Outbound Financial Inc

CIK

2144328

Location

BOULDER, CO

Portfolio Value

Small $154,403,979

Diversification

Highly concentrated

Filing Date

Global Rank

#7,291 / 8,794 ▼ 316 · as of Jun 2026

Top Industry

Software - Infrastructure 44.0%

3Y Alpha vs SPY

-6.8%

Period ended 3 months ago

Filed Jul 15, 2026 · 3mo

5 quarters · since Jun 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

76.4%

−1.2 pts

Top 5

94.2%

−1.9 pts

Top 10

98.7%

−0.8 pts

HHI

5,989

Highly concentrated−197

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.4%	$148,851,346	11
Technology	1.9%	$2,936,959	2
Consumer Cyclical	1.3%	$1,972,614	1
Communication Services	0.4%	$643,060	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	+197,612	2,578,630	$118,010,381
VB	Vanguard Morningstar Small-Cap ETF	+9,144	25,562	$5,054,608
—		+4,751	28,233	$2,623,053
VEA	Vanguard FTSE Developed Markets ETF	+2,967	15,247	$1,086,348
VXUS	Vanguard Total International Stock ETF	+2,421	7,750	$662,547
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+61	8,129	$2,339,862
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
ACSG	American Century Small Cap Growth Insights ETF	−465	154,473	$17,360,890
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
VBIL	Vanguard 0-3 Month Treasury Bill ETF	4,038	$305,595
FNDA	Schwab Fundamental U.S. Small Company ETF	8,941	$263,133
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

15 tracked positions · $154,403,979 total · filing declares 45 positions · $154,404,095 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	2,578,630	+197,612	$118,010,381	+16.0%	76.43%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	154,473	-465	$17,360,890	+13.1%	11.24%
VB	Vanguard Morningstar Small-Cap ETF	Added	25,562	+9,144	$5,054,608	+38.8%	3.27%
		Added	28,233	+4,751	$2,623,053	+19.5%	1.70%
PLTR	Palantir Technologies Inc. Technology	Held	20,920	0	$2,440,736	−20.2%	1.58%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	8,129	+61	$2,339,862	—	1.52%
TSLA	Tesla, Inc. Consumer Cyclical	Held	4,690	0	$1,972,614	+13.1%	1.28%
VEA	Vanguard FTSE Developed Markets ETF	Added	15,247	+2,967	$1,086,348	+38.1%	0.70%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Held	10,513	0	$803,193	+1.7%	0.52%
VXUS	Vanguard Total International Stock ETF	Added	7,750	+2,421	$662,547	+61.2%	0.43%
GOOGL	Alphabet Inc. Communication Services	Held	1,820	0	$643,060	+23.2%	0.42%
NVDA	Nvidia Corp Technology	Held	2,480	0	$496,223	+14.7%	0.32%
VIGI	Vanguard International Dividend Appreciation ETF	Held	3,480	0	$341,736	+4.2%	0.22%
VBIL	Vanguard 0-3 Month Treasury Bill ETF	NEW	4,038	NEW	$305,595	NEW	0.20%
FNDA	Schwab Fundamental U.S. Small Company ETF	NEW	8,941	NEW	$263,133	NEW	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.