Oldfather Financial Services, LLC
CIK
1775530
Location
KEARNEY, NE
Portfolio Value
Micro
$9,249,805
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,934
/ 8,652
▼ 155
Top Industry
Banks - Diversified
18.6%
3Y Alpha vs SPY
-2.8%
Period ended 6 months ago
Filed Jan 16, 2026 · 5mo
24 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+64.7%
SPY
+76.8%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 53.7% | $52,481,208 |
| Financial Services | 21.3% | $20,851,754 |
| Technology | 9.5% | $9,249,805 |
| Consumer Cyclical | 5.7% | $5,592,523 |
| Industrials | 3.1% | $3,057,409 |
| Healthcare | 2.8% | $2,716,676 |
| Communication Services | 2.0% | $1,961,326 |
| Consumer Defensive | 1.3% | $1,259,860 |
| Energy | 0.5% | $534,309 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
8 positions ·
$9,249,805 total
· Technology only
· as of Dec 31, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 13,696 | $3,723,394 | 40.25% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,428 | $2,141,469 | 23.15% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,925 | $1,162,624 | 12.57% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,327 | $806,985 | 8.72% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 1,485 | $513,958 | 5.56% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,989 | $387,675 | 4.19% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 1,547 | $264,815 | 2.86% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 819 | $248,885 | 2.69% |