUKE ENERGY CORP NEW
1.03%
Shares2.3K
Event2026-06-30
Filed2026-07-08
DE
DEERE & CO
0.00%
Shares400
Event2026-06-30
Filed2026-07-08
CISCO SYS INC
CISCO SYS INC
New
Shares2.1K
Event2026-06-30
Filed2026-07-08
TSLA
TESLA INC
0.52%
Shares579
Event2026-06-30
Filed2026-07-08
XLE
SELECT SECTOR SPDR TR
0.00%
Shares4.4K
Event2026-06-30
Filed2026-07-08
PRU
PRUDENTIAL FINL INC
0.00%
Shares2.1K
Event2026-06-30
Filed2026-07-08
RTX CORPORATION
RTX CORPORATION
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-08
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares435
Event2026-06-30
Filed2026-07-08
NEXTERA ENERGY INC
NEXTERA ENERGY INC
0.21%
Shares2.4K
Event2026-06-30
Filed2026-07-08
PFE
PFIZER INC
-2.20%
Shares8.4K
Event2026-06-30
Filed2026-07-08

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
CULTIVAR CAPITAL, INC. Institutional Holdings, Portfolio & P&L β€” TradeFomo