Luken Investment Analytics, LLC: 13F holdings

CIK 17305462026Q2

Positions170
Reported value$286.1m
Filed2026-07-28

Change since last quarter

Positions170 (+10 vs prior quarter)
Reported value$286.1m (+9.5%)

Top 10 holdings

SecuritySharesValueWeight
FIRST TR EXCHANGE-TRADED FD797,531$25.3m8.9%
SPYM SPDR SERIES TRUST240,226$21.1m7.4%
QQQ INVESCO QQQ TR27,354$20.1m7.0%
SPEM SPDR INDEX SHS FDS364,088$18.9m6.6%
FIRST TR EXCHNG TRADED FD VI576,492$15.9m5.6%
SPY STATE STR SPDR S&P 500 ETF T19,297$14.4m5.0%
FIRST TR EXCHANGE-TRADED FD549,594$12.7m4.4%
EWU SPDR INDEX SHS FDS238,829$12.0m4.2%
FIRST TR EXCHANGE-TRADED FD603,991$11.5m4.0%
RSP INVESCO EXCHANGE TRADED FD T42,943$9.1m3.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1730546")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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