1y return+14.0%S&P 500 +20.9%
3y return+62.5%S&P 500 +68.5%
5y return+45.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $158 against $200 in the S&P 500.2
Oder Investment Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $11.7M | 7.8% | −2.1% |
| SPYState Str Spdr S&p 500 Etf T | $6.8M | 4.6% | −2.6% |
| AMZNAmazon Com Inc | $6.5M | 4.4% | |
| GOOGLAlphabet Inc | $6.1M | 4.1% | −1.4% |
| PLTRPalantir Technologies Inc | $5.2M | 3.5% | +7.0% |
| TSLATesla Inc | $4.7M | 3.1% | |
| BSJRInvesco Exch Trd Slf Idx Fd | $4.4M | 3.0% | +5.2% |
| BSJQInvesco Exch Trd Slf Idx Fd | $4.3M | 2.9% | −6.3% |
| BSJTInvesco Exch Trd Slf Idx Fd | $3.6M | 2.4% | +18.5% |
| FTSLFirst Tr Exchange-traded Fd | $3.4M | 2.3% | |
| JPMJpmorgan Chase & Co | $3.3M | 2.2% | |
| MSFTMicrosoft Corp | $3.2M | 2.2% | +2.8% |
| BSJSInvesco Exch Trd Slf Idx Fd | $3.0M | 2.0% | +17.1% |
| NVDANvidia Corporation | $2.8M | 1.9% | −4.4% |
| QQQInvesco Qqq Tr | $2.5M | 1.7% | −1.2% |
| PTLCPacer Fds Tr | $2.4M | 1.6% | |
| HFXINew York Life Investments Et | $2.3M | 1.5% | New |
| VRPInvesco Exch Traded Fd Tr II | $2.2M | 1.5% | |
| BSCQInvesco Exch Trd Slf Idx Fd | $2.1M | 1.4% | −2.7% |
| FTHYFirst Tr High Yield Opprt 20 | $2.0M | 1.4% | |
| DFAEDimensional Etf Trust | $2.0M | 1.4% | −6.0% |
| BSCRInvesco Exch Trd Slf Idx Fd | $2.0M | 1.3% | −4.2% |
| CRWDCrowdstrike Hldgs Inc | $1.9M | 1.2% | +262.6% |
| COWZPacer Fds Tr | $1.8M | 1.2% | +3.0% |
| BSCTInvesco Exch Trd Slf Idx Fd | $1.8M | 1.2% | +1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | September 30, 2021 | +678.9% | $1.2M |
| PLTRPalantir Technologies Inc | September 30, 2023 | +629.2% | $5.2M |
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $2.8M |
| DKSDicks Sporting Goods Inc | December 31, 2020 | +303.5% | $1.2M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2021 | +272.7% | $1.9M |
| CMICummins Inc | December 31, 2020 | +214.1% | $1.0M |
| JPMJpmorgan Chase & Co | December 31, 2020 | +157.6% | $3.3M |
| GOOGLAlphabet Inc | March 31, 2022 | +157.0% | $6.1M |
| AMZNAmazon Com Inc | June 30, 2022 | +124.4% | $6.5M |
| IBMInternational Business Machs | December 31, 2020 | +123.4% | $1.1M |
Sold off last quarter
- CAGConagra Brands Inc was $495K
- TAt&t Inc was $229K
- LMTLockheed Martin Corp was $212K
- MPCMarathon Pete Corp was $208K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.0% | +14.8% |
| March 31, 2026 | −6.2% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +10.8% | +7.8% |
| June 30, 2025 | +13.4% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
| December 31, 2024 | +7.9% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +5.8% | +8.3% |
| March 31, 2023 | +8.3% | +7.0% |
| December 31, 2022 | +0.2% | +7.1% |
| September 30, 2022 | −3.2% | −5.3% |
| June 30, 2022 | −14.3% | −16.5% |
| March 31, 2022 | −8.1% | −4.9% |
| December 31, 2021 | +3.2% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Oder Investment Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1845109&type=13F-HR&dateb=&owner=include&count=40CIK 1845109
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1845109/000184510926000003/Filed August 11, 2026 · accession 0001845109-26-000003