Luken Investment Analytics, LLC
CIK: 0001730546SEC EDGAR →
Portfolio Value
$253.4B
Holdings
400
As of
Q4 2025
New Positions
7
Closed Positions
10
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIRST TR EXCHANGE-TRADED FD | 844,667 | $23.4B | 9.25% |
| 2 | FIRST TR EXCHANGE-TRADED FD | 375,284 | $22.5B | 8.88% |
| 3 | FIRST TR EXCHANGE-TRADED FD | 849,185 | $21.2B | 8.38% |
| 4 | SPDR SERIES TRUST | 240,385 | $19.3B | 7.61% |
| 5 | SPDR INDEX SHS FDS | 362,435 | $17.0B | 6.70% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 638,585 | $16.8B | 6.61% |
| 7 | SSGA ACTIVE TR | 577,598 | $16.4B | 6.48% |
| 8 | FIRST TR EXCHNG TRADED FD VI | 564,547 | $14.5B | 5.71% |
| 9 | SPDR S&P 500 ETF TR | 20,139 | $13.7B | 5.42% |
| 10 | INVESCO QQQ TR | 21,608 | $13.3B | 5.24% |
Quarterly Changes
Top Buys
New Positions (257)
$1.4B · 39K shares
$134.0M · 6K shares
$81.0M · 205 shares
$72.0M · 1K shares
$41.0M · 400 shares
$40.0M · 700 shares
$34.0M · 183 shares
$31.0M · 270 shares
$30.0M · 108 shares
$30.0M · 106 shares
$29.0M · 347 shares
$23.0M · 27 shares
$23.0M · 232 shares
$19.0M · 1K shares
$18.0M · 53 shares
$17.0M · 30 shares
$17.0M · 61 shares
$16.0M · 72 shares
$16.0M · 34 shares
$14.0M · 14 shares
$13.0M · 108 shares
$13.0M · 44 shares
$13.0M · 165 shares
$12.0M · 71 shares
$12.0M · 463 shares
$11.0M · 18 shares
$11.0M · 336 shares
$10.0M · 51 shares
$10.0M · 80 shares
$10.0M · 141 shares
$9.0M · 11 shares
$9.0M · 57 shares
$9.0M · 107 shares
$9.0M · 170 shares
$9.0M · 40 shares
$8.0M · 53 shares
$8.0M · 102 shares
$8.0M · 9 shares
$8.0M · 15 shares
$7.0M · 155 shares
$7.0M · 29 shares
$7.0M · 33 shares
$7.0M · 9 shares
$7.0M · 83 shares
$7.0M · 42 shares
$7.0M · 182 shares
$6.0M · 28 shares
$6.0M · 21 shares
$6.0M · 7 shares
$6.0M · 29 shares
$6.0M · 51 shares
$6.0M · 51 shares
$6.0M · 22 shares
$6.0M · 8 shares
$6.0M · 29 shares
$6.0M · 117 shares
$6.0M · 33 shares
$6.0M · 24 shares
$6.0M · 30 shares
$5.0M · 33 shares
$5.0M · 35 shares
$5.0M · 38 shares
$5.0M · 20 shares
$5.0M · 95 shares
$5.0M · 42 shares
$5.0M · 54 shares
$5.0M · 73 shares
$5.0M · 21 shares
$5.0M · 10 shares
$5.0M · 75 shares
$5.0M · 41 shares
$5.0M · 10 shares
$5.0M · 7 shares
$4.0M · 22 shares
$4.0M · 23 shares
$4.0M · 74 shares
$4.0M · 30 shares
$4.0M · 12 shares
$4.0M · 53 shares
$4.0M · 19 shares
$4.0M · 14 shares
$4.0M · 41 shares
$4.0M · 25 shares
$4.0M · 93 shares
$3.0M · 20 shares
$3.0M · 17 shares
$3.0M · 37 shares
$3.0M · 24 shares
$3.0M · 33 shares
$3.0M · 89 shares
$3.0M · 104 shares
$3.0M · 48 shares
$3.0M · 6 shares
$3.0M · 88 shares
$2.0M · 25 shares
$2.0M · 15 shares
$2.0M · 16 shares
$2.0M · 11 shares
$2.0M · 69 shares
$2.0M · 10 shares
$2.0M · 58 shares
$2.0M · 8 shares
$1.0M · 3 shares
