Oder Investment Management, LLC
SEC Form 13F institutional filer · CIK 0001845109
13F-HR · 47 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
68.5%
Oder Investment Management, LLC — $82.2M AUM allocation strategy
Oder Investment Management, LLC files SEC Form 13F and reports $82.2M of long US equity value across 47 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 30.7%, followed by Financials 22.4% and Consumer Discretionary 12.0%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Oder Investment Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$82.2M
total across 47 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +18.1K sh · +$261K+$BLK +1.42K sh · −$37K+$MSFT +698 sh · −$616K
Biggest trims (shares)
−$HBAN −6.24K sh · −$196K−$PLTR −2.99K sh · −$1.85M−$CRM −1.31K sh · −$540K
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks15.4%—
- Technology Hardware, Storage & Peripherals12.7%—
- Interactive Media & Services7.8%—
- Application Software7.4%—
- Broadline Retail6.9%—
- Diversified Banks5.2%—
- Systems Software5.0%—
- Automobile Manufacturers5.0%—
- Other holdings34.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 41.1K | $10.4M | -82 | 12.7% |
| $IVZ | Invesco Ltd | 491K | $10.2M | +18.1K | 12.5% |
| $PLTR | Palantir Technologies Inc | 41.7K | $6.11M | -2.99K | 7.4% |
| $AMZN | Amazon.com Inc | 27.2K | $5.67M | -188 | 6.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 17.4K | $5.02M | -57 | 6.1% |
| $TSLA | Tesla Inc | 11.1K | $4.13M | -881 | 5.0% |
| $MSFT | Microsoft Corporation | 8.4K | $3.11M | +698 | 3.8% |
| $JPM | JP Morgan Chase & Co | 9.99K | $2.94M | +2 | 3.6% |
| $NVDA | NVIDIA Corporation | 14.5K | $2.54M | -636 | 3.1% |
…and 38 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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