Oldfather Financial Services, LLC Portfolio Holdings
Q3 2025•92 long positions•$321.1M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding92 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $73.6M 22.93% | +$1.4M Bought | — 120.2K shares | 117.9K → 120.2K +$1.4M | +1.96% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $32.8M 10.2% | +$998.4K Bought | — 55.0K shares | 53.3K → 55.0K +$998.4K | +3.14% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $28.3M 8.82% | +$1.1M Bought | — 117.1K shares | 112.6K → 117.1K +$1.1M | +3.96% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $17.3M 5.39% | -$29.3K Sold | — 26.0K shares | 26.0K → 26.0K −$29.3K | -0.17% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $11.9M 3.7% | -$78.2K Sold | — 25.4K shares | 25.5K → 25.4K −$78.2K | -0.65% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $11.4M 3.56% | +$426.8K Bought | — 122.5K shares | 117.9K → 122.5K +$426.8K | +3.88% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $10.3M 3.2% | -$130.2K Sold | — 102.5K shares | 103.8K → 102.5K −$130.2K | -1.25% | — — | Q4 2019 Held for 5y 11m | |
Insurance - Diversified Financial Services | $9.1M 2.82% | — | 0.001% 12.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $9.0M 2.81% | +$77.4K Bought | — 44.2K shares | 43.9K → 44.2K +$77.4K | +0.87% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $8.7M 2.71% | +$276.5K Bought | — 27.2K shares | 26.3K → 27.2K +$276.5K | +3.28% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $8.1M 2.53% | +$3.6K Bought | — 32.0K shares | 32.0K → 32.0K +$3.6K | +0.04% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.6M 2.35% | +$219.2K Bought | — 58.3K shares | 56.6K → 58.3K +$219.2K | +2.99% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.5M 2.33% | +$328.4K Bought | — 78.1K shares | 74.6K → 78.1K +$328.4K | +4.59% | — — | Q4 2019 Held for 5y 11m | |
Insurance - Diversified Financial Services | $6.8M 2.13% | -$104.6K Sold | 0.001% 13.6K shares | 13.8K → 13.6K −$104.6K | -1.51% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.7M 2.09% | +$263.1K Bought | — 38.0K shares | 36.5K → 38.0K +$263.1K | +4.07% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.3M 1.64% | +$489.8K Bought | — 98.7K shares | 89.6K → 98.7K +$489.8K | +10.24% | — — | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $5.2M 1.61% | +$251.5 Bought | 0.002% 61.8K shares | 61.8K → 61.8K +$251.5 | +0.0% | $268.51B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.2M 1.31% | -$25.4K Sold | — 6.3K shares | 6.3K → 6.3K −$25.4K | -0.6% | — — | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $3.2M 0.988% | +$148.2K Bought | 0.0% 12.5K shares | 11.9K → 12.5K +$148.2K | +4.9% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.7M 0.843% | +$270.8K Bought | — 36.4K shares | 32.7K → 36.4K +$270.8K | +11.12% | — — | Q3 2022 Held for 3y 2m | |
Apparel - Retail Consumer Cyclical | $2.6M 0.803% | -$320.9K Sold | 0.086% 44.0K shares | 49.5K → 44.0K −$320.9K | -11.06% | $3.0B Mid Cap | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $2.5M 0.777% | — | 0.001% 7.5K shares | — | — | $231.14B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.3M 0.711% | +$1.6K Bought | — 97.2K shares | 97.1K → 97.2K +$1.6K | +0.07% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.1M 0.667% | -$7.0K Sold | — 32.8K shares | 32.9K → 32.8K −$7.0K | -0.33% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.9M 0.592% | -$984.6 Sold | — 5.8K shares | 5.8K → 5.8K −$984.6 | -0.05% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.8M 0.576% | +$26.9K Bought | — 70.2K shares | 69.2K → 70.2K +$26.9K | +1.48% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.7M 0.53% | +$948.6 Bought | — 61.0K shares | 61.0K → 61.0K +$948.6 | +0.06% | — — | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $1.7M 0.529% | +$11.0K Bought | 0.0% 5.4K shares | 5.3K → 5.4K +$11.0K | +0.65% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.6M 0.495% | +$6.3K Bought | — 53.7K shares | 53.5K → 53.7K +$6.3K | +0.4% | — — | Q4 2019 Held for 5y 11m | |
Industrial - Machinery Industrials | $1.6M 0.494% | +$4.1K Bought | 0.001% 4.2K shares | 4.2K → 4.2K +$4.1K | +0.26% | $145.70B Large Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $1.4M 0.444% | +$1.1K Bought | 0.0% 7.7K shares | 7.7K → 7.7K +$1.1K | +0.08% | $446.55B Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $1.4M 0.433% | +$54.9K Bought | 0.0% 2.7K shares | 2.6K → 2.7K +$54.9K | +4.11% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.3M 0.412% | -$21.1K Sold | — 4.5K shares | 4.6K → 4.5K −$21.1K | -1.57% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $1.2M 0.36% | — | — 45.9K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.35% | +$135.3K Bought | — 4.0K shares | 3.5K → 4.0K +$135.3K | +13.69% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.1M 0.346% | — | — 3.0K shares | — | — | — — | Q1 2020 Held for 5y 8m | |
Information Technology Services Technology | $1.0M 0.319% | +$10.2K Bought | 0.0% 3.6K shares | 3.6K → 3.6K +$10.2K | +1.0% | $262.84B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $826.2K 0.257% | -$6.6K Sold | — 12.7K shares | 12.8K → 12.7K −$6.6K | -0.79% | — — | Q4 2019 Held for 5y 11m | |
Railroads Industrials | $790.8K 0.246% | -$112.1K Sold | 0.001% 3.3K shares | 3.8K → 3.3K −$112.1K | -12.41% | $140.18B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $789.4K 0.246% | +$600.3 Bought | — 1.3K shares | 1.3K → 1.3K +$600.3 | +0.08% | — — | Q3 2022 Held for 3y 2m | |
Specialty Retail Consumer Cyclical | $762.3K 0.237% | +$291.6K Bought | 0.0% 3.5K shares | 2.1K → 3.5K +$291.6K | +61.94% | $2.34T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $755.9K 0.235% | — | — 31.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $725.0K 0.226% | — | 0.001% 15.0K shares | — | — | $75.2B Large Cap | Q1 2023 Held for 2y 8m | |
Restaurants Consumer Cyclical | $724.5K 0.226% | +$607.8 Bought | 0.0% 2.4K shares | 2.4K → 2.4K +$607.8 | +0.08% | $216.86B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $656.8K 0.205% | +$6.0K Bought | — 28.2K shares | 28.0K → 28.2K +$6.0K | +0.92% | — — | Q1 2021 Held for 4y 8m | |
Unknown Unknown | $631.7K 0.197% | +$631.7K New | — 1.8K shares | 0 → 1.8K +$631.7K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $598.8K 0.186% | — | — 2.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $579.1K 0.18% | — | — 1.9K shares | — | — | — — | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $558.9K 0.174% | — | 0.0% 10.8K shares | — | — | $382.12B Mega Cap | Q1 2023 Held for 2y 8m | |
Agricultural - Machinery Industrials | $544.5K 0.17% | +$457.2 Bought | 0.0% 1.2K shares | 1.2K → 1.2K +$457.2 | +0.08% | $123.61B Large Cap | Q3 2020 Held for 5y 2m |