$1.0M · 1 shares
$1.0M · 15 shares
$1.0M · 20 shares
$1.0M · 4 shares
$1.0M · 5 shares
$1.0M · 4 shares
$1.0M · 3 shares
$1.0M · 11 shares
$1.0M · 3 shares
$1.0M · 10 shares
$1.0M · 20 shares
$1.0M · 10 shares
$0 · 2 shares
$0 · 10 shares
$0 · 5 shares
$0 · 5 shares
$0 · 1 shares
$0 · 3 shares
$0 · 5 shares
$0 · 10 shares
$0 · 10 shares
$0 · 1 shares
$0 · 5 shares
$0 · 10 shares
$0 · 1 shares
$0 · 10 shares
$0 · 5 shares
$0 · 2 shares
$0 · 5 shares
$0 · 5 shares
$0 · 6 shares
$0 · 5 shares
$0 · 2 shares
$0 · 1 shares
$0 · 5 shares
$0 · 5 shares
$0 · 1 shares
$0 · 3 shares
$0 · 5 shares
$0 · 2 shares
$0 · 2 shares
$0 · 3 shares
$0 · 3 shares
$0 · 10 shares
$0 · 1 shares
$0 · 10 shares
$0 · 5 shares
$0 · 1 shares
$0 · 6 shares
$0 · 15 shares
$0 · 1 shares
$0 · 10 shares
$0 · 3 shares
$0 · 2 shares
$0 · 5 shares
$0 · 1 shares
$0 · 1 shares
$0 · 2 shares
$0 · 3 shares
$0 · 2 shares
$0 · 1 shares
$0 · 5 shares
$0 · 15 shares
$0 · 20 shares
$0 · 2 shares
$0 · 1 shares
$0 · 1 shares
$0 · 2 shares
$0 · 2 shares
$0 · 1 shares
$0 · 5 shares
$0 · 5 shares
$0 · 10 shares
$0 · 1 shares
$0 · 4 shares
$0 · 5 shares
$0 · 5 shares
$0 · 5 shares
$0 · 5 shares
$0 · 5 shares
$0 · 1 shares
$0 · 5 shares
$0 · 10 shares
$0 · 5 shares
$0 · 1 shares
$0 · 5 shares
$0 · 15 shares
$0 · 1 shares
$0 · 5 shares
$0 · 1 shares
$0 · 10 shares
$0 · 5 shares
$0 · 3 shares
$0 · 3 shares
$0 · 5 shares
$0 · 10 shares
$0 · 2 shares
$0 · 3 shares
$0 · 3 shares
$0 · 15 shares
$0 · 2 shares
$0 · 5 shares
$0 · 10 shares
$0 · 5 shares
$0 · 3 shares
$0 · 5 shares
$0 · 10 shares
$0 · 3 shares
$0 · 5 shares
$0 · 1 shares
$0 · 5 shares
$0 · 1 shares
$0 · 1 shares
$0 · 1 shares
$0 · 3 shares
$0 · 11 shares
$0 · 2 shares
$0 · 2 shares
$0 · 10 shares
$0 · 1 shares
$0 · 3 shares
$0 · 5 shares
$0 · 5 shares
$0 · 1 shares
$0 · 1 shares
$0 · 5 shares
$0 · 15 shares
$0 · 10 shares
$0 · 1 shares
$0 · 5 shares
$0 · 5 shares
$0 · 10 shares
$0 · 10 shares
$0 · 1 shares
$0 · 1 shares
$0 · 5 shares
$0 · 5 shares
$0 · 10 shares
$0 · 2 shares
$0 · 1 shares
$0 · 2 shares
$0 · 1 shares
$0 · 10 shares
$0 · 1 shares
$0 · 5 shares
$0 · 1 shares
$0 · 5 shares
$0 · 10 shares
$0 · 5 shares
$0 · 5 shares
$0 · 15 shares
$0 · 10 shares
$0 · 25 shares
$0 · 5 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 103 | $196.6B | 77.7% |
| Unknown | 27 | $40.2B | 15.9% |
| Industrials | 45 | $5.8B | 2.3% |
| Healthcare | 40 | $2.7B | 1.1% |
| Technology | 59 | $2.4B | 0.9% |
| Consumer Cyclical | 32 | $2.0B | 0.8% |
| Basic Materials | 16 | $1.8B | 0.7% |
| Communication Services | 17 | $515.0M | 0.2% |
| Consumer Defensive | 14 | $507.0M | 0.2% |
| Utilities | 15 | $471.0M | 0.2% |
| Energy | 18 | $281.0M | 0.1% |
| Real Estate | 14 | $18.0M | 0.0% |