Oldfather Financial Services, LLC

CIK

1775530

Location

KEARNEY, NE

Portfolio Value

Micro $97,704,870

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,704 / 8,420 ▲ 67

Top Industry

Banks - Diversified 18.6%

3Y Alpha vs SPY

-3.0%

Period ended 6 months ago

Filed Jan 16, 2026 · 5mo

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.3%

SPY

+76.3%

Annualised alpha

-2.8%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

45 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

34.1%

−2.7 pts

Top 5

69.1%

−4.2 pts

Top 10

80.3%

−3.9 pts

HHI

1,631

Moderately concentrated−243

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	53.7%	$52,481,208	4
Financial Services	21.3%	$20,851,754	10
Technology	9.5%	$9,249,805	8
Consumer Cyclical	5.7%	$5,592,523	6
Industrials	3.1%	$3,057,409	4
Healthcare	2.8%	$2,716,676	4
Communication Services	2.0%	$1,961,326	3
Consumer Defensive	1.3%	$1,259,860	5
Energy	0.5%	$534,309	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+2,864	6,336	$1,462,475
NVDA	Nvidia Corp	+2,698	4,327	$806,985
MSFT	Microsoft Corp	+1,746	4,428	$2,141,469
GOOGL	Alphabet Inc.	+1,399	3,249	$1,016,937
AAPL	Apple Inc.	+1,231	13,696	$3,723,394
JPM	Jpmorgan Chase & Co	+784	6,168	$1,987,452
V	Visa Inc.	+680	1,273	$446,453
ABT	Abbott Laboratories	+665	2,272	$284,658
XOM	Exxon Mobil Corp	+651	4,440	$534,309
UNP	Union Pacific Corp	+606	3,951	$913,945
BRK-B	Berkshire Hathaway Inc	+493	14,079	$7,076,809
ORCL	Oracle Corp	+470	1,989	$387,675
WFC	Wells Fargo & Company/Mn	+438	62,200	$5,797,040
META	Meta Platforms, Inc.	+426	768	$506,949
BAC	Bank Of America Corp /De/	+398	11,231	$617,705
JNJ	Johnson & Johnson	+365	8,046	$1,665,119
ABBV	AbbVie Inc.	+328	1,856	$424,077
MDY	Spdr S&P Midcap 400 ETF Trust	+299	55,249	$33,330,616
IBM	International Business Machines Corp	+298	3,925	$1,162,624
AMP	Ameriprise Financial Inc	+241	744	$364,812
AXP	American Express Co	+175	7,688	$2,844,175
MA	Mastercard Inc	+169	948	$541,194
MCD	Mcdonalds Corp	+110	2,494	$762,241
QQQ	Invesco Qqq Trust, Series 1	+101	1,416	$869,862
ETN	Eaton Corp plc	+74	4,311	$1,373,096
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−183	25,775	$17,576,488
VZ	Verizon Communications Inc	−111	10,740	$437,440
LOW	Lowes Companies Inc	−22	1,409	$339,794
TSLA	Tesla, Inc.	−18	752	$338,189
PEP	Pepsico Inc	−9	2,060	$295,651
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	1,485	$513,958
LLY	ELI LILLY & Co	319	$342,822
TJX	Tjx Companies Inc /De/	2,214	$340,092
WMT	Walmart Inc.	2,660	$296,350
TSM	Taiwan Semiconductor Manufacturing Co Ltd	819	$248,885
KO	Coca Cola Co	3,255	$227,557
PG	PROCTER & GAMBLE Co	1,550	$222,130
CMI	Cummins Inc	422	$215,409
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NBIS	Nebius Group N.V.	2,400	$269,448
C	Citigroup Inc	2,280	$231,420
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 positions · $97,704,870 total · as of Dec 31, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MDY	Spdr S&P Midcap 400 ETF Trust	Added	55,249	+299	$33,330,616	+1.8%	34.11%
SPY	Spdr S&P 500 ETF Trust	Reduced	25,775	-183	$17,576,488	+1.6%	17.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	14,079	+493	$7,076,809	+3.6%	7.24%
WFC	Wells Fargo & Company/Mn Financial Services	Added	62,200	+438	$5,797,040	+12.0%	5.93%
AAPL	Apple Inc. Technology	Added	13,696	+1,231	$3,723,394	+17.3%	3.81%
AXP	American Express Co Financial Services	Added	7,688	+175	$2,844,175	+14.0%	2.91%
BKE	Buckle Inc Consumer Cyclical	Added	43,986	+4	$2,349,732	−8.9%	2.40%
MSFT	Microsoft Corp Technology	Added	4,428	+1,746	$2,141,469	+54.2%	2.19%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,168	+784	$1,987,452	+17.0%	2.03%
JNJ	Johnson & Johnson Healthcare	Added	8,046	+365	$1,665,119	+16.9%	1.70%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,336	+2,864	$1,462,475	+91.8%	1.50%
ETN	Eaton Corp plc Industrials	Added	4,311	+74	$1,373,096	−13.4%	1.41%
IBM	International Business Machines Corp Technology	Added	3,925	+298	$1,162,624	+13.6%	1.19%
GOOGL	Alphabet Inc. Communication Services	Added	3,249	+1,399	$1,016,937	+126.1%	1.04%
UNP	Union Pacific Corp Industrials	Added	3,951	+606	$913,945	+15.6%	0.94%
QQQ	Invesco Qqq Trust, Series 1	Added	1,416	+101	$869,862	+10.2%	0.89%
NVDA	Nvidia Corp Technology	Added	4,327	+2,698	$806,985	+165.5%	0.83%
USB	US Bancorp De Financial Services	Held	15,000	0	$800,400	+10.4%	0.82%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,494	+110	$762,241	+5.2%	0.78%
GLD	Spdr Gold Trust	Held	1,777	0	$704,242	+11.5%	0.72%
BAC	Bank Of America Corp /De/ Financial Services	Added	11,231	+398	$617,705	+10.5%	0.63%
DE	Deere & Co Industrials	Added	1,192	+1	$554,959	+1.9%	0.57%
MA	Mastercard Inc Financial Services	Added	948	+169	$541,194	+22.1%	0.55%
XOM	Exxon Mobil Corp Energy	Added	4,440	+651	$534,309	+25.1%	0.55%
AVGO	Broadcom Inc. Technology	NEW	1,485	NEW	$513,958	NEW	0.53%
META	Meta Platforms, Inc. Communication Services	Added	768	+426	$506,949	+101.8%	0.52%
V	Visa Inc. Financial Services	Added	1,273	+680	$446,453	+120.5%	0.46%
VZ	Verizon Communications Inc Communication Services	Reduced	10,740	-111	$437,440	−8.3%	0.45%
ABBV	AbbVie Inc. Healthcare	Added	1,856	+328	$424,077	+19.9%	0.43%
ORCL	Oracle Corp Technology	Added	1,989	+470	$387,675	−9.3%	0.40%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,800	0	$375,714	+3.9%	0.38%
AMP	Ameriprise Financial Inc Financial Services	Added	744	+241	$364,812	+47.6%	0.37%
LLY	ELI LILLY & Co Healthcare	NEW	319	NEW	$342,822	NEW	0.35%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	2,214	NEW	$340,092	NEW	0.35%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,409	-22	$339,794	−5.5%	0.35%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	752	-18	$338,189	−1.2%	0.35%
WMT	Walmart Inc. Consumer Defensive	NEW	2,660	NEW	$296,350	NEW	0.30%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,060	-9	$295,651	+1.7%	0.30%
ABT	Abbott Laboratories Healthcare	Added	2,272	+665	$284,658	+32.3%	0.29%
LRCX	Lam Research Corp Technology	Held	1,547	0	$264,815	+27.8%	0.27%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	819	NEW	$248,885	NEW	0.25%
KO	Coca Cola Co Consumer Defensive	NEW	3,255	NEW	$227,557	NEW	0.23%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	1,550	NEW	$222,130	NEW	0.23%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	253	+27	$218,172	+4.3%	0.22%
CMI	Cummins Inc Industrials	NEW	422	NEW	$215,409	NEW	0.22%